Servgrow Custom forms ensures unparalleled efficiency and attention to detail, allowing you to tailor services to each job or customer's specific needs. This personalized approach not only enhances customer satisfaction but also streamlines your workflow, ensuring every task is completed to the highest standard.

Example for: House Cleaning Checklist

Forms are completely customizable and can be set up to fit your business needs. They can be set up with checkboxes, yes/no, textboxes, pass/fail, condition, signature, and initials, you can add images or URLs and so much more.

For example, you can create a form as a checklist to make sure your entire team delivers consistent service and collects every piece of information needed on each visit so that nothing slips through the cracks.
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Forms can be attached to any job, visit, or estimate as needed.

You have a lot of options with Servgrow forms. Forms can be sent to your customer upon completion with a single click. You also have the option to set up a form to auto-send to the customer after "finishing" the job. You even have the option to make it mandatory that the form is completed prior to 'finishing' a job.

Note: Forms can only be created by Company Admins and can only be assigned to a job by Company Admins and Office Staff.

NOTE: While forms can be filled out in both the Servgrow app and Servgrow online, you need to build them in Servgrow online.

Now let's create a form!

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

2. Click the 'Forms' box in Settings.

3. Click 'Add New'.

4. Building your form.

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

B: You can create sections to group items together in a logical format. (Optional)

C: This is where you'll create each of the items on your form. NOTE: If you create a section, all the items for that section are created in the section.

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: There are 8 types of items:

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

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: 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.

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!

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