Most "custom forms" are a Word doc with a logo. Ours are a small product: scoped, designed, coded, tested. The result is the form that survives Friday afternoon, audit week, and the new starter who joined yesterday.
Form work always starts with the same scoping conversation. We don't quote in the dark.
$260 + GST
Book nowA working session over Zoom, for whatever the form work is. New build, fixing or extending an existing form, or a "should we even do this?" conversation: same consult, same hour. You walk out with a decision to build, or a clear next step when there isn't.
From $800 + GST
Price estimate after the consult. Simple forms land near the floor; the heavy ones (audit-grade inspections, multi-branch logic, regional compliance) land higher. You'll know which before we start.
The off-the-shelf forms in ServiceM8 cover the basics. The moment your work has conditional logic, branding requirements, or anything more than half a dozen fields, you'll feel the limits. A real custom form mirrors how the job actually runs: branching to the right questions, attaching the right photos, generating the right paperwork at the end.
We treat forms with product-development rigour. That means scoping the workflow before we open the form editor, designing the layout before we write the field codes, and testing on real jobs before you put it in front of a customer. A form is an interface. Interfaces deserve to be designed.
A small selection of forms we've designed and shipped. ServiceM8 inside, your brand outside.
Every custom form we build moves through the same five phases. You see the work at every step.
Should we even build this? Sometimes the answer's an off-the-shelf form, sometimes it's a third-party tool, sometimes it's no form at all. We figure that out before we write a quote.
Map the logic before the form. Who fills it in, when, on what device. What branches to what. Which fields drive downstream PDFs and which trigger automations. The output is a written spec, your runbook for what we're about to build.
Layout, brand, and PDF template. Forms are how customers see your business after the job's done. They should look like you, not like a Microsoft Word table from 2008.
Field codes, conditional logic, scoring rules, data flow into job notes, activity, and customer-facing PDFs. ServiceM8's form engine is more capable than most realise. We know its edges.
We run the form through the full job lifecycle on a sandbox tenant before we touch your live one. Edge cases, missing data, broken branches: all found and fixed before a single technician sees it.
A simple form (half a dozen text fields, a signature, a photo, a date) takes us a couple of hours. Maybe half a day if the layout is fussy. That's not the kind of form most clients call us about.
The forms we get commissioned to build are the other kind. The largest we've built has over 700 conditional questions, around 1,000 nested field codes, and absorbed somewhere between 40 and 50 hours of work across the five phases above. It survives audit, it survives staff turnover, and it generates the customer report that closes the job.
We're upfront about this because we've seen what happens when a form is treated like a templating exercise: it gets built once, breaks twice, and quietly stops being used. Better to scope it properly, build it once, and have it last.
If one of these is a hard requirement, we'll point you at a better tool. Fillout or JotForm cover most of the gaps.
Questions get answered in order. Great for one-pass procedures (inspections, sign-offs, report capture), wrong for free-roaming editorial review where the user wants to skip around.
One person, one device, in one go. If your workflow needs to pause halfway and pick up next week (or have a second approver complete it), ServiceM8's form engine isn't built for that.
You can't send a ServiceM8 form to a customer to fill in. For customer-facing forms (booking requests, satisfaction surveys, intake), we wire in Fillout or JotForm and feed the answers back into the job.
If the workflow itself is broken, a form will bake the breakage in. Part of the scoping consult is checking the process holds up before we start designing the form around it.
If your industry's a fit, there's a chance we've already built and published the form you need. Inside ServiceM8: Settings → Forms → Form Store, and search "WorkM8".
A form that just collects answers is half a feature. The other half is what happens when it's submitted.
The same inspection form can flag a fail, generate a follow-up job, attach the failed photos to that new job, and email the customer their pass certificate, without anyone touching a keyboard. Form + automation is where the real time savings live.
Book a free 30-minute call. We'll figure out whether what you've got in mind is a custom build or already in the Form Store, and what it'd take to make it real.