Settings & Configuration
Service form & checklist builder
Define exactly what technicians record on a visit: fields, target values, required answers, photo rules and section order.
Where to access
Open the service form and checklist settings from Settings.
Related
How it works
- Add the fields and checklist items technicians should complete.
- Mark fields as required and set target or ideal values.
- Configure photo and section requirements.
- Order the sections to match your service flow.
Tips
- A well-designed form is the single biggest driver of consistent, verifiable service quality.