In the field, on a phone
The form is comfortable to fill in on a phone. You can also enter a different service address.
Service forms
Fill in the form on your phone when you reach the customer, write what was done, send it to the customer by link and turn it into an invoice with one click.
Try free for 15 days
Who it is for: For technical service, maintenance and repair teams that work in the field.
The customer sees the form
The form link is emailed to the customer, who sees it with your company logo and signature.
It turns into an invoice
A sales invoice is issued from the lines on the form. Products picked from stock leave stock with the invoice.
Service form
Still writing service forms on paper?
Switch to the online service form: fill it in on your phone at the customer’s site, email them a link, and turn it into an invoice when the job is done. Nothing gets lost and everything stays readable.
- Fill it in on your phone: type, technician, time and work done
- The customer opens the form from a link, no login needed
- Lines become a sales invoice and the products you picked leave stock
What is in this module?
Service, maintenance, repair
Three types, with a separate form number series.
Technician and hours
Pick the technician and enter the start and end time.
Service address
The customer address is the default and you can type a different one.
Work-done notes
The description of the fault and the work done are written on the form.
Sending to the customer
The link goes by email and the customer views it without logging in.
Invoicing
A sales invoice is created from the completed form.
Statuses
Open, completed, invoiced and cancelled.
Frequently asked
Can I edit a service form afterwards?
Only a form in the open status can be edited. A completed or invoiced form does not change.
Try it free for 15 days
No card required. Then $5 a month.