Job Forms Updated February 19, 2026 20:56

Overview

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 data collection tools that can be attached to jobs for your team to complete during visits. They help standardize how information is gathered—especially when multiple team members are involved—ensuring consistency across the board.

You can tailor job forms to your needs using checkboxes, dropdown menus, and short or long answer fields. Team members can also upload images directly to the form as part of their visit documentation.

Once completed, job forms can be shared with clients by email or downloaded for your records.

Jump to job forms settings

Create a job form

Job forms can be set up for the different types of work or services your business offers, to make sure all the key details are being captured. This way, each form can be tailored to collect the details you need right from the start.

Note: You can create up to 100 job forms in Jobber.

To create a new job form:

1. Click the Gear Icon then select Settings.
2. From the settings menu, select Job forms.
3. Click the New Jon Form button. 

To edit an existing job form:

1. Click the Gear Icon then select Settings.
2. From the settings menu, select Job forms.
3. Click the job form name from the list to open the editor.

Customize job forms with sections and questions

Every job form can be tailored to the type of work you’re offering. By dragging and dropping new sections and questions from the Manage Form panel, you can build job forms to keep track of important details during the visit. 

Organizing your form with section names and questions, helps set clear expectations for your team members about what they need to do to complete this work.

Every job form is built from sections and questions:

• Sections act like containers. They group related questions together under a section name. 
• Questions are the individual fields inside a section that team members fill out.  Questions can be set as required if there is certain information you need up-front. 

The types of questions that can be added to job forms are:

• Short answer: Adds a field for a short answer question to your job form. This is useful for questions where team members won't need to enter a lot of detail in their response.
• Long answer: Adds a field for a long answer question to your job form. This is useful for questions where team members may need to provide a lot of information.
• Dropdown (single choice): Adds a dropdown menu to your job form where your team members can select only a single option.
• Checkbox: Adds a checkbox selection to your job form where team members can check a box.
• Numerical answer: Adds a field to your job form for team members to enter numbers into. This question field does not support text.
• Image upload form: Add an image upload option for your team members. Up to 10 files per form can be uploaded, where each file must be under 10MB individually. Supported file types for job form image uploads are: JPEG, PNG, and HEIC.
• Date picker: Add a date selection tool to your job form where your team can select a date from a calendar. This is a useful question type for questions where you're asking the client for their availability, or when the answer is a date.
• Signature: Add a field for your team members to collect a signature.

By adding and organizing sections and questions, you can create job forms that collect the right details for a variety of uses. 

Add a new section to your job form

1. From the Manage Form panel, select Add section from the menu on the right, then drag and drop the new section into your job form.
2. Click the new section in your job form to edit it. Type in a name for this section.
3. Drag and drop questions from the Manage Form panel to add questions into this section.

4. Repeat to add new sections and questions. 

   

Add a new question to your job form

1. From the Manage Form panel, choose the type of question you want to add.
2. Drag and drop the question into the section where you want it to appear.
3. Click the question field to edit the options or instructions, so clients know what to enter.

Make a job form question required

1. Start by creating or editing a job form.
2. Locate the question that you want to make required.
3. Use the Required toggle to turn the field on or off. When a question is marked as required, clients must complete it before they can submit the form.

Reorder sections and questions on job forms

1. In the form editor, hover over the section or question you want to move.

2. Select the drag handle (⋮⋮).

3. Drag the content to its new place on the form.

4. Release the section when it’s in the right spot.

Your form will automatically update to reflect the new order.

Another option to reorder job form sections is to select the More actions menu from a section, then select either Move section up or Move section down.

Remove a section or question from a job form

1. In the form editor, locate the section or question you want to remove.

2. Click the three dot icon.

3. Select Delete.

4. From the pop-up confirm you wish to delete this section or question by selecting Delete.

Delete a job form

1. Navigate to the Gear Icon, then select Settings.

2. From the settings menu, select job forms. 

3. Locate the job form you wish to delete from the list of job forms.

4. In that row, click the three dot icon and select Delete.

Preview job forms

Before attaching your new job from to jobs, you can preview it to see exactly what your team will see. Preview mode shows you how the form looks on both desktop and mobile, so you can double-check the flow and make sure all your questions are clear.

To preview a job form, follow these steps:

1. From the form editor, select Preview at the top of the page.

2. Use the device icons in the top right to switch between mobile view and desktop view.

3. Review the form sections and questions to confirm everything looks the way you expect.
4. When you’re done previewing, select Edit to return to editing mode, or choose Save to keep your changes.

Attach job forms to jobs

Job forms can be added to specific jobs individually, or you can set a job form to automatically attach to newly created jobs.

Note: This setting doesn't work retroactively, so only job created going forward will have job forms automatically attached. Previous jobs won't be updated.

To add job forms to specific jobs:

1. Navigate to the job that will include the job form. 
2. Select the Edit button.
3. From the edit screen, locate the job form section, then select which job forms to attach to this job. If you remove a specific job form from the job, your old filled-out forms will still remain on the completed visits.

If you'd like to set your job forms up to automatically attach to all new job, follow these steps:

1. Click the Gear Icon then select Settings.
2. From the settings menu, select Job forms.
3. Locate the job form you'd like to auto attach job forms to from the list of job forms. Hover over the three dots and select Edit.
4. From the Manage Form panel, turn the "Automatically attach to new job forms" toggle on.

Job forms that are set to auto attach will have a label in the "auto attach" column on the job forms settings page to indicate where they are attached. If a job isn't set up to auto attach, the column will be empty.

