Get the paperwork off the clipboard and onto the job
Tasks & Checklists gives you a drag-and-drop form builder for inspections and safety checks, plus contextual to-dos tied to the exact customer or appointment they belong to — with photos and signatures captured on site and PDFs ready the moment the job closes.
- Build a checklist once and reuse it on every matching job
- Photos and signatures attach directly to the job record
- Forms work offline and sync when the tech is back in range
The proof of a good job is sitting in a truck, on paper
A tech does a thorough inspection, notes three things worth flagging, and it all lives on a paper form that gets stuffed in a clipboard and never makes it back to the office intact.
Build the exact checklist your trade needs
Drag fields into place: photo, signature, multiple choice, measurement, pass/fail. Save it once as a template and every technician doing that type of job uses the same standard, whether it's a gas safety check or a garage door tune-up.
- Drag-and-drop fields: photo, signature, text, checkbox, measurement
- Templates per job type so quality doesn't depend on who shows up
- PDF export gives customers a professional report of the visit
To-dos attached to the job, not floating in a list
A task like 'call customer when the part arrives' lives on that exact appointment or contact, visible to whoever picks it up next, instead of scattered across sticky notes and text threads.
- Tasks link directly to a contact, appointment or workflow
- Assign a task to a specific person with a due date
- Completed tasks and forms stay attached to the job forever
What you get out of the box
Live in an afternoon, not a quarter
Build the checklist once
Drag in the fields that matter for that type of job or inspection.
Attach it to the workflow
Set the form to trigger for the matching job type automatically.
Fill it out in the field
The tech completes it on their phone, with photos and signature, even offline.
It lands on the job
The completed form and any open tasks stay attached to the record and export as a PDF.
Built for the people doing the work
Part of the same platform, not a bolt-on
Tasks & Checklists shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Form and task tools are included in plans with field operations; template limits scale with your plan.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyGet the checklist off paper and into the job
Standardize inspections, capture proof on site, and keep every task visible until it's actually done.