ServiceM8 Electronic Forms

ServiceM8’s Forms have near-limitless possibilities. Complete site audits, procedures, and checklists in the field, then immediately turn them into professional PDF reports.

Produce professional PDFs

Create customized forms and reports to suit your business needs, such as inspection reports, certificates of compliance and safety assessments.

The auto-generated PDF reports completely streamline compliance reporting and the provision of formal documentation to clients.

Simple to complete

Simply working through a list of questions, staff can generate comprehensive and professional PDF reports while on site.

Forms are a great way to instil quality, consistency and safety in the way all field staff go about each job.

Easy to build

Create customized forms in ServiceM8’s online editor. Start with a Microsoft Word template for your report, and set simple questions and answers for the field staff to step through on-site. When they’re done, their answers populate the template to instantly produce a professional PDF report.

Flexible question types

Flexible question types cater to different types of jobs and scenarios. Form questions can require staff to pick from a list, take a photo, collect a signature, enter a date, type in a response, and more.

Conditional question skipping

Set up forms for faster completion by being able to skip questions that are not needed.

Form checklist items

Make forms a checklist item for specific or general types of jobs, so staff don’t forget to complete them. You can even make them mandatory at the start or end of the job.

Endless possibilities

ServiceM8’s forms system is incredibly flexible, making near endless possibilities for the areas in your business that you can systemize and build processes around. Build checklists, safety audits, site reports, inspections reports, industry-specific compliance certificates, and more.