--- url: "https://www.skedulo.com/product/forms-checklists/" type: "page" title: "Mobile Forms & Checklists Software | Skedulo" description: "Build mobile forms and checklists that guide required steps, capture photos and signatures, validate responses, and trigger follow-up with Skedulo." --- # Forms and checklists for frontline teams. _Forms & Checklists_ Create forms for your team to complete in Skedulo Mobile, on a job or during a shift. Set required checks and use the responses to guide follow-up. [Book a Demo](https://www.skedulo.com/book-a-demo/) ## Trusted by frontline teams. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Checks and records_ ## The record behind each completed check. Capture readings, photos and required sign-off with the work. Responses can identify unresolved issues and support configured follow-up workflows. ### Required checks A form can include required readings and photos, with follow-up for a failed check. _Illustration: Skedulo mobile site checklist on an iPhone, step 3 of 5 of a quarterly site inspection, JOB-4803: emergency lighting passes, the plant room temperature is typed in at 78 degrees and comes up in range, then the isolator check on AST-1152 is marked Fail. A fault photo field opens under it, the photo is attached, and a green notice lands: follow-up created, JOB-4871 to replace the isolator, assigned to Aaron Feldman for Friday 15 August_ ### Job completion Record completed work and materials used, along with any required signoff or follow-up, before closing the job. _Illustration: Skedulo mobile job completion page on an iPhone for a quarterly site inspection, JOB-4803: the work completed is typed in, two materials land in the list - a heavy duty door closer and a lockout tag and padlock - above the follow-up job the inspection raised, JOB-4871 for Aaron Feldman, and site contact Helen Pryor's signature lands. Complete job turns from grey to green, is pressed, and becomes a green notice: the job was completed at 5:21pm_ ### Form availability Control which forms appear by job type or team, with requirements tied to the assignment. _Illustration: Skedulo mobile job details on an iPhone for JOB-4803, a quarterly site inspection: a map of the site with a pin on 1160 Pioneer Way, Denver, then In progress, Wednesday 13 August, 4:00 - 6:00pm, and the address. Under Forms, matched to the job's type and the worker's team, the site checklist lands for inspection jobs with a Required tag - required before completion - then the toolbox talk record for all inspectors, optional_ ### Unresolved work Completed checks, open issues and service notes provide a record for review or the following shift. _Illustration: Skedulo mobile handover page on an iPhone for JOB-4803, to Aaron Feldman: under Completed, the site checklist submitted and signed lands, then two open tasks with their owners: replace the isolator on AST-1152 (Aaron Feldman, JOB-4871, Friday 15 August) and close out the permit before it expires (Helen Pryor). A two-line handover note is typed, and Send handover becomes a green notice: sent to Aaron Feldman at 5:24pm_ _Form Builder_ ## Build a form without code. _[ 01 ]_ ### Fields and instructions Choose text, number, date and selection fields, with photos, attachments and signatures where supported. Add a label and instructions to each field. _Illustration: Skedulo Form Builder, Build tab: a palette of the twelve component kinds - Text, Number, Decimal, Date, Time, Toggle, Drop-down, Multi-select, Read-only, Image, Attachment and Signature - beside page 2 of the Site checklist, Hazards and PPE. Text is picked up and dropped between Permit to work and Permit expiry, opening as a selected component whose label types in as Permit number and whose instruction types in as As printed on the signed permit_ _[ 02 ]_ ### Form visibility Set job-type rules for job forms and resource-category rules for global forms. _Illustration: Skedulo Form Builder, Settings tab, for the Site checklist: Form type with Job form chosen over Global form; Job types as chips, Inspection with Fire safety audit added; Resource categories as chips, Inspector with Senior Technician added, so only resources in these categories see it. At the foot: Gloria Benitez, a Senior Technician, sees it on JOB-4803_ _[ 03 ]_ ### Conditional questions Answers determine which fields appear next. Combine conditions with AND or OR to match the process. _Illustration: Skedulo Form Builder, page 5 of 5, Sign-off: under the Overall outcome drop-down, a display rule - show these fields when Overall outcome is Pass with actions, or Site condition is Restricted - with a switch between AND and OR that flips to OR, and the line under it reading Shown when either answer matches. Indented under the rule, the fields it shows: Follow-up reason, Return by, and Photo of the issue, which drops in_ _[ 04 ]_ ### Required fields and validation Make essential fields required and use validation rules to check entries. Barcode scanning captures identifiers without manual entry. _Illustration: Skedulo