Custom Forms for Mobile Service
Build Your Own Forms in Cargas Energy
Standardize Service Processes & Capture Documentation
Build and attach custom forms to work orders so technicians can complete them in the field using the Mobile Service app.
Standardize Service Processes
Build your own checklists and attach them to work orders so technicians follow consistent processes.
Capture Documentation Automatically
Automatically save completed forms to the work order and customer account.
Keep Technicians in One System
Allow technicians to complete forms inside the Mobile Service app they already use.
Reduce Data Entry
Pre-populate form fields with Cargas Energy data so technicians don’t have to re-enter information.
Enforce Documentation Requirements
Configure work orders so they can’t be closed until required forms are completed.
Reduce Software Costs
Eliminate or reduce your need for paper or third-party tools by bringing form functionality into Cargas Energy.
Key Features
Bring form functionality into Cargas Energy and build exactly what you need for your business.
Add Forms to Your Service Workflows
- Build custom service forms
- Attach forms to work orders
- Pre-populate form fields with existing Cargas Energy data
- Require form completion before closing jobs
- Store completed forms with work orders and customer accounts
- Complete forms offline
Build Exactly What You Need
- Customize form field types
- Mark form fields as required or read-only
- Add conditional logic steps
- Customize form layout
- Include HTML formatting
- Capture photos on forms
Manage Everything Securely
- Download or email completed forms
- Restrict creation/editing of forms in the setup screen
- Restrict editing of submitted forms
Schedule a Personalized Demo
See Custom Forms for Mobile Service in action. Fill out the form to schedule a live demo with our team!
Request a Personalized Demo
See Custom Forms for Mobile Service in action. Contact our team for a personalized demo.