Job Forms
Replace paper sign-off sheets, safety checklists and service reports. Build any form with drag and drop, capture photos and signatures on site, then send a branded PDF straight to the customer.
Included on Growth and Scale plans.
Every sign-off sheet, checklist and report — done on the job
Build the forms your trade actually runs on, then fill and sign them right on the job. Techs capture photos, signatures and pre-filled job details on their phone. Completing a form saves a clean branded PDF to the job automatically, ready to email or attach to the invoice. No clipboard, no scanner, no re-typing.
- Drag-and-drop form builder in the portal
- Five ready-made starter templates
- Fill and sign on mobile or in the portal
- Branded PDF saved to the job automatically
Job Completion Sign-off
Sarah Mitchell · 2:14 pm
Build any form with drag and drop
A three-column builder that anyone can use. Pull fields in from the library on the left, arrange them into sections on the canvas and tune every setting on the right. Text, numbers, dates, Yes/No, dropdowns, checkboxes, photos, signatures and pre-filled job data — all the pieces your sign-off sheets, safety checklists and reports need.
- Field library with a dozen field types
- Sections to group related questions
- Per-field settings — required, help text and more
- Signature roles for customer and technician
Fields
Field settings
Customer sign-off
Signature
Templates
8 fields
11 fields
14 fields
16 fields
10 fields
12 fields
Start from a ready-made template
Five starter templates cover the paperwork most trades run every day — Job Completion Sign-off, Service Report, Site Inspection Report, JSA/SWMS and a Maintenance Checklist. Use them as-is, or clone one and make it yours. Cloned templates become your own to rename, reorder and extend.
- Five ready-made starter templates
- Use a starter directly or clone to customise
- Starters are read-only so they stay intact
- Build your own from scratch anytime
Filled and signed before they leave site
Your tech opens the form on the job in the Cooledge app. Job details are already filled in. They snap photos from the camera or library, tick the boxes and hand the phone over for a signature drawn right on the screen. A form can be saved as a draft at any point, but required fields and signatures have to be there before it can be completed.
- Open the form straight from the job
- Photos from the camera or library
- Signatures drawn on the screen
- Required-field gate before completion
Job Completion Sign-off
Work completed as quoted
Completion photos
Customer signature
Sarah Mitchell · 2:14 pm
ABC Plumbing
ABN 12 345 678 901 · Sydney NSW
Job #2041
Job Completion Sign-off
Customer signature
Sarah Mitchell · 3 July 2026
A branded PDF on every job
The moment a form is completed, Cooledge renders a clean PDF with your logo and business details and saves it to the job's attachments — with a note dropped on the job timeline so everyone can see it was done. No scanning, no filing, no chasing a signed copy weeks later.
- Your logo and business details on every page
- Saved to the job automatically on completion
- A note added to the job timeline
- Ready to email or attach in one tap
Send it with the invoice
Email the completed PDF to the customer with one tap, or attach it to the invoice email so the sign-off and the bill land together. Each template can attach by default, and a “signed forms only” toggle keeps unsigned drafts out of what the customer sees.
- One-tap email of the completed PDF
- Attach completed forms to invoice emails
- Per-template attach-by-default setting
- Signed forms only toggle in the send dialog
Send invoice
Attach completed forms
Powerful Features Under the Hood
Everything you need to turn paperwork into a clean, signed record on the job
Pre-filled job data
Job number, customer, site address and date resolve straight from the job. Your tech starts halfway through, not with a blank sheet.
- Pulled in at fill time
- Stored with the completed form
- Nothing retyped on site
Customer & technician signatures
Two named signature roles, each optional or required per template. Add a declaration line so a signature actually means something.
- Declaration lines per signature
- Typed signer name captured
- Date and time stamped
Internal-only fields
Some answers are for your team, not the customer. Mark a field internal and it stays on the job record, off the copy the customer sees.
- Captured on the job record
- Hidden from the PDF and email
- Flagged in the filler UI
Locked once completed
A signed form can never be silently edited. Answers lock on completion, and corrections go through an audited void-and-recreate flow.
- Answers lock on complete
- Corrections via void and recreate
- Full audit trail on the job timeline
Ready to streamline your business?
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