Form Builder properties for Asset identifier, a text component on page 3, Asset and equipment inspection: Required switches on, then Barcode scanning; the validation rule is Matches pattern AST-####. In the test well a short tag, AST-115, is typed and the rule answers in red - Enter a tag like AST-1152 - and the last digit clears it: Matches AST-####_ _[ 05 ]_ ### Completion settings A form can be required before a job is marked complete. Choose one submission that can be updated, or multiple submissions over the course of the work. _Illustration: Skedulo Form Builder, Settings tab, completion for the Site checklist: Required to complete the job switches on and an amber note lands under it - JOB-4803 cannot be completed until the Site checklist is submitted. Submissions moves from Multiple submissions to One submission, where teams review and update the same one, and the line under it becomes: on JOB-4803, reopening the checklist updates its one submission_ _[ 06 ]_ ### Review and release Draft, Validated and Installed states control when a form becomes available to mobile teams. _Illustration: Skedulo Form Builder, Review tab: version 3 of the Site checklist moves through Draft, Validated and Installed. Validate checks 5 pages and 3 display rules and finds no issues, Dana Pruitt and 10:52 AM land on the Validated step, then Install makes it live for mobile teams and the header turns Installed. Under the track, what changed in version 3: the permit number, Fire safety audit jobs, the follow-up rule, the AST-#### check and the completion requirement_ ## Use your AI tools to build forms and extensions. - Claude - OpenAI - Grok - Microsoft Copilot - Cursor _Use cases_ ## Inspections, visits and shift handovers. ### Site and asset inspections When a check fails, the form can ask for issue details and a photo before submission. Condition and readings remain part of the inspection record. _Illustration: Skedulo mobile inspection form card: Enclosure intact and Labels legible marked Pass, then Isolator latches off marked Fail, and a dashed section opens under it - the Issue field, typed in as Isolator will not latch off, and a Fault photo field that takes its requirement: its empty tile turns rose and reads Required to submit_ ### Service completion and signoff A closeout form records the resolution, evidence and customer signoff. It can also capture why a return visit is needed and when it should happen. _Illustration: Skedulo mobile service completion form card: Follow-up needed switches on, a dashed section opens with Reason, chosen as Part on order, and Return window, Fri 15 Aug, 8:00 - 10:00 AM - then the customer signature line fills with Helen Pryor's signature, signed at 3:24 PM_ ### Installation and commissioning Equipment readings sit alongside checks, milestones and signoff. An out-of-range reading can bring up additional questions and evidence requirements. _Illustration: Skedulo mobile installation form card: Unit secured on the roof curb is ticked, then the supply air temperature reading is typed in at 64°F against an acceptable range of 52°F to 58°F and marked High in rose, and a dashed section opens under it - Likely cause, chosen as Low refrigerant charge, and a Gauge photo field that takes its requirement: its empty tile turns rose and reads Required to complete_ ### Safety and pre-start checks When a critical hazard is recorded, the form can display required controls and require a response before completion. Pre-start instructions remain part of the checklist. _Illustration: Skedulo mobile pre-start safety form card: under Hazards present, Unprotected roof edge is ticked and tagged CRITICAL while Overhead power lines stays clear; a dashed section opens with the required controls - harness on a rated anchor and an exclusion zone below the edge - each ticked in turn, and the amber note to confirm both turns green: confirmed, work can start_ ### Care and home visits During a visit, record notes against the required steps. If you record an exception, the form can show approved escalation instructions and ask what follow-up is needed. _Illustration: Skedulo mobile home visit form card: the question Fall since the last visit? is answered Yes in rose, and a dashed section opens under it with the approved escalation in amber - call the clinical lead before you leave - then Clinical lead called is ticked and Follow-up needed is chosen as Doctor review within 24 hours_ ### Shift handovers and readiness Record completed checks and unresolved issues for the following shift, including their status and the person responsible for follow-up. _Illustration: Skedulo mobile shift handover form card: Ward B rounds at 9:30pm and the Bay 3 call bell replaced are ticked done, Oxygen cylinder low is marked Open in amber, and a dashed section opens under it - Status, Reordered; Impact, Spare in use; and Responsible for the next step, Doug Lindqvist, with his photo_ _Mobile extensions_ ## Build custom pages in Mobile. A mobile extension can combine related records and actions on a custom