Smart Forms
Replace Paper Forms With Digital Forms.
Automio Smart Forms give field service businesses a simple digital way to collect the information they need on site. Build forms for inspections, checklists, service reports and other job requirements, then keep completed records attached to the job.
- Create custom digital forms.
- Complete forms from the field.
- No card required. Cancel anytime.
Build Custom Smart Forms for Your Jobs
Create digital forms that match the information your business needs to collect. Use them for inspections, service reports, checklists, site surveys, quality checks and other day-to-day job processes.
Your team works through the form on a phone or tablet instead of filling in paper that has to be brought back to the office and filed. The completed information stays with the job.
Show the Right Fields with Conditional Logic
Smart Forms can change based on the answers your team enters. Conditional fields only appear when they are relevant, so forms stay shorter and easier to complete.
You can also set required fields and choose different field types. For example, selecting a particular fault type can open extra questions that only apply to that fault.
Complete Forms From the Mobile App
Field staff can fill in digital forms while they are still on site. That means the details are captured at the time of the job instead of being written down later or left on a clipboard in the van.
Photos, signatures and other job notes can be added as part of the form, so the office ends up with a clearer record of what was done.
Keep Completed Forms With the Job Record
Once a form is finished, the information stays with the job it belongs to. Your office can open the job and see exactly what was collected in the field without hunting through paper or separate folders.
That makes it easier to review work, answer customer questions or move on to the next stage of the job.
Capture the Information Your Business Needs
Different jobs need different details. Smart Forms give you a flexible way to structure what your team collects, so records stay more consistent across the business.
Use them alongside Automio’s other job management tools so information stays connected from scheduling and field work through to completed jobs and invoicing.
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.