How team members fill out job forms

Job forms can be filled out in the Jobber App or on any device by logging in at jobber.com.

Fill out a job form in the Jobber App

Your team in the field will be able to fill out a job form in the Jobber app by navigating to a visit. If there are job forms added to this job, tap the Job form title to fill them out.

On the job form, you will be able to fill out the fields that were set up from jobber.com. Field types may include checkboxes, short or long answer, images or drop-downs. 

When your job form includes required questions, you will see a progress bar at the top of the job form that tracks how many of the required questions have been completed so far. Each required question will be indicated with "Required" below the answer field.

If you include photos in your job form, you can take up to 10 photos, one after the other, without leaving the camera view. Once you have taken your photos, or uploaded them from your device's storage, you can select any image and use the image markup tool to add drawings, shapes, and text by tapping the pencil icon. 

Once your form is filled out, tap Save (or Save Progress) to save your entries or ... to save and send an email copy to your client all in one go. Before the email is sent, you'll have an opportunity to look the email over.

In low-connectivity or offline locations, the Jobber app will store job form updates to your device. Once you connect to a network again, you can return to the form and finish saving it online.

Fill out a job form on jobber.com

You can fill out job forms from any device by logging in to Jobber.com and following these steps:

1. Go to the Schedule.

2. Find and click the visit that includes the job form you want to complete.

3. Select View Detail.

4. In the visit details, click the Job Forms tab.

5. If multiple job forms are assigned to the job, choose the one you want to fill out from the dropdown menu.
6. Start filling out the fields on the job form.

When your job form includes required questions, you will see a progress bar at the top of the job form that tracks how many of the required questions have been completed so far. Each required question will be indicated with "Required" below the answer field.

When you have made your updates to the job form, click Save.

Once you've started editing your job form, the email and download buttons will be greyed out until the updates are saved.

To clear a job form, select another job form from the dropdown list. This will open the other job form and any unsaved changes to your current job form will be lost.

View completed job forms

You can see a completed job form by navigating to the visit either in the Jobber app or on any device by logging in at jobber.com. Visits are accessible from either the schedule or from the job.

Open the visit and then navigate to the Job Forms section:

• From jobber.com, this will be a pop-up will appear with a tab for Job Forms.
• From the Jobber app, it will be the Job Forms section of the visit.

How do I know when a job form has been left incomplete?

When job forms aren't completed, but the visit has been completed, you will be notified via activity feed in both Jobber.com and the Jobber App.

In the Jobber App, you can check whether a job form is complete by going to the Job Forms section of the job. If your form has required questions, you’ll see its status at a glance:

• A green checkmark means the form is complete.

• A yellow alert icon means it’s incomplete, and you’ll also see how many required fields have been filled out.

If a visit is marked complete while a job form still has required fields left blank, the team member will get a prompt to go back and finish it.

Job forms report

To view completed job forms, check out the job forms report. This report shows completed job forms for visits within your selected date range. 

Note: Job form fields need to be unique to successfully export the job forms report. If a job form has multiples of the same question, the export will have errors.

To navigate to the job forms report, select Reports from the side navigation, then select Job Forms Report. 

The job forms report is available to admin users or users with these permissions:

• Schedule: View and complete their own
• Jobs: View all jobs
• Reports: View reports

Share completed job forms with clients

PDF versions of your job forms can be downloaded for your records or emailed to your client. For emailed job forms, the email your client receives looks like this, with the job form PDF added as an attachment:

The attached job form PDF looks like this:

If you uploaded images on your job form, they will also be included on the job form PDF.

The style of this PDF comes from the same settings as your job PDFs. This is managed in your client document settings.

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 from the Emails & Text Messages settings page. The job form email template can be found in the Jobs section. 

From jobber.com, when viewing the job form tab on a visit, there are buttons to Email or Download the job form. If these buttons are greyed out, it means that you have unsaved changes on your job form. Save your changes in order to email or download the job form.

From the Jobber app, from your job form tap ... then select Save & Send to save your entries in this job form and email a PDF copy, or Save & Download to save your entries and download a PDF to your device.

Uses for job forms

The sky's the limit with creating job forms and they can certainly be customized based on your needs, but here are some examples of job form uses to get you started:

• Safety checklists: Make sure your team has the correct PPE for the job, hazards are cleared out of the way, and anything else you need to keep your team safe. Checkboxes are a great fit for this type of job form. 
• Inspection forms: If you have to perform an inspection while on a job, the inspection paperwork can be created digitally with a job form to make sure all the right things are looked at and inspections are standardized between different team members. Checkboxes work well for an inspection job form as well as the short and long answer fields for taking notes and recording specific details. 
• Service authorization forms: If you need your client to authorize your work, a service authorization form can be created where you set up fields for details like the client name (short answer field), technician (short answer or dropdown field), date (short answer field), details (long answer field), and client approval where a client's name can be entered to indicate their approval (short answer field).
• Chemical records: track the chemicals being applied during a visit directly from the app with a job form! Create lists of each chemical applied as well as the quantity. Dropdown and short answer fields can work well for this type of job form. 
• Start or end of day checklists: Do you have processes your team needs to follow at the start or end of the day? Set up a checklist with a job form to ensure nothing gets missed. If you need to record any notes about the day, long answer fields will let you do that. Set up checkboxes for any tasks that need to be completed. 
• Equipment checklists: Ensure all the right equipment is being loaded onto the truck by creating a list with checkboxes of everything your team needs to have with them. 

Jump to job forms settings