Forms help you make sure every job is done properly — with the right checks, at the right time, every time.
By linking custom forms to your work orders, you can guide your team through specific procedures and collect all necessary information at key stages.
Instead of relying on your team to remember every step, you can attach a form to a work order. The form tells them exactly what to check, what to fill in, and when to do it — so nothing gets missed, no matter who's doing the job.
What Forms Can Do For You
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Make sure steps aren't skipped: Turn any job into a simple checklist, so your team follows the same steps every time — whether it's a quick inspection or a full repair.
- Collect the right information: Ask for photos, notes, or sign-offs at the right point in the job — like before starting, after finishing, or when checking safety.
- Keep quality consistent: Every job gets done the same proper way, and it's easy to check the work afterwards.
- Get better reports: Because the information is collected in a structured form, it's easier to see what's happening across all your jobs.
How Forms Are Used
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Move-In/Move-Out Checklist: Attach this to work orders when a unit changes hands.
- Aircon/HVAC Maintenance Checklist: Make sure every part is checked and logged during servicing.
- Safety Incident Report: A simple form to record any accident or near-miss.
- Repair Sign-Off: A quick form for the assignee to confirm the repair is done properly.
How Many Forms Can I Add?
This depends on your plan:
| Plan | Forms per Work Order Procedure |
|---|---|
| Free | 1 |
| Basic | 1 |
| Pro | Up to 5 |
If you're on the Free or Basic plan and need more than 1 form per procedure, you'll need to upgrade to Pro.
Want to Learn More?
For step-by-step guides on creating, customising, and attaching forms to your work orders, visit our Forms Help Center:
