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DIGITAL SERVICE REPORTS

Service reports. Simple, clear and digital.

Complete service reports digitally on phone, tablet or desktop. Formsy® gives engineers and service teams a form built around the checks, findings and information your business needs to record.

Example service report layout
Example layout shown for illustration only. We can design and set up your digital form to capture whatever information, fields and layout your business requires.
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Turn your service report into a digital form

If your business still completes service reports on paper, Formsy® provides a straightforward way to move the same process onto a phone, tablet or desktop.

We set the form up for you around the information you need to collect. Your team simply opens the form, completes the required details and finishes the record — without having to build forms or redesign your existing process themselves.

The example shown above is simply one possible layout. Your Formsy® form does not need to look like this — we can create the fields, sections and layout around exactly what your business needs.

Built around your form

Already have a service report you use? Send it to us and we can use it as the starting point for your digital version.

Complete it anywhere

Fill in forms on phone, tablet or desktop, with offline working available through the mobile app on phone or tablet when an internet connection isn't practical.

Ready when completed

Save, email at the click of a button, or download a completed PDF whenever you need it.

Capture the information your business needs

Your digital service report can be set up around your existing layout and workflow, including the fields, choices and declarations relevant to the way your business operates.

Frequently used information can be made quicker to enter, while structured fields help keep records clear and consistent across your team.

Your form can include

  • Customer and site information
  • Equipment or asset details
  • Service checks and readings
  • Engineer findings and recommendations
  • Parts or materials used
  • Photos and signatures
  • Sequential report numbering

Less writing. Less repeated information.

Digital forms can make repetitive waste paperwork much quicker to complete. Details that rarely change can be pre-populated or pre-selected where appropriate, helping your team spend less time entering the same information on every note.

1

We set it up

Send us your existing form, template or simply tell us what you need.

2

Your team completes it

Open the digital service report and enter the job-specific information.

3

Complete the record

Capture the required declarations or signatures and finish the form.

4

Save, send or download

Keep the completed record available and produce a PDF when required.

Easy to find when you need it

Instead of searching through pads, books or filing cabinets, completed forms are kept together in Formsy®. Search your completed records and retrieve the form you need without relying on the original paper copy.

Ready to make your service reports digital?Tell us what you use now — or what you need — and we'll take it from there.
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