Work records and documents
Use work forms to manage records and documents
Choose between Quick form and a work form
Choose the right form for the work details you need to keep.
Create and manage forms
Build a reusable form with the fields and calculations your schedules need.
What happens when I change or delete a work form?
Manage forms safely while understanding what happens to existing schedule records.
Create a work-form draft with AI
Describe your work and quickly prepare a draft with suggested fields.
Record checklists and custom fields
Keep job progress and structured details with a work schedule.
Use the work timer and record a start location
Keep the time spent on a job and the location where the timer started.
Attach before-and-after photos
Capture or choose photos to keep a visual record before and after a job.
Message customers and manage templates
Prepare customer messages from schedule details and send them with your device's messaging app.
Start quickly with a prepared work form
Choose an industry example and turn it into a form fitted to your own work.
Follow a job from scheduling to completion and PDF
See the full flow from booking a customer visit to recording the work and sharing a completed document.
Fix missing photos or completed documents
Check photo uploads and document requirements in order to find why content is missing.
Complete a schedule and create a document or PDF
Review a completed work record as a document and share it as a PDF.
Set up shareable documents and customer signatures
Set document, business, and payment details, then include a customer signature in a PDF.
Call, navigate, and use On my way from a work schedule
Use customer and location details to call, open directions, or send an estimated arrival time.
View a work schedule's change history
Review what changed in a work schedule and when it changed.
Calculate amounts and percentages with formulas
Use entered values such as unit price, quantity, and discount rate to calculate results automatically.
Share and import forms with a code
Send a form you created and save a copy of a form someone sends you.
Still need help?
If you couldn’t find the answer, contact us or get help with your account.