Forms & Checklists 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.
- Built for
- Pass/Fail/N-A, readings, photos, signatures
- Filled in on
- iOS, Android and web
- Attached
- Automatically, by rule
- Job gates
- No close until required forms are done
A compliance form that gets finished on site.
Filling in a form on a job in Servicebay. Pick a part to see what it does.
Progress
Pages and answers left, saved as you go.
Pass, Fail, N-A
One tap per check, the way trades actually test.
Readings
Measurements with their unit, converted for your team.
Photo evidence
Taken on the spot and kept with the answer.
Failed checks
A fail asks for an explanation before you move on.
Signatures
Sign-off with the location it was signed at.
Job gate
The job cannot close until required forms are done.
Tap through it. Submit it. Done.
Pass, pass, fail. A failed check asks for the reason, then the form submits with the failure on record.
The right form on the right job, every time.
Build templates from field types made for trades, attach them by rule, and stop jobs closing early.
Fields made for trades.
Pass/Fail/N-A, measurements, photos, signatures, barcodes and location, in any order.
Attached by rule.
Put a form on every job that matches a service, customer, asset category or warranty.
No close until it is done.
Choose the statuses a job cannot reach while a required form is still outstanding.
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 team members 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.