Scheduling & dispatch
Forms & checklists software that makes every visit done the right way.
Inspections, safety steps, and customer sign-offs that techs complete on the job — with photos, readings, and signatures attached.
14-day free trial. No credit card.
How it works
How forms & checklists works in Homeforce
Your standards, built once and followed on every job — so quality doesn't depend on who caught the call.
Form builder
Turn your process into a form in minutes.
Drag in checkboxes, readings, photo fields, dropdowns, and signatures. Mark fields required, add pass/fail logic, and start from templates for common inspections.
Automation
The right form shows up on the right job.
Assign forms by job type, equipment, or membership, so a furnace tune-up always brings the tune-up checklist. Required forms must be finished before the job can be completed.
In the field
Fast to fill out, even offline.
Techs tap through forms on the mobile app, snap photos inline, and record readings with the right units. Everything saves offline and syncs when the phone reconnects.
Records
Professional reports customers actually read.
Completed forms become branded PDF reports with photos, sent to the customer automatically and stored on the job for warranty, insurance, and permit records.
What it can look like
Illustrative example: a 12-tech company doing 900 tune-ups each spring
- inspections done to the same 21-point standard
- 900inspections done to the same 21-point standard
- photos filed to the right job without a shared drive
- 4,500+photos filed to the right job without a shared drive
- to send a branded inspection report to the homeowner
- 1 tapto send a branded inspection report to the homeowner
Illustrative example for planning purposes, not a reported customer result. Your outcomes depend on your team, market, and setup.
Popular with
Forms & checklists connects to the rest of Homeforce — no exports or re-typing.
- Mobile appEverything techs need in the field — even offline.
- Voice-to-notesTechs talk; clean job notes write themselves.
- Customer portalSelf-serve approvals, payments, and history for customers.
- Memberships & service agreementsRecurring revenue that renews, bills, and schedules itself.
- AI coachCall and visit coaching for every CSR and tech.
- Projects & job costingMulti-week jobs scheduled, tracked, and costed live.
FAQ
Forms & checklists questions, answered.
Have a question we didn't cover? Book a demo and ask a product specialist.
Can I recreate my existing paper forms?
Yes. Most paper inspections can be rebuilt in the form builder in under an hour, and our onboarding team can help convert your current forms during setup.
Can forms be required before closing a job?
Yes. Mark a form as required for a job type and the tech can't complete the job until every required field is filled.
Do forms work offline?
Yes. Forms, photos, and signatures save on the device and sync automatically when the phone reconnects.
Can customers see completed forms?
You choose. Completed forms can be sent as branded PDF reports and appear in the customer portal, or stay internal.
Can a failed checklist item trigger follow-up?
Yes. Pass/fail fields can create a task, flag an opportunity in the sales pipeline, or add a recommended repair to the estimate.
See forms & checklists with your own jobs.
Start a 14-day free trial, or see it with your own jobs, techs, and pricebook in a 30-minute demo.
14-day free trial · No credit card · Month-to-month · Free data migration