The job forms template library helps teams reuse the same forms across jobs, visits, and assessments. Templates make field data consistent and reduce the time managers spend reviewing incomplete work.
Open Checklists to manage templates.
Template ideas
Create templates for:
- Pre-job inspection.
- Safety checklist.
- Equipment checklist.
- Service completion.
- Quality control.
- Photos required.
- Client sign-off.
- Assessment notes.
Attach templates to work
Templates can be attached to the record type where the team needs them. For example, use an assessment template on requests, a visit checklist on job visits, and a completion checklist on jobs.
Review completion
Use completed forms on job and visit details to verify work quality. Open Checklists Compliance Report to monitor form completion across the business.