Create Forms That Fit Your Field Service Needs Perfectly
Replace paper checklists with digital forms that capture precise field data every single time.
The daily chaos of missing forms, incomplete data, and late submissions
Lost Records
Physical forms get misplaced easily, making it difficult to track inspections, approvals, or client feedback.
Data Silos
Information stays locked in paper folders or apps that don’t connect with the rest of your system.
Manual Workload
Re-entering field data manually wastes hours that could be spent completing jobs or managing operations.
Slow Reporting
Managers wait days for technicians to return forms, delaying approvals, payments, and client communication significantly.
Custom Forms Built for Every Field Service Team
Plumbing
Cleaning
HVAC
Lawn Care
Pool Maintenance
Handyman
Tree Care
Roofing
Landscape
Electrical
Smarter Digital Forms That Adapt to Every Service Scenario
Reduce form errors with pre-filled fields, validations, and automated data syncing across systems.
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Drag & Drop Scheduling
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Conflict Alerts
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Recurring Jobs
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Smart Assignments
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Real-Time Updates
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Calendar & Map View
Experience Smart Form Creation in Action
What Accurate Field Data Collection Feels Like
Improve Accuracy
Eliminate handwritten errors with custom forms that capture clean, reliable field data.
Ensure Compliance
Collect required details consistently to meet safety and quality audit standards easily.
Standardize Reporting
Keep every inspection, checklist, and report aligned across all projects and teams.
Boost Efficiency
Simplify field operations with real-time form submissions and instant dashboard updates.
Smart Integrations That Keep Every Workflow Connected
Upvoit connects your entire business with tools like QuickBooks, Xero, Stripe, Square, Zapier and more. Every invoice, job, and record syncs automatically. It reduces manual work, improves accuracy, and keeps financial and operational data completely aligned.
“We were growing fast, but managing schedules and payments was getting out of hand. Clients would change timings, staff would forget updates, and it was hard to keep track. Upvoit made everything so much easier. The team checks in from their phones, I see updates live, and invoices go out the same day. It’s honestly the first system that didn’t make my job harder.”
“Keeping track of electricians on multiple sites used to drive me crazy. Someone was always late, someone forgot to log a job, and I’d spend half my day chasing updates. Upvoit changed that completely. Now I can see who’s on which site and what’s done in real time. We finish jobs faster and I don’t have to make constant follow-up calls anymore.”
“We had zero clarity on which projects were profitable. Crew hours, fuel, invoices, all scattered. Upvoit finally connected everything. Now I can see live project costs and team efficiency from my phone. We’ve saved over 12 hours a week and caught errors we didn’t even know existed.”
“We were running on whiteboards, WhatsApp, and memory. If one call got missed, the entire day fell apart. With Upvoit, dispatch takes two minutes. Invoices go out the same day. I used to work 14-hour days, now I’m home by dinner.”
Our biggest pain was communication. Jobs delayed, invoices sitting unsent, and customers asking for updates we didn’t have. Upvoit gave us visibility on every technician, every ticket, every dollar owed. We’re collecting payments 3x faster and finally stopped chasing paper.”
We were juggling five different tools just to track daily jobs. Things slipped through the cracks, missed call-backs, unpaid invoices, you name it. After switching to Upvoit, our entire team runs from one screen. Techs update jobs from the field, customers get notified instantly, and we haven’t missed a single appointment in months.”
“Before Upvoit, every week was a mess. Jobs overlapped, crews got mixed up, and I was stuck calling people all day just to see where everyone was. Now everything updates on its own. I can check my phone and know exactly who’s doing what. We don’t double-book anymore and the stress is just gone.”
Frequently asked questions
Helpful answers for teams digitizing their field checklists and documentation processes.
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What is the Custom Forms feature in Upvoit?
Upvoit’s Custom Forms feature lets teams create, customize, and manage digital forms for collecting accurate field data quickly.
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Can I build forms without any coding knowledge?
Yes. Upvoit’s form builder is drag-and-drop simple, so anyone can create forms in minutes.
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Do the forms work on mobile devices?
Absolutely. Custom forms work seamlessly on mobile, allowing technicians to capture data on-site easily.
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Can forms be filled offline?
Yes. Technicians can complete forms offline, and all data syncs automatically once they’re back online.
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What kind of forms can I create with Upvoit?
You can create inspection forms, safety checklists, maintenance reports, feedback forms, and compliance templates for any industry.
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Can I add photos, signatures, or notes inside forms?
Yes. You can attach images, add notes, and capture customer or technician signatures directly within each form.
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Can forms be customized for different services or teams?
Yes. Create unique forms for specific departments, projects, or clients with full customization options.
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Can I automate workflows using submitted forms?
Yes. Submitted forms can trigger automated actions like job creation, task assignments, or report generation.
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Can I export or share form data easily?
Of course. You can export data to spreadsheets, download PDFs, or share directly with clients and managers.
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Do custom forms integrate with other tools in Upvoit?
Yes. All form submissions automatically connect with Upvoit’s job scheduling, invoicing, and reporting modules for smooth workflows.
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Can I use templates instead of building from scratch?
Yes. Upvoit provides ready-made templates for inspections, maintenance, and compliance forms that you can easily customize.
