Eliminate paperwork
Replace handwritten logs, progress reports, and material slips with digital documents submitted right from the field.
Automate compliance
Daily productivity logs, timesheets and work completions are completed and time-stamped — giving you a consistent record of what's happening on-site.
Streamline administration
Completed documents are submitted from the field and organized by project and crew, making it easy for your team to review updates and spot issues early.
Save money
Smart Forms helps you reduce rework, avoid delays, and keep your projects running on time and within budget.
Know what got done today
When updates are delayed or incomplete, it’s hard to manage a jobsite. Smart Forms makes it easy to:
- Capture daily progress with digital reports from the field
- Track completed work, outstanding tasks, and final punch lists
- Keep projects moving with real-time documentation
Track productivity and crew output
Without accurate records, it’s tough to know where time and labor are going. With Smart Forms, you can:
- Document task completions and crew activities by job
- Monitor productivity across teams, locations, or projects
- Spot slowdowns early before they become costly delays
Stay on top of materials and deliveries
Missing materials and delivery delays can stall your entire job. Smart Forms helps you:
- Record material usage as it happens
- Confirm deliveries with digital receipts from the field
- Prevent shortages and track site readiness at a glance
Reduce delays and rework
Poor documentation leads to missed steps and costly rework. Smart Forms gives you:
- Clear, time-stamped records of what was done and when
- Visibility into task completion and project status
- Confidence that your job is moving forward — not in circles
FAQS
What kind of field service forms can be filled out with Smart Forms?
Smart Forms includes ready-to-use templates for field service forms, including work order templates, job completion forms, maintenance work order templates, client consent forms, and customer feedback forms. You can also customize forms to match your workflows, such as service reports, daily logs, and material tracking.
I already use paper field service forms. How do I get those into Workyard?
It’s easy to convert your paper forms into digital field service forms using Smart Forms. You can recreate documents like work order forms, job logs, and maintenance reports with our drag-and-drop builder, or upload a copy and use our AI-powered converter to generate a mobile-friendly version your crew can complete on-site.
Can my team fill out field service forms outside of clock-in or clock-out?
Yes. All published field service templates, such as work order requests, job completion forms, and client authorization forms, are accessible from the form library at any time. Crews can submit forms whenever the task is complete — not just during clock-in or clock-out.
Can field service forms be completed when offline?
Yes. If a form is triggered by clock-in or clock-out, it will still be available in offline mode. While the full form library is only accessible with an internet connection, field crews can still complete key job forms, such as work orders and inspection checklists, without losing progress.
Is Smart Forms included with Workyard’s time tracking subscription?
No. Smart Forms is a separate add-on to your Workyard account. However, every user starts with 50 free field service form submissions each month so you can try it before upgrading.
Can I use Smart Forms without a Workyard subscription?
Smart Forms is available exclusively to Workyard Workforce Management subscribers. It integrates directly with time tracking, crew scheduling, and job tracking tools to give you a complete field service management solution.