Table of Contents
- How to build a job form
- How do I add job forms to specific jobs?
- How does my team fill out a job form?
- How do I see a completed job form?
- How can I share a job form with my clients?
- What happens if I turn off job forms?
Build custom forms and checklists so your team delivers consistent service, and share them with your customers to show off what was done.
Job forms are customizable checklists and forms that can be attached to jobs to have your team fill out on their visits. Job forms are a good way of collecting information while on a visit and standardizing the way information is entered when different employees are filling out the forms. Job forms can be set up with checkboxes, dropdowns, as well as short and long answer fields to customize based on your needs. Once a job form is filled out if you would like to share your form with your client, it can be emailed to the client or downloaded.
How to build a job form
Go to the Gear icon > Settings > Job Forms and click on the Turn On Job Forms button to get started.
Once job forms have been turned on, you're ready to start creating them. To create a form, start from Settings > Job forms (if you just turned job forms on, you're already here) and click on the New Job Form button.
Enter a job form title into the provided text field, then click the + Add Section text to begin building the form.
Each section begins with a title, then you can choose how you want your team to fill out these sections. There are four types of sections you can add:
- Short answer
- Long answer
Once built, the fields can be rearranged if needed by clicking the field you'd like to move and then dragging and dropping it using the drag and drop icon to the right (above the trash bin).
To set up your jobs with this form, the job form can be be automatically added to jobs created going forward. Check the box for Automatically attach to new jobs to add this job form automatically to new jobs.
While building your job form, if you'd like to see what it will look like when your team fills it out, click Preview in the top right of the form builder screen.
The preview will appear as a pop-up so you can review the form. To exit the preview and continue building the form, click the X in the top right.
After building the form, make sure you click Save at the bottom right of the page so you don't lose that work!
Duplicate job forms
Do you need to copy a job form or do you have an existing job form that you want to customize for a particular job? You may be interested in duplicating it to make a new one.
From the list of job forms in Settings > Job forms, click ... > Duplicate to create a copy of that job form.
The new job form will be titled "Copy of [duplicated job form name]" with the same sections and inputs as the original job form.
Before the copy of the job form is saved, the form can be edited, so you'll have an opportunity to make any edits or customize the form further.
Note: There is a limit of 100 job forms per Jobber account.
How do I add job forms to specific jobs?
If you want forms to only show up on some of the jobs you create, you will have the option to add them when you create a new job, or edit an existing job to include a job form. You can do this by going to a job and clicking Edit in the top right corner. There will be a section on the edit screen to select which job forms you'd like to include. If you do remove a specific form from a job, your old filled-out forms will still remain on the completed visits.
How does my team fill out a job form?
Job forms can be filled out both in the Jobber App and from Jobber Online.
Fill out a job form in the app
Your team in the field will be able to fill out a job form in the Jobber App by navigating to a visit. This can be done by starting on the schedule tab and tapping the visit.
From the job form section on the visit, tap the job form that you'd like to fill out.
This will open up the job form. If the job form has already had information filled in, this is where you can view that. To edit the form, tap Edit in the top right corner.
The edit job form screen is where you can start filling out the job form. Once you've made your selection or entered the relevant information into the form, tap Save in the top right to save your updates.
Fill out a job from Jobber Online
Job forms can also be filled out from Jobber Online. To start, navigate to the Schedule then locate the visit with the job form that you want to fill out. Click the visit > View details to open the visit details.
From the visit details, click the tab for Job Forms.
If you have more than one job form attached to this job, all your job forms will be listed in a drop down menu so you can switch between the various forms to view and edit them.
Once you have made your edits to the job form, click Save.
How do I see a completed job form?
You can see a completed job form by navigating to the visit either in the Jobber App or from Jobber Online. Visits are accessible from either the schedule or from the job. Click the date of the visit and a pop-up will appear with a tab for "job forms". That is where you can see the job form that was completed during the visit.
How can I share a job form with my clients?
If you would like to share a copy of the job form with your client, a PDF version of the form can be created and sent as an email or downloaded. On the job form (both in the Jobber App and from Jobber Online) there are options to Email the job form PDF to your client or Download a PDF. Forms can only be downloaded one at a time by clicking the Download button on the visit. The PDF will show the last saved version of the form.
The job form PDF looks like this:
The style of this PDF comes from the same settings as your job PDFs. This is managed in your PDF style settings and can be updated by going to Gear Icon > Settings > Branding > Open PDF Style.
If you've selected to send the PDF by email, you'll have an opportunity to customize the message to your client before it is sent off. The email will include the job form PDF, but you can add any other attachments that you would like to send to your client as well. The sent form will always be the last saved version of your form so we recommend that you double-check for accuracy before you send it. All sent emails will be able to be viewed on your client communications report.
The text that appears in the email preview is the job forms template which can be customized in Settings > Templates. The job form email template can be found in the Doing the work section.
The email your client receives looks like this, with the job form PDF added as an attachment:
What happens if I turn off job forms?
If you turn off job forms you and your team will no longer see the forms anywhere in the program. We will preserve your previous job forms, so if you turn the feature back on you will see all of the forms that had already been created, attached, and filled out.