ServicePal’s intuitive business form and checklist designer

At ServicePal we know how important forms are to your business’s efficiency, workflow and brand identity. That’s why we have made it easy and straightforward to create professional electronic forms that perfectly match your business’s exact needs, forms that are stored in the cloud and are always up to date. Our form designer is intuitive whether you choose to start with one of our templates or create your own form from scratch.

 

No coding skills needed

We provide you with layout tools and a broad variety of form elements such as text input, numeric input, dropdown select menus, checkboxes, date & time selector and even special form elements such as signature (sign with your finger on your iPad), photo picker (choose a photo from your library or snap a shot directly from within the from) and a data reference element that lets you auto-populate your form with known data (customer name, job address, current user etc.). You can even use the calculation element to perform routine calculations between numeric fields on your form.

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A powerful tool in your hands – and in the cloud

With ServicePal’s Form Designer what you see is what you get — simply drag-and-drop the desired form elements onto the form canvas, add your company logo, publish and you’re ready to roll. In addition, the form dashboard gives you an overview of all your forms and makes it easy and efficient to edit and manage them. The forms you create with ServicePal are stored in the cloud and automatically sync to your mobile workforce’s devices. This means that your forms will always be up to date.

 

 

One form design to rule them all

ServicePal’s Form Designer is developed with an all-in-one approach in mind. When you create a form with ServicePal you are essentially creating all versions of the form at once. The electronic iPad form that your employees will be using on the job and the PDF version that can be emailed and shared with your customers and stored in your records.

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No matter which type of business you are in, ServicePal’s Form Designer will become an indispensable feature, a flexible and convenient tool that will enable you to create forms and checklists that suit all types of field service disciplines including:

Heating, Venting & Air Conditioning (HVAC)
Electromechanical Services
Pest, Termite and Rodent Control
Fire and Safety Inspections
• Landscaping and Garden Maintenance
• Equipment Delivery, Installation and Repair
Pool and Spa Maintenance
• Facilities Management
• Property, State and local Inspections
Chimney Sweep
• Moving, Relocation and Rental Services
• And Many More

 

Forget everything about paper forms and spending time filing and organizing. Sign up for a free account with ServicePal and try out our Form Designer today or let us give you a call and offer you our best advice for free. We are certain that you will love using our product from the very first moment.