Customized Multipurpose Forms for Field Services

  • Do you struggle with a load of papers on your desk with no way to sort or retrieve the required data? Are your field technicians having a hard time completing services as per the standard?

    What if your field service management software solution can take care of it all and provide you multiple ways to manage your technicians?

    FieldPLANR is a complete FSM software solution that is built to solve these issues and much more. No boundaries to how you can use the solution as it is highly customizable. Create, save and use forms for multiple purposes as per your requirement. Get creative with FieldPLANR! Use the forms for your technicians or customers as required.

    Below are just a few forms you can build using the dynamic form builder:


    Create feedback forms with custom fields and share with your client to fill it out accordingly. Give priority to assign customer’s favorite technician according to their input! Quickly find out which of your services need improvisation and which services are most loved.


    Know what your customers think of your services by creating survey forms with custom fields. Create your own questions and find out what customers are looking for in a field service: Is it an experienced technician? Is it high quality inventory or that of a particular brand? Share with clients and have them fill it out.


  • Preflight checklist for technicians:

    Ensure that your services are never hindered because of the assigned technician’s negligence. Create a digital preflight checklist on the technician app for technicians to prepare for and provide field service at its best. This will also strengthen your client’s trust on your technician and in turn your business.

  • Compliance:

    Based on the standard compliance set out for your relevant business, create checklists to make sure all standards are followed. Make the best use of the field mobile app as an inspection app or auditor app to fit your business right. Follow compliance standards and avoid the unnecessary risks of penalty or fine.

    File reports to keep track of your business and make the best business decisions. Streamline workflow with the scheduler and technician app that can be used by your field engineers on the go to fill out the forms and other purposes. The possibilities of customizing dynamic forms go far beyond the above. Use your creativity and build forms in a jiffy according to your business requirements, save them and use anytime. Find out more on FieldPLANR.


How Field Management CRM Solution Can Increase Your Profit!