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Features › Forms & checklists
Forms & checklists

Your paper forms, on every phone, by lunchtime.

Photograph the form you use now, or upload the PDF or Word file, and the AI turns it into a digital form with every question, sensible fail rules and repeating rows. Check it, publish it, and it's on every engineer's phone.

Try it freeSee pricing

Without it

  • ✕Paper checklists lost in the van or filled in after the event
  • Nobody told when a check fails
The Job Planner

Job management for UK trades, where AI does the admin. Made in the North West.

Features
  • AI job intake
  • Quotes & online acceptance
  • Scheduling & dispatch
  • Field app (works offline)
  • Certificates & compliance
By trade
  • Gas & heating
  • Electrical
  • Plumbing
  • HVAC & refrigeration
  • Maintenance & FM
Free resources
  • CP12 generator
  • A4 Minor Works certificate
  • Templates
  • Compliance calendar
  • Cost calculator
  • Guides
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Start freeBook a call
✕
  • ✕Form builders that need a consultant to set up
  • With The Job Planner

    ✓

    Built from what you already use

    A photo of a paper form, a PDF or a Word document becomes a working digital form in about a minute. Or describe it in a sentence.

    ✓

    Fails that do something

    A failed check can flag the office, draft a follow-up job, or stop the job being completed until it's safe.

    ✓

    Right form, right job

    Require a form on a job category, job type, asset type, customer or contract, or as a daily pre-start like a vehicle check.

    The detail

    What's inside

    Smart questions

    Pass/fail, yes/no, readings with limits, choices, dates, photos, signatures and repeating rows for appliances, outlets or doors.

    Logic

    Show a question only when it applies, and ask for a photo whenever something fails.

    AI assistant in the builder

    Ask it to suggest missed checks, add limits, tidy the wording, or add a whole section.

    Works offline

    Forms travel with the engineer's day and autosave as they're filled in, with no signal needed.

    Versions and corrections

    Publishing freezes a version. Corrections are kept alongside the original with a reason, and a mistaken submission can be voided.

    Branded PDFs

    Emailed to the customer automatically if you like, shown in their portal, and checkable by QR code.

    12 UK templates

    Vehicle check, point-of-work risk assessment, PAT, boiler service, Legionella temperatures, emergency lighting, fire alarm, fire doors, site survey, handover, air con service and ladder checks.

    How it works

    3 steps

    1. 1Photograph or upload your form (or pick a template)
    2. 2Check the AI's draft and publish
    3. 3Set when it's needed; engineers fill it in on their phone
    Questions
    What files can the AI read?+

    Photos of a paper form (several pages at once), PDFs and Word .docx files, up to 3 MB together. It keeps your questions and wording, turns tick boxes into pass/fail, and tables into repeating rows.

    Does building a form with AI cost extra?+

    No. Each AI build or change uses one action from the monthly AI allowance included in your plan.

    Can a failed check stop the job?+

    Yes. Mark a question as a stop and the job can't be completed until the form is amended, and the office is told straight away.

    Works hand in hand with

    Certificates & compliance

    CP12, EIC, EICR and Minor Works on BS 7671 A4, heat pump and unvented records, with renewals that book themselves.

    Field app (works offline)

    An installable engineer app that keeps working with no signal.

    Customer portal

    One private link where customers see jobs, quotes, invoices and certificates.

    ← All features

    See it with your own jobs.

    14-day free trial · no card · every feature switched on.

    Start free trialSwitching from Joblogic?
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