Complete field service forms beside the equipment
Use a phone or tablet to record equipment installation, service, repair, testing, or inspection at the job site. Add parts, labor, photos, and a signature, then send the completed record to the office.
Record the service call beside the equipment
A technician can stand beside a commercial overhead-door drive, identify the equipment, and record a repair ticket on a phone. The same approach works for pumps, HVAC units, generators, service trucks, and other equipment your team installs or maintains.
Keep the equipment serial number, reported problem, service work, replacement part, labor hours, photos, and customer signature with the same submitted job record.
Start with the field-service form the job needs
Choose a ready form that is close to the job, then change its fields to match your equipment and service process. Keep the form short enough to use beside the work, but detailed enough for the office and customer to understand what happened.
- Installation
- Record the customer, equipment, purchase order, startup checks, photos, and sign-off.
- Service and repair
- Capture the problem, diagnosis, work completed, parts, labor, and customer signature.
- Maintenance
- Work through the equipment checklist and record readings, parts changed, and problems.
- Inspection and testing
- Record the unit, required checks, test results, deviations, notes, and photos.
- Damage report
- Describe the damaged equipment, add photos, and send the finding for follow-up.
- Expense report
- Enter field costs and attach receipt images before sending the report to the office.
Give technicians the equipment details they need
A QR code can identify the available equipment and open supported specifications, data sheets, PDF documents, service history, or the next form. The technician sees only the information allowed by the account setup and user permissions.
The scan helps the technician find the right record quickly. It does not replace the inspection, test, or repair work recorded in the form.
Add parts, labor, photos, and customer sign-off
A service form can collect the problem reported, condition found, test reading, parts used, labor hours, and work completed. Add a note when the technician needs to explain a finding or recommend the next service step.
The phone camera can add job photos, and the customer can sign the configured form on a supported device. These details stay with the submitted service record instead of being matched to paper later.
Move the job from dispatch to field work and office review
Dispatch can start the record with the customer, location, equipment, and requested work. The technician completes the field portion and submits it when a connection is available. The office can then review it, request a correction, or continue the configured workflow.
- 01Dispatch jobEnter the customer, location, equipment, and work requested.
- 02Open equipment recordUse the assigned job or scan the available equipment label.
- 03Record service workEnter checks, readings, diagnosis, labor, and work completed.
- 04Add parts, photos, and signatureKeep the job evidence and sign-off with the service record.
- 05SubmitSend the finished form when a connection is available.
- 06Office reviewCheck, correct, report, or route the next configured step.
Find completed service records and build reports
Authorized staff can search submitted service records by available details such as customer, job, equipment, technician, date, or result. The record stays available for the next call and for office follow-up.
Supported setups can export CSV data or create a configured PDF report for the customer or office. The exact offline behavior, alert, reminder, report, and approval steps depend on your setup.
Questions from the job
Frequently asked questions
What field-service jobs can use a mobile form?
Mobile forms can support equipment installation, maintenance, service and repair, testing, inspections, damage reports, property checks, vehicle inspections, and field expense reports.
Can the office start a form and send it to a field technician?
Yes. A configured workflow can begin with job details entered in the office, move to the technician for field work, and return for review, correction, or another step.
Can field-service forms work when the signal drops?
Supported forms can be completed offline and submitted when a connection is available. Confirm the offline behavior, device support, and workflow your team needs before rollout.
Talk through the work
Talk with AHG about field-service forms
Tell us what your crew needs to capture. We will help map the current process and the next practical step.