Job Management

Capture exactly the information you need. Every time. In the field.

Replace paper checklists and generic forms with digital job forms built around your specific services. Ensure technicians capture the right data on every job, reduce callbacks, and build a complete service history for every customer.

72%
Fewer callbacks
due to missed checklist items
100%
Data completeness
with required field enforcement
5min
Avg form completion time
per job site

What's included

Every capability you need, built into Custom Job Forms.

01

Drag-and-drop form builder

Build custom forms for any job type without code. Add text fields, dropdowns, checkboxes, photo uploads, signatures, and more.

02

Job-type specific forms

Assign different forms to different job types. An HVAC maintenance check gets a different checklist than a new installation.

03

Required field enforcement

Mark fields as required so techs can't complete a job without filling them in. Prevent incomplete records before they happen.

04

Photo and signature capture

Techs take before-and-after photos and capture customer signatures directly in the form from their mobile device.

05

Auto-populate from job details

Customer name, address, equipment details, and job history pre-fill automatically so techs spend less time typing.

06

Searchable job history

Every completed form is stored in the customer's record. Search across all submitted forms to find equipment details or service history instantly.

How it works

Up and running in minutes. Here's how Custom Job Forms works in FieldNexus.

01

Build your form

Use the drag-and-drop form builder to create the exact checklist or intake form your business needs. Add any field types you require.

02

Assign to job types

Link forms to specific job types. Every HVAC tune-up, plumbing inspection, or electrical audit automatically gets the right form.

03

Techs complete in the field

Technicians fill out forms on their phone or tablet on-site. Completed forms are stored instantly in the customer record.

Try Custom Job Forms free for 14 days

No credit card required. Full access to all features. Cancel anytime.