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?
- Uses for 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.
Job forms available on select plans. View our current pricing plans.
To check what plan you're on, navigate to the Gear Icon > 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 App and Jobber online, job forms must be built in Jobber online. 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 fields 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 Jobber App
The job form functionality shown here is what is included in the updated Jobber App which is rolling out to all users in October. If your apps are set to automatically update, you will get it once the updates are available to your account and your app has been updated to the latest version available at that time.
If you are interested in moving you and your team onto the updated app, start a chat and let our support team know!
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 it out.
On the job form, you will be able to fill out the fields that were set up from Jobber online. Field types may include checkboxes, short or long answer, or drop-downs.
Once your form is filled out, tap Save 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.
Note: If a user completes the visit when a job form hasn't been filled out, an alert will pop up to let them know the job form is blank. This is a reminder to fill out the job from, if necessary. Tap Cancel to return to the visit, or Complete visit to move ahead with completing the visit without filling out the job form.
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.
Open the visit and then navigate to the Job Forms section. From Jobber online, this will be a pop-up will appear with a tab for Job Forms. From the Jobber App, it will be a section of the visit.
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:
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.
From Jobber online, when viewing the job form on the schedule, there are options to Email or Download.
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.
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 Jobber. 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.
To turn off job forms, navigate to the Gear Icon > Settings > Job Forms. Under your list of job forms, click Turn off job forms.
From the pop-up, click Turn off to confirm that you're turning them off.
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.