Employee time off request forms: A straightforward form for employees to request time off for vacation or illness. This helps keep track of who is absent and when, making it easier to manage schedules. See example below.

Incident reports: A form for employees to report accidents or problems that occur at work. This can assist your company in maintaining records and enhancing safety measures. See the example below.

Pre work order forms: Pre work order forms can house important information needed before beginning a job. This form holds employees accountable for noting any existing conditions, hazards, and specific requirements, ensuring that all preparations and safety measures are in place to prevent issues during the task.

Post work order forms: These forms capture details after a job is finished. It allows employees to report on the work they've completed, any problems they faced, and follow-up actions needed if applicable. This form ensures proof of work completion and can help your business evaluate performance.

Installation checklists/forms: Completed installation forms serve as a record of what was done during the installation, which can be useful for future reference, warranty claims, or customer inquiries. In the example below, you can require that photos be taken as well as a signature from both the technician and customer. The form cannot be submitted without the required fields being filled out.

Import and edit state and/or county required PDF forms: Various states and/or county's require specific forms when installing equipment, documenting existing damage, etc. With Custom Forms, you can simply import the required PDF and overlay numerous fields such as free text, dates, and signatures. Adding these fields to required forms ensures that all necessary information is captured in a clear and organized manner. This is crucial for compliance with state and county regulations, as well as for maintaining accurate records. This can quickly be done by office administration or technicians on the job. Below, you can see an example of a Florida required electrical safety inspection form. The form was imported and made easily fillable by adding the various field options (shown in blue).

Rebate forms: Rebates can be considered customer facing forms as well as internal documents. Customer facing examples are designed for customers to fill out in order to claim rebates on products or services they have purchased. They usually require customers to provide specific information, such as proof of purchase, personal details, and any other necessary documentation to process the rebate. However, in the example below, they can also have an internal component if businesses use them to track and manage rebate submissions and approvals. In that case, they may be used internally to ensure that the rebate process is handled efficiently.

Customer intake forms: Standardized forms, like the example below, minimize the chances of missing or incorrect information. With all relevant information collected upfront, your team can quickly process new customers and get them started with your services.

Service feedback forms: A quick form that you can share with your customers onsite or via email to gage their thoughts about your product / service. This helps your business understand what you're doing well and where improvements can be made for the future.