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.
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.
All forms, certificates, reports, and documents are saved to the job diary for future reference. No more lost paperwork.
The Form Store is an online marketplace of ServiceM8 Forms, where you can browse and buy Forms for your business