Create Workflow Templates & Job Forms For Field Staff With Just A Few Clicks

Go paperless. Analyze results of thousands of jobs and tasks with completely digital job forms.

Working with...

Popular Job Forms Fields

Job form is a digital or paper document that mobile workers need to fill when a task is completed to collect information or get proof of service. As a rule, a job form consists of checklists, photo reports, asset or site inspections fields, and e-signature. Zegoal’s mobile workflow form builder supports the following job forms fields:

For teamleads

For employees

For any industry

Photo report

Controls quality of tasks with live photographic verification right from the app. No need for bulky field equipment.

Retail

HoReCa

Gas&Oil

Sign on glass

Real-time electronic signatures from clients confirm agreement of completed task.

0 %
decrease of admin costs
0 %
increased of utilization rates
0 %
increased profitbility
  • Checklists – Create job forms and checklists, asset inspection checklist, To do list, site inspection checklist, and more.

  • Linked fields – Special link fields in job forms can be associated with your asset field information. All information will transfer to the mobile app and will be a part of the job form. 

  • QR/Barcode reader – Store data including URL links, geo-coordinates, and text. Improves field staff performance.

  • Text – Get more information about completed tasks – staff comments, milestones, signatures etc.

  • Subtasks – Use multi-level task forms.

  • Directory selection – Select standardized values from task templates to limit error and improve analysis.

Key Features of Jobs (Tasks) Templates

Ensure less paperwork for your field technicians as Zegoal’s Job Management Software provides these features:

  • Flexibility – The task forms builder includes sections for text, photo, QR/Barcode, electronic signature, categories, timestamps, subtasks, CRM linked field, checklists and, on-the-spot ordering and invoicing. 

  • Multi-purpose templates – Use task templates to set jobs checklists, assets, and sites inspection.

  • Improve your feedback from mobile workers – Control task steps and send proof of service to your clients.

  • Customizable forms – Zegoal’s job forms are fully customizable. No matter if you create new checklists, tasks to do lists or multi-level tasks, you’ll get a tailored solution for your business.

Want to take Zegoal for a test drive?

Set up job forms for any kind of your field staff -
service engineers, field technicians,
and all other deskless workers - with Zegoal.