78%
Average survey response rate
< 3 min
To build a new form
4.6★
Average post-job rating
Build custom forms for site assessments, post-job feedback, safety checklists, and customer surveys — all without writing a line of code. Drag and drop fields, attach forms to job workflows, and analyze responses with built-in analytics.
Why Teams Love This Feature
Drag-and-Drop Builder
Create professional forms in minutes with an intuitive visual builder. Text fields, dropdowns, checkboxes, ratings, photo uploads, and signatures.
Post-Job Feedback
Automatically send feedback surveys when a job is completed. Capture NPS scores and reviews to improve service quality.
Digital Site Assessments
Replace paper forms with digital assessments that technicians complete on-site. Data flows directly into the job record.
Response Analytics
Track completion rates, average scores, and sentiment trends with real-time dashboards. Identify service issues before they become complaints.
Powerful Features Built for Service Management
Form Builder
Design any form with a visual drag-and-drop interface.
Field types: text, number, dropdown, checkbox, radio, date, rating, photo, signature
Conditional logic to show/hide fields based on previous answers
Reusable form templates for common scenarios (site assessment, feedback, safety)
Mobile-optimized layout with large touch targets
Workflow Integration
Attach forms to jobs, estimates, and customer touchpoints.
Auto-attach forms to new jobs based on job type
Trigger feedback surveys on job completion or invoice payment
Require form completion before a job status can advance
Response Collection
Collect responses from staff in the field or customers via email/SMS links.
Staff complete forms within the app — online or offline
Send form links to customers via email or SMS
Anonymous submission option for unbiased feedback
Real-time sync with automatic conflict resolution
Analytics Dashboard
Analyze form responses with charts, filters, and export options.
Aggregate scores, averages, and completion rates across all responses
Filter by date range, form type, technician, or customer
Export raw responses to CSV for advanced analysis
Frequently Asked Questions
Can customers fill out forms without creating an account?
Yes. Form links sent via email or SMS are publicly accessible. Customers can submit responses without logging in. Responses are automatically linked to their customer record.
Do forms work offline?
Yes. Staff can complete forms on-site without internet connectivity. Responses are saved locally and synced automatically when the device reconnects.
Can I use conditional logic in forms?
Yes. You can show or hide fields based on previous answers. For example, if a technician selects "Repair Needed," additional fields for parts and estimated cost appear automatically.
How do post-job feedback surveys get sent?
Feedback surveys are triggered automatically when a job status changes to "Completed." You can configure the delay (e.g., send 2 hours after completion) and the delivery channel (email, SMS, or both).
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