One form does not fit every job
Use separate forms and sections for different services without rebuilding the whole workflow.
Collect the right information for each service
Custom Job Forms & Checklists
Different services need different records. ServiceFlow lets an admin create reusable form structures, attach the right forms to a job and control which answers stay internal or appear in a customer report.
No card requiredBuilt for UK service businessesMobile-friendly staff workflow
The operational challenge
Where the working day loses its context
Important fields get missed
Mark essential answers as required and present them in a clear order.
Private details leak into reports
Control staff visibility, report inclusion and customer visibility independently.
The working sequence
Build once. Select the forms this job actually needs.
- 01
Create a selectable Job Form
Arrange the relevant sections and fields, set defaults or requirements where needed, and control staff and customer visibility. A Job Form can be selected during booking.
- 02
Reuse sections without sharing live answers
Reusable Templates copy sections and fields into Job Forms. They are building material, not another booking selector, and can be used again without consuming the template.
- 03
Combine forms for the visit
Attach multiple forms where the service needs several checklists. Their configured report placement and order determine how the completed record fits with the standard report or standalone form workflow.
How ServiceFlow helps
Collect the right information for each service
Flexible field types
Use short or long text, numbers, yes/no, choices, dates, times, photos and signatures.
Reusable templates
Save a template, create a new form from it or add a copied section to an existing form.
Multiple forms per job
Combine the forms needed for a particular visit rather than forcing one oversized form.
Historical snapshots
Keep completed report answers tied to the field definitions used at submission time.
Business outcomes
What this changes for the team
Forms matched to real services
Fewer missing answers
Safe customer-facing output
Reusable setup without overwriting history
FAQ
Common questions
Can a reusable template be used more than once?
Yes. Templates are copied into forms and are not consumed when reused.
Can fields be internal only?
Yes. Visibility can be controlled independently for staff entry, reports and customers.
Will changing a form rewrite old reports?
Completed report data uses saved definitions so later form changes do not silently alter historical answers.
Related workflows
Explore the connected workflow
See how ServiceFlow fits your working day.
Start with the real booking, staff and reporting workflow. No card is required for the 30-day trial.
Start free trial