Customer completes the form on mobile or desktop
Trades & ServicesSignaturePhoto uploadConditional logicOffice fields
Contractor job intake that captures the details before the site visit.
Collect job context, photos, urgency, access instructions, consent, and internal quote/status fields in one place.
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Template preview
Contractor Job Intake + Waiver
Customer, phone, email, and job address fields
Service type, preferred date/time, and job description
Photo upload, urgent issue, and access conditional fields
Permission, safety acknowledgement, and signature
Office fields for assigned contractor, quote, risk notes, job status, and follow-up
Problem
Fewer missing details before the contractor arrives.
Job descriptions often arrive without photos or access notes.
Urgent work needs extra context before dispatch.
Permission and safety acknowledgements should be captured clearly.
Quotes, risk notes, and follow-up status need internal fields.
Workflow
From customer submission to finished document.
FormOS connects intake, uploads, signatures, staff review, and PDF finalization in one workflow.
Uploads and signatures are collected in the same workflow
Staff completes Office Use Only fields after review
FormOS finalizes the submission into a completed PDF
Files and records stay organized for follow-up
Includes
What this template includes
Customer, phone, email, and job address fields
Service type, preferred date/time, and job description
Photo upload, urgent issue, and access conditional fields
Permission, safety acknowledgement, and signature
Office fields for assigned contractor, quote, risk notes, job status, and follow-up
For
Who this workflow is for
trade contractors
repair businesses
maintenance teams
installation service providers
Template disclaimer: FormOS templates are starting points for operational workflows and are not legal advice. Review wording for your business, location, and use case before publishing.
FAQ
Common questions
Can I edit this template?
Yes. Templates create normal FormOS forms, so you can edit labels, fields, wording, options, required fields, and internal office fields before publishing.
Can customers sign on mobile?
Yes. FormOS signature and initials fields are designed for mouse, touch, and phone-screen signing.
Can uploaded files go to Google Drive or Dropbox?
Yes, when your plan and integration settings allow it. FormOS can route uploaded files to the storage provider selected by the form owner.
Is this legal advice?
No. These templates are operational starting points. You should review wording and legal suitability for your business and jurisdiction.
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