Table of Contents
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.
Job forms available on our Connect and Grow Plans. View our current pricing plans.
To check what plan you're on, navigate to the Gear Icon then select Account and Billing. If you have any questions about your plan's features or pricing, our support team is here to help!
How to build a job form
While job forms can be filled out in both the Jobber mobile app or jobber.com, job forms must be built from jobber.com. Go to the Gear Icon, then select Settings, then select Job Forms to get started.
To create a new job form, click the New Job Form button.
Enter a job form title into the provided text field, then click the + Add Section button to begin building the form.
Each section begins with a header. Click + Add Question to start adding questions to your job form. These are the sections that your team will be filling out. There a several different types of questions that can be added to your job form, including:
- Checkbox: Add options that your team can check off in a list. More than one item can be selected.
- Short answer: Leave a space for a quick, one-line response—like a code, name, or number.
- Long answer: Give your team room to write out detailed notes, observations, or anything that needs more explanation.
- Dropdown: Create a list where your team can pick one option. Good for keeping answers consistent.
- Images: Add a spot for your team to upload a photo—great for before-and-after shots or flagging issues on-site.
- Date picker: Provides a field for entering dates. Team members select the date from a calendar, so it’s quick and accurate.
- Number: Add a field to contain a number.
- Signature: Add a field to collect a signature.
Your job form can include multiple different question types to collect the information you need!
To make a question on a job form mandatory, turn on the Required toggle. When enabled, team members will be prompted to complete the question before they can move to the next page of the job form.
Once added, the job form sections can be rearranged. Click ... to open the more actions menu. From this menu, there will be options to move the section up or down or to delete the section.
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 your Job forms settings, click ... then select 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 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.
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:
Go to the Schedule.
Find and click the visit that includes the job form you want to complete.
Select View Detail.
In the visit details, click the Job Forms tab.
- If multiple job forms are assigned to the job, choose the one you want to fill out from the dropdown menu.
- 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.
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 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
How can I share a job form with my 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.