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Integrating fillable documents with Cloud will allow your technicians to complete inspection forms, installation checklists, and other special documentation right from their device. These PDF Forms, once uploaded, can be added to any quote, work order, or invoice.
To upload a PDF Form, go to Administration > Collateral and click the “+” at the bottom of the screen. From there, you can name the document, provide a brief description, and upload a copy.
If the form you chose to upload was designed to be a fillable document, make sure to tick the “Fillable Form” slider. Other PDF documents (ones that aren’t fillable) can also be uploaded here.
To upload a PDF Form, go to Administration > Collateral and click the “+” at the bottom of the screen. From there, you can name the document, provide a brief description, and upload a copy.
If the form you chose to upload was designed to be a fillable document, make sure to tick the “Fillable Form” slider. Other PDF documents (ones that aren’t fillable) can also be uploaded here.
No matter what types of forms you use—service contracts, inspection forms, work orders—we can help turn them into digital versions that match your brand. This includes adding your logo, colors, and preferred fonts.
Our customization service is $200 per hour, with a minimum of one hour. Additional time is billed at $50 for every 15 minutes if the work takes more than an hour. Most forms take about 2–3 hours to complete, but this can vary depending on the complexity. Forms are worked on in the order we receive them. Completion time depends on how many requests are in our queue.
If we create your form, it's covered under your Smart Service Cloud subscription, as long as your subscription is active when you request the Custom Work. If you're working with a form you created yourself and need help, we can assist with troubleshooting or improvements at the same rate of $200/hour (billed in 15-minute increments after the first hour).
If you would like to submit a custom development request, please use the buttons above to do so. We have also included a sample custom development agreement above which outlines all terms and conditions for custom work requests.
If you’re having trouble accessing the form, you’ll want to make sure you’re signing in with your Gmail account. If you do not use Gmail, please email us at support@myservicedepot.com with any information about your request and the best way to reach you.
If you’re looking for some free forms to get your business started, look no further! The forms below can be downloaded and added using the instructions above. These are generic forms that do not have your company logo on them, but you can also add that using the instructions above! Or make any changes you’d like to them.