Move multi-step jobs from one worker to the next with mobile forms
Identify the job, open the form for the current step, record the work on a smartphone, and pass the submitted record to the next worker or office review.
Open the job and see the current work step
A technician can open assigned work or scan the available code on a work order, project, assembly, equipment item, or batch. The phone shows the information and form available for the current step and user.
At a rooftop HVAC unit, that may mean checking the equipment, recording readings, adding repair notes, taking photos, and submitting the service step before the job returns to the office.
Build one form for each step
Define the work steps, instructions, assigned roles, and status names your team already uses. Add a required or optional form to each step instead of asking every worker to sort through one long form.
A field-service job might move from dispatch to technician work, office review, correction, and completion. A shop-floor job might move through assembly, inspection, testing, packaging, and supervisor review.
- 01Identify the jobOpen assigned work or scan the available work item.
- 02Open the current stepSee the instructions and form available to that user.
- 03Complete the formRecord the work, findings, photos, and sign-off.
- 04Submit the recordFinish the worker's part and send it when connected.
- 05Hand off or reviewMove the job to the next worker, office step, correction, or completion.
Record the work on the phone
The form can use lists, checkboxes, required fields, repeatable issue groups, barcode or QR scans, photos, signatures, and supported device details. Office staff can prefill job information before dispatch so the technician does not type details the office already knows.
Workers can view the status and submitted history available for the item and their access. The record reflects what the team enters and the steps the company configures.
Pass the job to the next worker or office review
A submitted form can move the job to the next configured person or department. Office staff can add office-only information, check the field submission, or return the form for correction when details are missing.
Alerts can notify selected people about a completed step, problem, or value that matches a configured rule. The recipients, timing, limits, and follow-up action must be set for the actual job.
Use one form when the job does not need workflow
Not every task needs several steps. Use a stand-alone form when one worker can finish a service record, inspection, or condition report in one sitting. Add workflow when people need a controlled handoff, review, correction, or changing status.
- Stand-alone form
- One worker completes one clear job and submits one record.
- One task
- A service ticket, inspection, checklist, or report completed in one sitting
- Configured workflow
- The job has defined roles, forms, status changes, review, and a next action.
- Several steps
- Work crosses workers, departments, shifts, job stages, or days.
- Correction and handoff
- The submission may return for missing details or move to another person.
Find submitted records and open follow-up
Authorized staff can search submitted records by the available project, item, worker, date, status, or entered value. Review the job history, find an open step, and check records that were returned for correction.
Supported data can be exported as CSV, and a configured Microsoft Word template can create a PDF document. The available fields, calculations, and layout depend on the form and deployment.
Questions from the job
Frequently asked questions
How do mobile workflow forms track a multi-step job?
Each configured step has its own instructions, form, assigned role, and status. A submitted step can pass the job to the next worker, office review, correction, or completion.
Can office staff prefill part of a field form?
Yes. Office staff can prefill supported job details before sending the form to the field, and office-only fields can be completed during a configured review step.
Can a submitted mobile form be returned for correction?
Yes. Authorized office staff can review a submission and return the configured form when the worker needs to correct or add information.
Talk through the work
Talk with AHG about your job handoffs
Tell us what your crew needs to capture. We will help map the current process and the next practical step.