Начало / Функции / Дигитални формуляри

Дигитални формуляри

Replace paper checklists, inspection reports, and sign-off sheets with smart digital forms. Technicians fill them on mobile with photos, notes, and e-signatures — data syncs to the office instantly.

Започни безплатно

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Fast, Secure Form Completion for Field Technicians

Create custom digital forms with text fields, checklists, dropdown menus, and photo sections — tailored to your specific job requirements.

Technicians fill out and sign reports directly on their mobile device — on-site, in real time, without carrying paper.

All submitted data syncs instantly with the job record — nothing is lost, delayed, or left in someone's truck.

Real-Time Proof of Work with Photos and E-Signatures

Capture photos of completed work, damaged equipment, or site conditions — attached directly to the job form as documented evidence.

Collect electronic client signatures on the spot — creating verified proof of service delivery for billing and warranty purposes.

Quality Control and Compliance Built Into Every Form

Supervisors review submitted forms in real time — verifying completion accuracy, checking attached photos, and flagging incomplete entries.

Standardized form templates ensure consistent quality across all technicians — every job follows the same documented process.

Centralized Form Archive — Searchable and Audit-Ready

Every completed form is stored in a searchable digital archive — accessible anytime for audits, dispute resolution, or client reporting.

Filter past forms by date, technician, client, or job type — find any record in seconds instead of digging through paper files.

Безплатно завинаги

Започнете с Безплатния план

Без ограничение във времето. Получете пълен достъп до основните функции и надградете, когато сте готови.

До 2 члена на екипа

Управление на задачи и планиране

GPS проследяване и оптимизация на маршрути

Мобилно приложение за iOS и Android

Клиентски портал

Базово фактуриране и отчети

Започни безплатно

Често задавани въпроси

What are digital job forms in field service?

Digital job forms replace paper checklists, inspection reports, and work sheets. Technicians fill them on their phone or tablet — with dropdowns, checkboxes, photo attachments, and e-signatures.

Can I create custom form templates?

Yes. Build your own templates with drag-and-drop fields — text, numbers, checkboxes, photo uploads, signature blocks, and more. Assign different forms to different job types.

Do forms work offline?

Yes. Technicians can fill out forms without internet. Data saves locally and syncs automatically when connection is restored.

Can clients sign forms on the technician's phone?

Absolutely. Clients sign directly on the screen. The signature is captured, timestamped, and attached to the job record as proof of work.

Are completed forms stored and searchable?

Every submitted form is stored in the job history. You can search, filter, and export forms for audits, compliance, or client disputes.

Can I attach photos to a digital job form?

Yes. Technicians capture before/after photos directly in the form. Photos are geotagged and timestamped automatically.

Are digital forms included in the base plan?

Yes. Digital job forms and checklists are part of the Tasks base module, which is free for up to 2 employees. For larger teams, it costs $5.00 per employee per month.

Готови ли сте да трансформирате полевите си операции?

Присъединете се към хиляди компании за полеви услуги, които се доверяват на Shifton за по-умна работа всеки ден.

Започни безплатно Резервирай демо