Servgrow's Custom Forms feature is a game-changer for home services businesses. You can create job-specific custom forms, capture signatures, upload images, and even share forms publicly with your customers and team instantly- and in real time. Whether you're collecting information, keeping customers up-to-date, or documenting completed work, these forms empower your team to operate more efficiently while keeping everyone connected.

Custom Forms let you take your business to the next level by offering flexibility and real-time collaboration. Share forms publicly with customers and team to keep everyone on the same page and up-to-date. This transparency boosts professionalism and eliminates delays caused by miscommunication. Features like signature capture and photo uploads provide an all-in-one solution for documenting work accurately and efficiently.

Example for: House Cleaning Checklist

Forms are completely customizable and can be set up to fit any businesses needs. They can be set up with checkboxes, image uploads, signature collection, initial collection, yes/no, short text boxes, long text boxes, and so much more.

You also have a lot of time saving options with Servgrow forms.

We'll cover everything you need to know about customers forms in this tutorial.

Ok, let's get started!

1. Click the settings icon found on the top navigation bar.

2. Click the 'Forms' box in Settings.

3. Click 'Add New'.

4. Building your form.

A: Form Name: You'll want to name the form something relevant to what your team will be doing.

B: Sections (Optional): Sections allow you to group form items together in a logical format. Example: House Cleaning Form can have sections for different part of the house like Kitchen, Bathroom, etc. You can have any type and/or amount of form items in each section.

C: Form Items/Section Items: This is where you'll create each of the items on your form. Form items are created outside of Sections and section items are created within sections. NOTE: If you create a section, all the items for that section are created in the section. Form/Section items consist of:

The 'type' of item you are adding will often determine how you word the label and maybe even the description.

C1: 'Label' is the title of the thing you want done or the question you want answered.

C2: 'Description' can be used for specific directions or additional information. (Optional)

C3: Type of items:

At any time, the items can be deleted or rearranged if needed. To delete an item, click on the item and then click the trash bin icon to the right (C4). To rearrange the items, click on the item you want to move and click the up or down arrow (C5) to move the item.

C6: You can add as many items to your form as you please. Just click + Add Form Item to add another one.

D: Form Settings: This is where you can choose settings for how you want the form handled.

D1: If this box is checked, the form will be added to all new jobs created, automatically.

D2: If this box is checked, the form will be added to all new estimates created, automatically.

D3: If this box is checked, any job that has this form attached will make it mandatory that the form be completed prior to 'finishing' the job, visit, or estimate. You will not be able to click 'finish' until after this form is completed.

D4: If this box is checked, any job that has this form attached will automatically send the form details to the customer after the job, visit, or estimate is 'finished'.

And finally, click 'Create'!

Congrats! You've just created a job form.

Adding a form to a job, estimate or visit is easy. There are two ways:

2. Inside the job/estimate/visit details. Just click on the job/estimate/visit to open up the details, then click 'options', then 'add form'. You'll be given an option to select which form to add.

That's it. You've just added a form!

Main app: Forms are located on the left side below the map.

Mobile app: Forms are located below the map.

To complete a form, go into the job/estimate/visit details and find the form you wanting to fill out. Then, click on form to open and start the process.

As you complete items on the form, you will see an updated number next to the form title.

Sharing forms with your team and customers has never been easier. We have multiple ways to do this, including automation!

That's it. Now let's go create a custom form!

Note: You can create unlimited forms and you can attach multiple forms to any job, visit, or estimate.

Pro Tip: Many of our pros get very creative when customizing their forms. You can build almost any form that you can think of with Servgrow forms!