Form Builder
Easily build forms with a variety of question and answer types. Your team will always gather error-free information.
CUSTOM FORMS
Build Custom Forms for Any Situation
Build and create digital custom forms with Commusoft. These are perfect for every situation, especially as your business evolves. We offer a variety of different question and answer formats, so you can design the perfect form and easily get them into your customers' hands.
Increase Your Businesses’ Productivity With Custom Forms
Form Templates
Save time with templates: from safety assessments to inspection forms, to anything in-between, you'll be prepared for any situation.
Form Logic & Conditions
Collect precise information with questions based on specific dependencies and conditions.
Microsoft Word
Build and customize your custom forms within Microsoft Word, and upload them to Commusoft.
Mobile and Web
Custom forms are built to be completed by technicians on-site through their mobile app or on the web.
Integrated Records
Save custom forms with job reports and against customer records. This way no important information falls through the cracks.
David
Commercial Director
Ayrshire Tree Surgeons
With Commusoft we automate and centralize a lot of our checklists. We have a full repository of completed forms, and can refer back to them at any time.
Build Next-Level Custom Forms
Create Forms That Suit Your Needs
ADAPTABLE CUSTOM FORMS
We understand that each business likes to do things a little differently. That’s why we give you the freedom to create as many custom forms as you want. Create safety forms, checklists, assessments, whatever you want. The document will then be available for technicians to use on site.
Uncomplicated Form Building
MICROSOFT WORD INTEGRATION
We integrate with Microsoft Word. Build your form template, and use our add-on to sync it to Commusoft. Simply drag and drop to quickly map the answer fields into your document. Generating a PDF that perfectly meets your vision has never been easier.
See How You Can Capture Valuable Job Site Data!
Categorize and Sort Your Custom Forms
An Organized, Paperless Solution
TAILOR-MADE CUSTOM FORMS
Our simple-to-use digital forms multiply employee productivity. Design your form page by page and set up sections within those pages to keep things organized. Your technicians can quickly complete forms and obtain customer signatures from the job site.
Never Lose Customer Information
SAVE FORMS AGAINST JOBS
Your completed forms are always available. Commusoft’s comprehensive customer database and job management features store all actions and documents against the appropriate customer. Your staff will be fully informed when booking new jobs and discussing previous work with customers.
Custom Forms FAQs
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Custom forms can help your business enforce site safety, meeting industry regulations, and document important job details for customers. With Commusoft, you can build and customize custom forms for practically any situation.
Some examples include site safety forms, installation checklists, and maintenance workflows. Technicians complete these directly from the job site and receive digital customer signatures. Once approved by your office staff, completed custom forms can be emailed, or mailed straight to customers.
Custom forms add a professional touch to your jobs, and make your business more memorable: increasing your chances of booking future jobs.
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Unfortunately, we can’t commit to building customized forms for all of our clients.
Don’t worry, we’ll give you all the tools you need to quickly create professional forms on your own! Our client success team is more than happy to show your team how to create and complete custom forms in your personalized training calls.
Learn more about training and onboarding with Commusoft.
If there are any bumps in the road, our client service team is a quick email or phone call away!
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Our custom forms software pricing depends on how many licenses you need, and which of our powerful plans you choose.
Related Commusoft Features
Capture vital information directly from the field.
Mobile App
Commusoft’s mobile app empowers technicians to accept jobs, build reports, invoice and accept payments, and more, all from the field. This means your office and remote teams will always be in-sync.
Asset Management
Record asset information directly from the field, including type, model, and service history. With asset histories, your team can make informed parts or replacement decisions.
Customer Database
Host each customer and company you service in Commusoft’s organized customer database. With job details in one central location, you can stay on-top-of each customer’s unique needs.
Customer Portal
Commusoft’s customer portal software empowers multi-property customers with a centralized database of invoices, job reports, and custom forms they can access any time of day.
More Content
How to Create Superior Customized Forms
Field service companies that use highly customizable and user-friendly forms offer a remarkable experience!
A Practical Guide to Automation
Forget about filling out paper forms, take your business to the next level with this step-by-step guide to automating your most troublesome processes.
Westminster Heating and Plumbing
"I can honestly say going forward with technology, it's so much easier, so much more organized, and just a lot more professional."