Introducing Forms: Checklists and Compliance Built for the Field
Servicebay Forms lets trade businesses build multi-section compliance checklists, auto-attach them to jobs, block close-out until required work is done, and export branded PDFs with photo evidence and signatures.
Paper SWMS pads get left in the ute. Spreadsheet checklists never match the job. And “we’ll fill it in at the office” is how audits go sideways.
Forms is Servicebay’s answer: digital form templates your office builds once, technicians complete on site, and owners can enforce before a job is closed.
What Forms does
- Form builder — Multi-section templates with labels, help text, required flags, and a reusable question bank
- Trade-ready field types — Pass / Fail / N-A, measurements with units, photos, signatures, ratings, and more
- Job attachment — Manual or automatic attach by job type, stage (pre-start, during, completion), customer, or asset
- Compliance enforcement — Block job start or completion until required forms are finished
- Field-first mobile — Progress, auto-save, partial resume, and offline completion on iOS and Android
- Audit trail — Versioned templates so publishing v2 never mutates a submitted v1 record
- Branded PDF — Answers, captions, photos, and multi-party sign-off in your document style
Built for how trades actually work
HVAC commissioning, electrical certificates, plumbing compliance, site inductions, Take 5s, and toolbox talks all share the same shape: structured questions, evidence, and a signature — attached to a real job.
With Forms you can:
- Publish a Take 5 as a required pre-start form
- Auto-attach a service checklist when the job type matches
- Capture pass/fail, photos of the install, and tech + customer signatures on site
- Block close-out until every required form is complete
- Export a branded PDF for the customer or the auditor
Starter templates for Australian trades (SWMS, JSA, Take 5, HVAC service reports, certificates, and more) are designed as starting points you tailor to your business — not legal advice.
Why this matters for owners
The highest-value control is simple: required forms must be done before the job is closed. That is the difference between a policy on the wall and a record you can defend.
Technicians get a glove-friendly flow on the phone. The office gets searchable submissions, overdue views, and PDFs that match the brand.
Related tools in Servicebay
Forms sits alongside the rest of the job lifecycle:
- Job management — every form is tied to a real ticket
- Digital signatures — sign-off without paper
- Branded documents — PDFs that look like your business
Get started
Forms is available in Servicebay for teams that need checklists and compliance without a second app.
Start your free trial — full Pro access, no credit card required — or explore the Forms feature for the full breakdown.
Have a compliance workflow you want us to support next? Get in touch.