Digital work orders and forms. Filled in on the phone, straight onto the record.
Build your own work order, survey or checklist. Your people in the field fill it in on their phone, with photos, scans and the customer's signature. On submit, everything is on the record as a PDF.
How forms work in stipt.Build, fill in, done.
From work order to handover form: you build a form once and use it on every visit.
Build
You build your own forms.
Click fields together: text, choices, date and time, photos, a signature, a scanner for serial numbers. Split a long form into pages, and show questions only when an earlier answer calls for them.
- Fields for text, choices, photos, signature and more
- Questions that only appear when they apply
- Customer, address and appointment fill themselves in
Work order
In the field, your team fills in the work order on the phone.
The work order belongs to the appointment. Your colleague taps Start form in the portal, the visit shows as in progress, and they fill in the work order. With poor signal, the portal keeps everything and sends it as soon as there is a connection again.
- Start from the appointment, the visit shows as in progress
- Photos upload in the background
- Without signal, everything is kept
Site survey
A survey that sets up the quote.
On the survey, the adviser records what is needed: the insulation, the current heating, the fuse box and photos of the facade and roof. Customer name and address are already filled in. In the office you read it back on the record.
- Choice questions, photos and notes in one form
- Customer name and address filled in automatically
- Accept or reject, with an explanation
On the record
Every submission is on the record as a PDF.
On submit, stipt makes a PDF, on your own letterhead if you like, and puts it on the record. The record can move on a status straight away. Something not right? The office rejects the form with a reason and your colleague completes it.
- PDF on your own letterhead
- The record status follows the form
- Rejected? Back to your colleague with a reason
Form check
dot checks every form.
Switch on the form check and dot reviews every submitted form right away, photos included. Does the photo show what the question asks for? Does the serial number match the rating plate? You get a verdict: fine, check or needs completing, with the points next to the questions.
- Photos, serial numbers and answers checked
- Per form, you choose how far dot goes
- dot learns from what you accept and reject
Everything for your forms.Made for work out in the field.
From a dark fuse box to a customer filling something in themselves: the details that matter on site.
Photo check on the phone
If a photo is almost black, overexposed or blurry, the phone says so right away. Retake it or use it anyway, even without signal.
Scanner
Scan QR codes and barcodes with the camera. Every number then sits in one register, with the record and who scanned it.
Product picker
Let your people tick extra work with quantities. When you review, you choose what goes on the record.
Signature
The customer signs on the phone screen. The signature then appears in the PDF.
Fill in via a link
Send a form to the customer or anyone outside stipt. No account needed, and the link expires by itself.
No work order forgotten
A visit with a work order still open stays in the portal as a task until the work order is in.
Also in stipt.Forms work with the rest.
Frequently asked questionsAbout forms.
Is there a work order app for the phone?
Yes, the portal. It runs in the phone's browser and you add it as an app with Add to Home Screen, no app store needed. Your colleague's appointments, tasks and work orders are all there.
Does a form work with poor signal?
Yes. What you fill in is saved, and photos upload in the background. Send without signal, and the portal sends the rest as soon as there is a connection again.
Can customers fill in a form themselves?
Yes. You send the form as a link, without the customer needing an account. The link expires by itself. A customer's submission lands on the record the same way, with a PDF.
What happens when the office rejects a form?
You reject it with an explanation. Your colleague sees the reason, adjusts the form and submits it again. Accept it, and the record can move on a status by itself.
What exactly does dot check?
dot checks whether each photo shows what the field asks for and is usable, reads serial numbers on rating plates and looks for missing or conflicting answers and extra work that doesn't add up. Per form you choose whether only the reviewer sees the verdict, or your colleague in the field too. Only in full review mode does dot accept a form himself, and only when everything is fine and there is nothing to choose. You switch the check on per form in Studio, and it uses AI credits.
Which fields can I use?
Among others text, number, date and time, dropdowns, checkboxes, photos, files, a signature, a star rating, a code scanner, a product picker and the record's product list. With Next page you split a form into steps.
From the knowledge base
Want to see your own work order in stipt?
In the demo we build a form the way you use it, and show how it goes from the phone onto the record.