Task templates

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.

Digital documents

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. 


Popular Job Forms Fields​

Photo report

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.

phone in hand with task details


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.


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


Use multi-level task forms.

Directory selection

Select standardized values from task templates to limit error and improve analysis.

Still have questions?

Contact us and we will give answers!

Key Features of Jobs (Tasks) Templates​

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


What our customers say

An excellent solution for retail standards monitoring. I especially love the flexible report designer.



    The system is easy to use and helps us to automate management of medical representatives


      Gedeon Rihter

      Great solution for sales representatives activities monitoring. Easily customized for our needs.



        Flexible task templates (really cool!), GPS tracking with mileage control, task reports and all this in one application



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