Service Pro FSM/Inspections and forms
Build your inspection forms once and publish them to your technicians' devices.
The Mobile Forms Builder in Service Pro FSM lets your team create and maintain inspection forms, checklists and field reports, publish them to technicians' devices, and complete them online or offline.
Paper inspections lose the detail you'll need later.
Paper sheets get lost, get filled in differently by each inspector, and don't reach the office until after the fact. The findings that should become quoted work sit in a folder.
With Service Pro FSM, forms are standardized across the team, completed on site, and synced to the back office with photos and signatures attached.
Your forms, built and changed by your own team.
Use flexible question types, required fields and a notes section to capture what each job needs. Build forms around customer requirements, manufacturer standards, equipment type or your own inspection process, and publish updates to technicians' devices automatically.
- Checklists, checkboxes, radio buttons and free-form answers in the same form
- New forms and form updates published to field teams automatically
- Work order visit details tracked by work type, technician or asset
Pass or fail a whole row of equipment in one tap.
Bulk inspection tags multiple equipment assets with a pass or fail status in a single tap, and sub-inspections handle multi-level safety checks. A completed form generates a field service report you can send straight to the customer.
- Pass and fail options that cut the time spent on each asset
- Condition photos, contact details and customer signatures captured on site
- Inspection data passed to your ERP and reporting systems after the visit
What inspections and forms include
Self-service form builder
Create and maintain your own forms, so you aren't waiting on anyone else.
Flexible question types
Checklists, checkboxes, radio buttons and free-form answers, mixed in one form.
Required fields
The data you can't do without, captured on the visit it belongs to.
Bulk pass and fail
Tag multiple assets with a status in a single tap.
Sub-inspections
Multi-level safety inspections broken into the checks they're made of.
Photos, signatures and barcodes
Condition photos, customer sign-off and equipment scans on the form.
Offline completion
Forms completed where there's no connection, synced once the device is back online.
Automatic reports
A field service report generated and sent to the customer after the inspection.
Reporting by asset
Results tracked by work type, technician and asset, so trends are visible.
Speed up your Time-to-Invoice on Service Pro FSM.
A completed inspection syncs to the back office with the job, so its findings and sign-off are there when billing picks it up, and failed items are ready to quote as work.
See how Time-to-Invoice worksClose-out
Ready for billing
Assembled from the job record
- Inspection completed on site
- Findings and photos attached
- Customer signature
- Failed items ready to quote
- InvoiceReady
Each capability works from the same Service Pro FSM record.
The job, the asset, the contract and the parts sit in one system, so what dispatch sees is what the technician sees, and it's what billing sees too.
Questions service leaders ask before they commit to a system
Yes. The Mobile Forms Builder is self-service, so your team creates forms, changes them and publishes updates to technicians' devices without a support ticket.
Yes. Technicians complete inspection reports and look up inspection data whether they're connected or offline, and the results sync to the back office afterward.
Anything from a simple questionnaire checklist to complex, multi-level safety inspections, including preventive maintenance checks, compliance reporting and work order completion.
It syncs to the back office, generates a field service report that can go to the customer, and can pass to your ERP and reporting systems.
Yes. Results are tracked by work type, technician and asset, so you can see trends, support safety programs and spot work worth quoting.
Bring one of your paper forms and watch it go digital.
We'll rebuild it in the Mobile Forms Builder with you and complete it on a technician's device.