Compliance forms that actually get finished on site
Build form templates once, auto-attach them to jobs, complete pass/fail checklists with photos and signatures in the field, and block job close until required forms are done.
- Org-level form templates with multi-page sections and a reusable question bank
- Field types built for trades: Pass/Fail/N-A, measurements, photos, signatures, and more
- Complete on iOS, Android, and Web with progress and auto-save
- Auto-attach forms by catalogue service, job text, customer, asset category, or warranty
- Block job start or completion until required compliance forms are finished
- Clone, version, and archive templates without losing historical submissions
- Branded PDF export with answers, photo evidence, and multi-party sign-off
- Carry the last descriptive answers on an asset forward onto the next visit — never a Pass/Fail judgement
- Required GPS on a signature can be overridden with a written reason, printed on the certificate
Frequently asked questions
Can I require a SWMS before a job starts?
Yes. Attach forms to pre-start, during, or completion stages and mark them required. Servicebay can block job start or close-out until those forms are complete.
Do submissions stay if I change a form later?
Publishing a new version never mutates past submissions. Historical records keep the definition they were completed against — critical for legal and audit trails.
Is there a starter library for Australian trades?
Servicebay ships ready-to-use starters such as SWMS, JSA, Take 5, HVAC service reports, electrical compliance, and more. Use them as a starting point, then tailor to your business (not legal advice).
Can technicians fill forms offline?
Not yet. Forms need a connection today so the record stays trustworthy. Offline fill is on the roadmap; until then, auto-save keeps progress while you are online.