Picture a typical workday: technicians rushing between sites, paperwork piling up, and admin teams scrambling to make sense of forms dropped off at the end of the week. Checklists go missing, service logs get misfiled, and billing delays stretch for days.

It doesn’t have to be this way.

Field service businesses are switching to digital tools that streamline the whole workflow, and mobile forms are leading the charge.

With EZ Management’s ServiceJobs App, paper forms become a thing of the past. From asset inspections to customer signatures, every step can be completed digitally, securely, and in real time.

The Problem with Paper in the Field

Manual paperwork slows your team down. It’s easy to lose, hard to read, and adds hours of back-and-forth between engineers and the office. Worse still, it leaves too much room for error when it comes to compliance.

In 2025, your service business shouldn’t rely on paper to keep work moving.

That’s why we built an intuitive mobile form solution in the ServiceJobs App, helping installation and repair companies, facilities teams, access control firms, commercial laundry services, and lift inspection specialists digitise every step of their documentation.

From risk assessments to site surveys and customer checklists, your engineers can complete everything on-site, in real time, with zero paper involved.

What Are Mobile Forms?

Mobile forms (or e-forms) are digital versions of traditional paperwork. Engineers record job data directly on their phone or tablet. Think:

• Site checklists
• Equipment inspections
• Compliance reports
• Customer sign-offs
• Risk assessments
• Asset tracking

As soon as a form is completed and signed, it syncs to your central EZ Management platform. No scanning. No chasing. No delays.

Why Your Business Needs Them

1) Save Time On-Site and in the Office

Customisable forms come pre-filled with client and job details, so engineers capture what matters, fast. Less admin, more action.

2) Real-Time Data & Faster Invoicing

Once a job is submitted, job info, photos, signatures, and parts used sync to the office instantly. Your finance team can invoice the same day.

3) Eliminate Errors & Lost Paperwork

No more unreadable handwriting or missed fields. Required fields ensure nothing is skipped. No digging through vans for missing sheets.

4) Built-In Compliance

We provide free industry-ready templates for Fire & Security and Fire Protection, aligned to SSAIB, NSI, BAFE, NSAI, PSA, and EQA standards. You can also build custom forms for risk assessments, site surveys, asset logs, and Safe Plans of Work.

5) Works Offline

No signal? No problem. Engineers complete forms offline, and everything syncs the moment they reconnect.

6) Fits Your Workflow

Use the ServiceJobs App to build forms that match your process. Track safety notes, checklist outcomes, parts used, and even upload site drawings, only the fields you actually need.

Who Benefits?

EZ Management’s mobile forms are trusted across sectors:

• Access Control & Gate Automation
• Fire & Security and Fire Protection
• Facilities & Building Maintenance
• Lift & Elevator Inspections
• Property & Grounds Management

If you have a mobile workforce and regulatory duties, mobile forms help you stay compliant and efficient.

Security and Integration

All data is encrypted in the cloud and accessible from your main EZ Management dashboard. Mobile forms connect with:

• ezLite for scheduling and tracking runs alongside your existing systems
• ezPro for invoicing, with accounting integrations to Xero, QuickBooks, Sage, and Big Red Cloud (paid add-ons)

You can also trigger automated emails or SMS updates to customers as soon as forms are submitted.

Works Alongside Big ERP Systems (ezLite)

ezLite can run alongside big ERP systems, so you don’t have to rip and replace. It’s suitable for utility and government teams that need lightweight scheduling and forms without changing core finance.

Why Teams Switches to Mobile Forms

“We used to lose hours every week waiting for engineers to bring paperwork in. Now we invoice by 5 pm the same day. Mobile forms changed everything.”

Ready to See It in Action?

Mobile forms are available in both ezLite and ezPro.

Book your free 30-minute demo to see how mobile forms can:

• Speed up your workflow
• Keep records audit-ready
• Cut admin overhead
• Get invoices out faster

Go paperless. Work smarter. Stay compliant with EZ Management.