Checklists
Each job type’s steps come with the job; the technician ticks them off.
No step skipped in the field.
Checklists and forms that come with the job type. Technicians fill them in on site with photos and signatures; a required form must be done before the job closes.
What you can do
Form builder
Text, number, pass/fail, choice, date, photo, signature and sections.
Tied to job types
Forms attach to job types and can be made required.
Filled in offline
Technicians fill forms in without a connection.
On the invoice
Submitted forms print and can be attached to the invoice.
Starter forms
A general job sign-off form, plus starter forms for your trades.
How it works
- 1
Build
Prepare the form or checklist.
- 2
Attach
Add it to a job type and choose whether it is required.
- 3
Fill in
The technician fills it in on site and submits it.
Questions
Are form versions kept?
Yes. Changing a form never changes forms already filled in.
Does the AI fill forms in?
It drafts answers from the voice note; the technician checks and submits.
Can a required form be removed?
The office can take an unneeded form off a job.
Use it with
Technician app
For iOS and Android. Technicians see the day’s jobs in order, get directions, take photos and signatures, add line items and collect payment. It works without a connection.
Learn moreJobs and schedule
Open a job in seconds when a customer calls, drag it to a technician on the schedule, and follow every step live. Nothing slips, nothing gets mixed up.
Learn moreAI helper
The technician talks at the end of the job; the report is written and line items and follow-up jobs are suggested. Anything touching money, the schedule or a customer waits for your approval.
Learn moreReady when you are.
Create your company, invite your team and open your first job today.