page. Build it on our Pulse Platform for processes such as inspecting several assets at one site or recording parts used on a job. ### Parts, materials and equipment Build a page to search a catalog and add line items with quantities. It can attach evidence and update related job records. _Illustration: Skedulo mobile Parts and materials page on an iPhone for JOB-4830, filter change and coil clean: MERV 13 is typed into the catalog search and three filters come up with prices and van stock; one is added and its quantity stepped from one to four, $154.00, beside two cans of coil cleaner at $28.50; a photo of the old filters goes on the line, and Save shows Saved to JOB-4830: 2 line items, $182.50 in parts_ ### Multi-asset inspections An inspection can bring together the site's asset records, grouped by floor or area. Record defects and annotate images against the asset while tracking progress. _Illustration: Skedulo mobile Site assets page on an iPhone for JOB-4803 at 1160 Pioneer Way: 7 of 12 inspected, floors as tabs with their counts, Level 3's assets listed; the isolator AST-1152 is opened, a ring is drawn round the valve in its photo and labelled Isolator seized, Fail is tapped and the defect typed - does not latch in the off position - then Save returns to the list with the row marked FAIL and 8 of 12 inspected_ ### On-site payments Build a custom page to display an approved invoice or amount due and open a payment flow such as Stripe-hosted checkout. Returning payment status to the job requires the appropriate integration. _Illustration: Skedulo mobile payment card for invoice INV-20831, approved, $331.25 due; Pay now opens a secure Stripe-hosted checkout, the payment comes back paid by card ending 4242 at 12:31 PM, and the payment status on JOB-4830 turns from Due to Paid_ ### Time, expenses and allowances Create a page for entries with categories and receipts, with totals to review before submission. _Illustration: Skedulo mobile time and expenses card for Gloria Benitez, Wed 13 Aug, in draft: work time 7.25 hours over 5 jobs, a mileage allowance of 24.6 miles at $0.70 a mile, $17.22; a $12.00 parking expense is added and its receipt attached, the expenses and allowances total goes to $29.22, and Submit for approval sends it at 5:42 PM, the record marked Submitted_ ### Actions from the job Add actions to call a contact, send an SMS or email, open directions, view a related record or create follow-up work. _Illustration: Skedulo mobile actions card for JOB-4821, water changeover service at Pioneer Health Systems: Helen Pryor, Facilities Manager, with call, SMS and email buttons; directions to 1160 Pioneer Way, Denver; the unit 2 asset record, last serviced 14 May; and Create follow-up job, pressed, which makes follow-up JOB-4872 in its place without leaving the job_ _Mobile AI_ ## Fill in forms by voice or text. Mobile AI uses a spoken or typed update and the job's context to help fill the existing form. ### Voice or text Speak an update or type it into Mobile. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a service report for a water changeover at Pioneer Health Systems, a Mobile AI box at the top. The technician holds the mic, the level meter moves and her words stream in: pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. She lets go and the form fills, a phrase to a field: test pressure 62 PSI in range, the strainer item ticked, and Helen Pryor as signed off by, each with a small AI mark. A Voice or Text switch shows it could be typed_ ### Your configured forms Mobile AI works with the checklist and required fields already set up for the job. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a water changeover service report with the technician's update already in its Mobile AI box - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. Each phrase lights in turn and fills its own field in the form that is already there: test pressure 62 PSI, in range, then the strainer item on the checklist, then Helen Pryor as signed off by, each with a small AI mark, while the count runs to 3 fields filled_ ### Job context Mobile AI uses the job, checklist and safety information available for that worker. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a water changeover service report whose Mobile AI box holds the update - pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off - over three chips, JOB-4821, Checklist and Site safety notes, which light one by one. Then the fields fill, each saying what it was grounded in: 62 PSI within the 80 PSI test limit in the site safety notes, the strainer matched to the item on the job's checklist, and Helen Pryor as the site contact on JOB-4821_ _Analytics_ ## Report on form responses. Use connected reporting to review completed forms, failed checks and corrective work. Available measures depend on the captured data and reporting setup. [Explore Analytics](https://www.skedulo.com/product/analytics/) ### Completion rates Report on completed forms against the expected total. _Illustration: Analytics tile: 95% of the week's 428 