Digital forms and job sheets, built for the field
Design your own forms and job sheets with a drag-and-drop builder, then have engineers complete them on any phone or tablet — with on-site signatures, photos, and every submission linked to the right job, customer, site, or asset.
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24
Active Jobs
12
Quotes Sent
£28.4k
Revenue (MTD)
7
Scheduled Today
Job Pipeline
£1,185
Avg Job Value
+8%
32%
Profit Margin
+2%
£4,220
Outstanding
3 invoices
Recent Activity
Boiler service completed at 14 High St
Quote #Q-0047 sent to Apex Build Ltd
Invoice #INV-0093 paid: £1,820
The problem it solves
Paper job sheets get lost or come back illegible
Carbon-copy pads, photos of forms in a group chat, and re-typing scribbled notes back at the office. The information you need to invoice or prove compliance is scattered and slow to find.
Every job type needs a different sheet
Service reports, risk assessments, handover sheets, certificates. Generic field apps make you bend your process to their fixed forms instead of capturing what your jobs actually require.
Sign-off and proof of completion are hard to capture
Getting a customer signature, a photo of finished work, and a dated record — all attached to the right job — usually means three separate steps and a follow-up email.
How it works
- 1
Build the form once
Use the drag-and-drop builder to add the fields you need — text, dates, dropdowns, checkboxes, radio buttons, email, phone, and signature fields — with conditional logic, then save it as a reusable template.
- 2
Complete it on site
Engineers open the form on their phone or tablet, fill it in, attach photos, and capture a signature on the screen. Forms pre-populate from the linked job, customer, or site so there is less to type.
- 3
Review, link, and keep
Submissions are stored against the job, customer, site, contract, or asset they belong to, with a review and approval step before they are finalised — so the record is always where you expect it.
What you get
- Drag-and-drop form builder
- Text, date, dropdown, checkbox, radio, email, phone, and signature fields
- Conditional logic
- Reusable form templates
- On-site completion on any mobile device
- Photo attachments and digital signatures
- Submissions linked to jobs, customers, sites, contracts, and assets