Service form & checklist builder

Steps

1. Add the fields and checklist items technicians should complete.
2. Mark fields as required and set target or ideal values.
3. Configure photo and section requirements.
4. Order the sections to match your service flow.

Tips

• A well-designed form is the single biggest driver of consistent, verifiable service quality.

Related guides

• Service Form & visit completion The structured form technicians complete on site: check-in, a dynamic checklist, readings, photos, notes and final submission.
• Photos & water chemistry Capture water-chemistry readings and before/after photos that build a trustworthy, trend-rich service record.
• Service types & route tags Define your service types with default durations and the tags you use to organize routes and work.