expected forms completed, 407 of them, up 3 points, with a pair of columns per weekday - expected in grey, completed in blue - and Friday's last four forms landing_ ### Failed checks Review failed checks by form and team. _Illustration: Analytics tile: 24 failed checks this week, down 6 on last week, as a rose bar per form - site inspection 9, pre-start 7 and the other forms 8 - and one more failed pre-start check landing_ ### Open corrective actions See who owns each action and how long it has been open. _Illustration: Analytics tile: 14 corrective actions open across 6 owners, down 3 on last week, the oldest open 11 days - a donut by how long each has been open, the median 4 days in the middle - 7 opened in the last two days in green, 5 open three to seven days in amber, 2 open eight days or more in rose - as a new action opens and one of the oldest closes_ ### Form completion time Measure the time between opening and submitting a form. _Illustration: Analytics tile: 17 minutes median from opening a form to submitting it, down 2 minutes, as two lines Monday to Friday - site inspections in blue falling from 23 to 18 minutes, pre-starts in purple holding near 12 - the site inspection line's last point dropping from 20 to 18_ _Mobile_ ## Offline work and app preferences. ### Offline changes Job changes stay on the device while it is offline. They remain pending until they sync when the connection returns. ### Accessibility Mobile includes larger text, clear labels and accessible controls. ### Localization Use the core app in English or Spanish, with additional languages accommodated through language packs. The app follows device language, date and time settings. ### Dark mode Use a dark display theme in Mobile. ## Customer stories. ### 23,000+ — inspections scheduled annually > “We currently complete around 23,000 individual inspections per annum. Skedulo enables us to schedule, allocate and monitor completion of these jobs across a wide range of technicians and subcontractors.” > > — [ECL Group](https://www.skedulo.com/customers/case-study-mobile-workforce-management-ecl-group/) ### 90% — reduction in manual scheduling processes > “It was a very smooth and easy transition. With Skedulo, you hit dispatch on the job and that's it!” > > — [Tyrrells](https://www.skedulo.com/customers/case-study-tyrrells-property-inspections/) _Products and solutions_ ## Related products and use cases. ### Products - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Field](https://www.skedulo.com/product/field-scheduling/) - [Shift](https://www.skedulo.com/product/shift-scheduling/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) - [Task Management](https://www.skedulo.com/use-cases/task-management/) - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) ## Frequently Asked Questions ### What can I do with Forms & Checklists? Build forms for teams to complete in Mobile, with required steps and fields for the details or evidence you need. Forms can be made available by job type or team, and responses can support follow-up. ### What can I use digital checklists for? Common uses include inspections, safety pre-starts, installations, service completion and shift handovers. Teams complete the checklist in Mobile, where required fields and validation can flag missing or invalid entries before submission. ### How do I build a form? Form Builder in the Skedulo web app provides configurable fields and instructions. Supported components include text, numbers, dates, selections, images, attachments and signatures. Set requirements for completion and use job types or resource categories to control form availability. ### Can an answer change which fields appear? Yes. Conditional display supports text, text-area, toggle and drop-down responses. Combine conditions with AND or OR to determine which fields appear. ### What information and evidence can a form capture? Supported options include photos, files, signatures with a full-name field, and scanned barcodes with validation. Configure required fields and require the relevant form before job completion. ### Can I describe the form instead of starting from scratch? Yes. Tell Forge what the form needs to cover. It can draft the fields, instructions and conditional logic for your team to review and test before release. ### When should I build a mobile extension? Build an extension for a process that needs custom pages or logic, such as working with several related records. Our Pulse Platform supports these experiences in Mobile, in the context of the job or worker. ### How is this different from a standalone forms app? Forms use the work and workforce records in our Pulse Platform. You can build related mobile experiences and use the captured information in connected reporting and follow-up, rather than managing the form as a separate process. ## See Forms & Checklists in action. Talk with us about the forms your team uses and what you would like to change. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Mobile App](https://www.skedulo.com/product/mobile/)