If you are reading this, then you probably appreciate the power of ServiceM8 Custom Forms. It’s exciting to consider the serious amounts of manual labour being eliminated from within your business. Or comforting to know that your compliance obligations are being kept.
The idea of the custom form sounds deceptively easy:
- You take an existing, paper-based form, e.g. Heath & Safety Task List, Job Safety Analysis, SWMS, Gas Certificate of Compliance.
- You create a ‘digital’ version of the form which is then accessible from yours, your staff, or your contractors phones.
- You use this digital form to replace the original paper-based form when completing the job.
And hey presto! You have a digital artefact of the form, complete with signatures, dates, yes/no check-marks, and comments etc. Nothing gets missed. No more double-handling. Whenever you use this digital version of the form, you can save, email, or print out a version that perfectly mimics the old paper-based form.
As powerful as ServiceM8 Custom Forms are, this level of digitisation within your business requires careful planning, workflow analysis and design BEFORE you start thinking about the steps above.
Creating a Custom Form is like baking a cake
Our Custom Form Builder
Using the Custom Form Builder is the first of a three stage process. The second stage requires us to workflow/sequence your questions in an order that makes sense for the person who will be using the form. And the final stage is where we create your digital ServiceM8 Custom Form (which will be created in a SM8F format) and embed the field codes into a separate Word-based DOCX template used by ServiceM8 when you need to print a hardcopy.