PDF Forms are available in our Startup, Business, and Pro subscription plans.

Note If you don't have a PDF editor capable of creating fillable forms, we can make your forms fillable for you for a fee. As of this writing, it starts at $100 per page and can be as much as $250 per page depending on the complexity of the form(s). Contact us for more information.

When a fillable PDF form is attached to a Work Order, it becomes available in the mobile office app. These forms can be edited from the mobile app, your customers and techs can sign them, and when the Work Order is completed and the tech emails the Work Order to the customer, the PDF file(s) will be included in the email.

Attach PDF forms to Work Orders to add additional reporting features, such as contracts, WDIRs, Notice of Pesticide Use, Waivers, and so forth.  

To upload your own:

If you want to use one of ours:

The PDF file is now in your system and can be attached to a Work Order from the Forms tab.

Note Any PDF form that allows for input or a signature can be attached to the Work Order. If a PDF form does not have a fillable entry, or if it is not filled, it will not be included in emails sent to the customer. 

For the tech to enter data directly in the forms on the mobile app, make the forms fillable. To do this you need a PDF editor capable of creating fillable forms, such as Adobe Acrobat. 

For more information about creating fillable forms, visit Adobe Acrobat at:
​https://acrobat.adobe.com/us/en/acrobat/how-to/create-fillable-pdf-forms-creator.html

Or search YouTube for 'How to make a fillable PDF '.

Once you have made a form fillable, upload it and follow the steps previously mentioned in To upload your own: and click Make this a fillable PDF form.

Some forms might include fields for your business address, license number, customer's name, address of inspection, date of inspection, technician’s name, and so forth. Fields that are the same for each Work Order you’ll want to have pre-filled because you don't want your techs to tap out this information several times a day. 

After you have made the form fillable, prepopulate these fields by clicking the Merge Fields selector and adding the appropriate placeholder. If you assigned a field type as Multi-Line Text, such as your company name, address and phone number, you can have more than one placeholder per field as shown below.

Below is an example of the placeholders: 

{company_name}

{company_street_1}

{company_city}, {company_state} {company_zip}. 

Repeat with other fields and placeholders. Click the animated image below to open a larger image in a new tab.

Tip Separate fields that have more than one placeholder when the field type is set to Multi-line Text by placing your mouse cursor between two placeholders. Press SHIFT plus ENTER together. This puts the placeholder text on separate lines. 

Your techs won’t have to re-enter this information with this PDF form every time they have it in a Work Order. Below is the Inspection company, address & phone portion of a WDIIR PDF form as it appears in the mobile app.

The mobile app picture below shows additional fields prefilled: company's license number, date of inspection, address of property inspected, technician’s name and license number. 

If your PDF file has check boxes you must update the property of each check box to:

To to this, right-click the check box and click the Options tab.

Using fillable PDF forms can save your techs a lot of time (and your money).

Click the green Preview PDF button to ensure the form looks okay. Click the green Update PDF Form at the bottom of the page to save it.

Also see PDF files - Make this a fillable PDF form

Also see PDF files - how to add to a Work Order

Also see Mobile app - Service instructions, Location note and PDF forms

Also, watch this video: