Formdio: Service Reports

Create service reports, professional quotes, and payment receipts from your phone. Formdio helps service contractors, repair businesses, and field service teams document completed work and keep customer records organized.

Save your customers, products, and services, then reuse their details in new documents. Prepare a quote before the job, record the service you provide, and create a receipt when you receive payment—all in one mobile app.

Service reports for work in the field
Select a customer and record the work performed, products used, services provided, and relevant notes. Complete your service form on your mobile device. When the job is done, have the customer review and sign the service report, then share it as a PDF.

Create professional quotes
Build a quote using your saved products and services. Add prices, descriptions, and the details your customer needs to understand the proposed work. Generate a PDF quote and share it from your phone. Keep your pricing documents and customer information in the same app.

Payment receipts
Document payments you have received. Select the customer, enter the payment information, and create a payment receipt to share as a PDF. Keep a clear record of received payments alongside your service documents.

Customer records and history
Enter customer details once and reuse them when creating new documents. Open a customer's record to view previous service reports and payment receipts, so you can look back at documented work and payments.

Products and services
Save the products and services you use regularly. Select saved items when preparing service reports or quotes to cut down on repeated data entry.

Customer signatures and PDF sharing
Let customers review service reports and supported documents, then sign directly on your mobile device's screen. Create and share PDF service reports, quotes, and receipts without printing a copy for every customer.

For service and repair professionals
Use Formdio for air conditioning and boiler service, appliance repair, electrical and electronics service, computer repair, machinery maintenance, automotive service, and other on-site work.

Prepare the quote when a customer asks for a price. Document the completed service and issue a receipt after receiving payment. Keep your daily service paperwork organized from your phone with Formdio.