For Field Service in any industry
Every job documented
before you're back in the car.
Capture service reports, repair orders, commissioning and working hours directly at the customer's site — whatever industry your team works in. Photos, measurements and signatures stay with the right job — and the finished PDF is automatically sent back to the office.
A digital workflow built for field service.
You capture the job at the customer's site, Formtastic takes care of the rest: report, PDF, handover to the office.
Choose a digital template
Create your own template or digitize an existing service report and adapt it to your workflow.
Complete the job form at the customer's site
Capture work done, measurements, materials, photos, GPS, barcode/QR data and signatures directly on site — even without a signal in the basement or technical room.
Submit complete documentation
Required fields automatically check that everything is complete — no follow-up calls because a signature or a measurement is missing.
Finished service report
PDF/Word, Excel, email, Google Drive/Sheets, SFTP/FTP or webhook — without retyping anything back at the office.
The job is done. The report isn't.
Working hours on paper, photos on smartphones, measurements in a notebook — later, the office has to piece everything back together.
Scattered everywhere — nothing at hand
- Service slips in folders and vehicles
- Photos and measurements spread across different channels
- Reports typed up in the evening or at the weekend
- Different versions for every technician
Centralized and consistent
- Create and manage forms centrally
- One current template for the entire team
- Photos, measurements, time and signature in one record
- Finished PDF sent automatically to the office and the customer
Your existing forms — digital and customizable with drag & drop.
Bring over the service reports, checklists and records your business already uses, and adapt them to your own workflow in the Form Designer.
Edit form template
Three hand-picked templates for field service & support to get you up and running fast.
Start with a proven template and tailor it to the way your business works.
Repair Order
Capture damage, materials, working time, photos and signatures in one structured record.
View preview →
Appointment Scheduling
Keep appointments, job locations and responsibilities clearly organized.
View preview →
Working Time Recording
Record start, finish, breaks and activities in a traceable way.
View preview →We’ll set up your first template for free.
Send us the service report, repair order or paper, PDF or Word form you already use. We’ll recreate it in Formtastic and get your first template ready for your team to use.
From standard templates to your own job form.
Use a ready-made template as your starting point or build your own form. These examples are just a snapshot of the workflows Formtastic can support for field service and support teams.
Complete repair orders at the customer’s site
Capture the fault, work carried out, materials, photos and customer signature in one record.
Service job report
Record work, measurements, materials and photos consistently for every job and have the customer confirm them.
Commissioning & handover
Record settings, measurements and user briefing, attach photos and have it signed digitally.
Appointment scheduling
Capture appointments and job locations in a structured way.
Quote or cost estimate on site
Record the work and price directly at the customer’s site and have them confirm it.
Daily report & proof of work
Track start and finish times, breaks, travel time and completed work in a traceable record.
Explore more templates — or build a form that’s entirely your own.
On the templates page you’ll find more forms for service, maintenance and day-to-day operations, for example the digital checklist and the timesheet. If none fits your workflow exactly, create your own in the Form Designer.
Field service and support teams rely on Formtastic
Personal setup, hands-on support — with your data hosted in Germany.
“Even during onboarding, it was clear how versatile and user-friendly Formtastic is. It noticeably makes our day-to-day work easier.”
What field service and support teams want to know before getting started.
The essentials before you get started. If there’s anything else you’d like to know, our team is happy to help personally.
Do the forms work offline at the customer's site?
Yes. Forms can be completed on a mobile device without a stable internet connection and synchronized later. That’s especially useful in basements, technical rooms or remote job sites.
Which devices does Formtastic work on?
Formtastic is designed to keep the office and field teams working together without any specialist hardware.
In the office (web access): Create and manage forms on a PC or Mac using your regular web browser. There’s nothing to install.
On site (mobile app): Field staff complete forms in the Formtastic app on a smartphone or tablet — available for iOS in the App Store and Android on Google Play. It works on standard smartphones as well as rugged tablets used in the field.
Is the app difficult for our technicians to use?
No. The app is deliberately designed to be intuitive enough to use without training. Anyone comfortable using a smartphone can get started with Formtastic quickly. Teams tend to adopt it readily because it cuts down on paperwork and follow-up questions from the office.
Can we keep using our existing paper or PDF forms?
Yes. Existing paper, PDF or Word forms can be recreated digitally in Formtastic. Or start with a Formtastic template and adapt it to your workflow with drag & drop. Or let ChatGPT or Claude create the template for you by chat.
If you’d rather skip the setup, we can do it for you: send us your existing form as a PDF, Word file or photo, and we’ll set up your first template for free, ready for your team to use.
How does the completed report get back to the office?
Formtastic can automatically generate finished documents and send them by email. You can also route data and documents to services such as Google Drive & Sheets, SFTP/FTP and webhooks for further processing.
Can the customer sign right on site?
Yes. The digital signature is one of the input elements: the customer signs directly on the smartphone or tablet, and the finished PDF can then be sent automatically by email.
Does Formtastic replace our service or order management software?
No, and it isn’t meant to. Formtastic focuses on capturing data at the customer’s site. The results reach your office as PDF, Word or Excel by email, Google Drive/Sheets, SFTP/FTP or webhook, ready for further processing there.
What information can technicians capture directly in a form?
On site, your team can capture text and numbers, selections, checklists, dates and times, working hours and durations, photos, digital signatures, drawings, location data, barcodes and QR codes, as well as transcribed audio input.
You can also use lists, tables, groups, repeatable groups and many other structural and input elements — and much more.
Are the templates free, and what does Formtastic cost after the trial?
Yes. You can try all templates with your team free for 14 days, with no obligation. Creating a Formtastic account takes less than two minutes, and no payment details are required.
If you choose to continue afterwards, plans start at €24 per month, can be cancelled monthly and come with no hidden setup fees. Pricing scales transparently with the number of active users on your team. See the full overview on our pricing page.
The report should be finished when the job is.
Start with a ready-made template for field service or digitize the form you already use.
14 days free · no long-term contract · personal support to get you started