22nd February 2020

|

ServiceM8

Remove paperwork altogether: 100+ form ideas for your business

I bet one of the main reasons you moved to ServiceM8 was to get rid of all of the paperwork in your business – am I right?

You got rid of the paper diary and sorted out a way of easily creating your quotes and invoices then sat back and thought great, that’s done.

But have you looked around at all the other paperwork you’re carrying around?

Gas pads sitting on your van dash?

Job sheets for the different firms you sub contract for?

Site survey questionnaires that get lost and crumpled?

An in-tray of holiday requests?

Yes, you can take a photo of the document and add it to servicem8, but can everyone read your writing? How’s your spelling? Do you remember to take the photo after the job? What do you then do with the actual paperwork? Pay someone to file it? Let it pile up?

Sometimes a lack of time and imagination can result in not using ServiceM8 to it’s full potential to help you with these kinds of problems.

That’s why I’ve put together a list of over 100 different forms that you can use in your business to get rid of that paperwork pile, keep your customers happier and run your business efficiently.

Bonus Material: 100+ ServiceM8 Form Ideas PDF

Hate not being able to think of ways to systemise your business with forms?

Get the 100+ ServiceM8 Form Ideas PDF so you can refer to it anywhere anytime.

The List

Customer Service
HR
  • Apprentice documentation report
  • Business card request form
  • Certificate of experience or training (staff)
  • Employee appreciation certificate
  • Employee onboarding form
  • Holiday request form
  • Job arrival process
  • Job departure process
  • Job progress report
  • Manual handling record
  • Meeting minutes
  • Receipt details form / expense report
  • Reimbursement of expenses request form
  • Staff / customer suggestions form
  • Staff appraisal form
  • Staff injury report
  • Staff starter form
  • Staff training request form
Vans / Tools / Parts
  • Additional driver form for insurance
  • Monthly mileage record
  • New tool / hardware request form
  • Office cleaning checklist
  • Parts request
  • Purchase order
  • Tool calibration certificate
  • Tool servicing / inspection record
  • Tool rental checklist
  • Tool service / cleaning request
  • Tools in van report
  • Vehicle accident record
  • Vehicle maintenance check
  • Vehicle check defect report
  • Waste carriers note
Health & Safety
  • Health and safety audit
  • Method statement
  • Risk assessment
  • Site accident form
  • Site survey report
Legal
  • Authority to enter
  • Booking form (work acceptance)
  • Contract variation report
  • Email marketing permission record
  • Filming consent form
  • Photography release form
  • Right to cancel notice
Fire
  • Fire extinguisher inspection report
Plumbing & Heating
Property Management
  • Property detail report
Roofing / Construction
  • Asbestos checks
  • Weather damage inspection report
  • Working at heights assessment
  • Rope access
  • Building inspection survey
  • Roof survey and inspection
Security
  • Intruder alarm maintenance report
  • CCTV commissioning certificate
Pest Control
  • COSHH assessment form
  • Pest inspection report
Electrical
Tree Surgery
  • Tree survey
Oil
Cleaning
  • Cleaning requirements checklist
  • Cleaning schedule

Bonus Material: 100+ ServiceM8 Form Ideas PDF

Hate not being able to think of ways to systemise your business with forms?

Get the 100+ ServiceM8 Form Ideas PDF so you can refer to it anywhere anytime.

Use this list as your jumping off point

We’ve just covered a lot of different ideas.

I gave you 100+ ServiceM8 form ideas that will improve your business productivity.

Now you can start picking off the forms that are going to save you the most time and solve the most problems in your business.

Want more ideas and guidance on how to create forms for your business? Try my Inner Circle – it’s a monthly membership option that gives you more useful trainings, ideas and content direct from me.

Find out more about the Inner Circle here.

Seen a form on this list that I haven’t yet made?

Send me an email at hello@hazelwhicher.co.uk to request it.

If you’re using ServiceM8 and have some of your own forms, I can turn them into ServiceM8-ready versions for you.

Fill out this form to send me your document – word, PDF, image, screenshot and I’ll send you a quote for making your form ServiceM8-ready.

Hazel Portrait
ServiceM8 Logo - Gold ServiceM8 Partner Edition

Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.

I can help you craft a business that’s easy and efficient to run.

I ran a plumbing and heating company for 10 years and in 2016 became a ServiceM8 Partner.

I’ve worked with hundreds of business owners just like you to implement easier and more efficient ways of running their business.

My mission is simple: to inspire you and help you develop an efficient and profitable business that gives you the time to do more of what you love.

IS SERVICEM8
RIGHT FOR YOU?

READY TO TRY OUT
SERVICEM8?