Forms
Your own forms and checklists, filled in on the job
Every trade has its own lists: a handover checklist, an inspection form, a set of questions for the first visit to a client. On paper they go missing, and on a standard form your way of working rarely fits exactly.
You build your own forms and checklists with the fields you need: a line of text, a choice, a photo, a signature and more. The engineer fills them in on the phone, without signal too, and the labels are in the client's language.
That way you record what has been checked and agreed on site, your way, and it belongs to the job instead of sitting in a folder at the office.
Put it together yourself
Build a form or checklist with exactly the questions that suit your work.
Different field types
Text, a choice from options, a photo, a signature and more, chosen per question.
Fill in offline
The engineer works through the list on the phone, in a spot without signal too.
Labels in the client's language
The text on the form adapts to the client's language.
Kept with the job
The filled-in form hangs off the job, found together with the rest of the work.
A fixed way of working
A checklist makes sure every engineer walks through the same steps, every time.
Why a fixed paper checklist does not work on the job
Every trade has its own lists: the commissioning sheet of a boiler, the inspection of a scaffold, the final check of a cleaning round. On paper they get lost, are half filled in and cannot be found later with the right customer. And a standard form from a software vendor never fits your work exactly.
In TelMaar you build your own forms with text, dropdowns, yes-no questions, photos and a signature. You link them to a job type, so the technician gets them on screen automatically. They work offline and the labels are in the technician's or the customer's language.
What you can do with the completed forms
Every completed form is attached to the job and to the object it is about. At the next service you see what was ticked last year, which photos were taken and who signed. That is exactly what a client or insurer asks for when something goes wrong.
You can send the form as a PDF with the work order or the invoice, so the customer sees what was checked without asking. If you want a mandatory field before a job can be closed, you set that and the technician cannot proceed without filling it in.
Frequently asked questions about this feature
Can I make my own forms?
Yes. You put a form or checklist together yourself with the fields you need, from a line of text to a photo or a signature.
Do the forms work without signal?
Yes. The engineer fills them in on the phone, offline too, and they sync as soon as there is a connection again.
Can a form work something out for me?
No, there are deliberately no calculating fields for that. A form records what has been checked and agreed; it does not work anything out.
Planning and doing the work
Ready to see how it works for yourself?
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