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.
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:
Controls quality of tasks with live photographic verification right from the app. No need for bulky field equipment.
Sign on glass
Real-time electronic signatures from clients confirm agreement of completed task.
- 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
- 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.