Save time, eliminate paper and stay compliant.
Automio Smart Forms turn paper checklists, inspections, risk assessments and job documents into powerful digital forms your engineers can complete on their smart phones. Built specifically for field service teams, our smart forms can integrate directly with estimates, jobs and invoices so data flows automatically. No double entry, no lost paperwork.
- Build custom forms in minutes.
- Auto-generate PDFs.
- Stay 100% compliant.
Build Custom Smart Forms
Design exactly what you need — safety checklists, site surveys, service reports, quality checks or custom trade documents — using our intuitive drag-and-drop builder. Start from scratch or choose from 100+ industry templates. No coding required.
Every form you create is fully branded with your company logo and colours, so every PDF report looks professional when sent to customers. You can duplicate, edit and version-control forms easily, ensuring your entire team always uses the latest compliant version.
Smart Fields & Conditional Logic
Forms adapt in real time. Show or hide questions based on previous answers, add mandatory fields, dropdowns, calculations and validation rules. Reduce errors and make every form faster and more accurate for your engineers.
This intelligent logic removes unnecessary questions, shortens completion time on site and minimises mistakes. For example, selecting a fault type can automatically display relevant follow-up fields or compliance checks, keeping the process smooth and focused.
Affordable Pricing. No Hidden Costs.
Complete Forms on the Mobile App
Engineers fill out smart forms offline on iOS or Android. Add time-stamped photos, customer signatures, voice notes and GPS location. Data syncs instantly when back online and links directly to the job record.
The mobile experience is fast and simple, even in poor signal areas. Engineers can pause and resume forms, capture multiple photos per question and sign off work on the spot — all while the form stays securely attached to the correct job.
No credit card. No commitment.
Automatic Reports & Integrations
Completed forms instantly create professional PDFs, attach to the job, trigger invoices or send to your customer portal. Full integration with Xero, QuickBooks and Automio’s reporting dashboard.
No more manual copying of data. Information entered in a smart form automatically updates job costs, stock levels or follow-up tasks, giving you real-time visibility across all jobs and improving accuracy in your accounts and reporting.
Compliance & Reminders Built In
Keep every record secure and audit-ready. Set automatic reminders for annual inspections, certifications or follow-up work so you never miss a compliance deadline.
All forms are stored with full audit trails including timestamps, engineer names and GPS data. This built-in compliance support helps trades businesses meet health & safety, gas safe, electrical and other industry regulations with minimal effort.
Benefits To Using Automio In Your Trades Business
Win More Work
Responding quickly and professionally helps you stand out and secure more jobs.
Stay Organised
No more missed messages or forgotten follow-ups. Everything is tracked and easy to manage.
Save Time
Automated tools and templates cut down on admin so you can focus on the job.
Look Professional
Customers get fast, clear communication that builds trust and confidence in your service.
Get 50% Off Your First 6 Months!
Start your FREE TRIAL today - no credit card, no setup, and full access to all features. Available on Apple and Android devices. Cancel anytime.
