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CUSTOM FORMS

Build Bespoke Forms for Any Situation

Say goodbye to tattered or lost documents and say hello to professional digital certificates! Commusoft's customisable eforms are perfect for collecting information from the field. We offer a variety of different question and answer formats, so you can design the perfect form and easily get them into your customers' hands.

Commusoft's custom forms software

Increase Your Businesses’ Productivity With Custom Forms

Customise Your Digital Forms

Easily build forms with a variety of question and answer types. Your team will always gather error-free information.

Design Form Templates

Build a library of templates: from industry-standard certificates, to inspection forms, to anything in-between, you'll be prepared for any situation.

Collect Signatures On-Site

Engineers can accept digital customer signatures on site. This ensures your team will have a record of the customer's sign-off for the certificate completed.

Access Forms Via Mobile and Web

While on site, engineers can complete forms with accurate information through their mobile app. Or, forms can be edited and completed on the web from the office.

Back Up Documents

Our customer database saves all digital files and custom forms against each customer's record. You'll never lose important documents again.

Send Certificates Instantly

Forms are easy for engineers to complete and for admins to organise. PDF versions of your digital certificates can be sent as soon as they're complete.

David

Commercial Director

Ayrshire Tree Surgeons

With Commusoft we automate and centralise a lot of our checklists. We have a full repository of completed forms, and can refer back to them at any time.

Build Next-Level Custom Forms

Powerful Custom Form Builder

Digitise Your Workflow

We understand that each business likes to do things a little differently. Whether you start from one of our pre-existing templates or build your own from scratch, custom-made forms ensure your team records information your way. Commusoft’s custom form builder offers drag and drop, various question types, and advanced functionalities, like dependencies, putting you in the driver’s seat.

  • Create as many custom forms as you want
  • Personalise your forms with different question types
  • Your templates are always available for engineers on site
Custom form builder with drag and drop

Create Visually Striking Forms

MAKE CERTIFICATES YOUR OWN

With Commusoft, your forms not only showcase accurate information from the field, but they look great too. You have full creative control over how your forms and certificates appear. Your branding, fonts, styling, and any other aspect of the design is entirely up to you. Simply create your vision for your document in Microsoft Word and sync it with the template you built in Commusoft.

  • Create and design personalised forms on Microsoft Word
  • Drag and drop to quickly map the answer fields into your document
  • Generating a PDF that perfectly meets your vision has never been easier
Design custom forms your way with Microsoft Word integration

Seamlessly Deploy and Share Forms

Easy Data Collection For Engineers

COMPLETE FORMS AND JOBS QUICKER

Commusoft’s mobile forms experience is simple, guiding engineers through each section via their phone or tablet to maximise productivity while on site. A variety of smart tools make it faster and easier for forms to be completed accurately every time. Finally, they can obtain digital customer signatures too: perfect for compliance and authorisation.

  • Dropdown fields make quick data entry possible
  • Our forms autocomplete with known customer data
  • Easily upload site photos within in your forms
Easily complete custom forms on mobile

Stored Forever, Shared in Seconds

SAVE AND SHARE YOUR FORMS

Commusoft makes sending records to customers effortless. Your completed forms are always available within your records and can be printed or emailed in a few clicks. Whenever customers request a copy, your team are guaranteed to find what they need. Furthermore, commercial or multi-property clients can access these documents via their customer portal, without ever contacting your team.

  • Completed forms are available in your work history
  • Download, print, or email forms whenever customers need
  • Customer portal users can access their documents any time of day
Sharing custom forms with customers

More Custom Form Capabilities

  • Pre-Made Template Library

    Commusoft offers a collection of ready-made certificate templates for the renewables, electrical, oil, and gas industries. Our library includes the PAT certificate, CP12 Domestic Gas Safety Record, Gas Warning Notice (RIDDOR), and many more. Your crew can get started with the common certificates in the field straightaway. Or you can customise them to suit your needs, such as adding help text for engineers or follow-up questions.

  • Customise With Various Question Types

    Commusoft makes it easy for your team to collect precise information. We provide different options, such as question and answer logic based on specific dependencies and conditions. You can also incorporate yes/no questions, text answer fields, check-boxes, drop-down menus, and even file and photo attachments. It's up to you.

    custom forms - form builder
  • Microsoft Word Add-On

    By integrating with Microsoft Word, you can finesse the visual aspect of your form with their powerful document editor. Begin by creating your form's question structure in Commusoft. Meanwhile, design the visual document as you like in Word. Next, use our Word add-on to drag and drop your form's question and answers to quickly map them into your document. Finally upload it into Commusoft and your form is ready to go.

    Map custom form fields with Microsoft Word
  • Easily Send Forms to Customers

    As soon as a form is complete, your team can instantly email a PDF version to the customer. The customer’s name, relevant addresses, and any captured signatures will be automatically added to the form. Or, customers with access to personalised log-in portal can locate, download, and print forms for any of their properties.

    Email custom forms with a click of a button

More Custom Form Capabilities

  • Pre-Made Template Library

    Commusoft offers a collection of ready-made certificate templates for the renewables, electrical, oil, and gas industries. Our library includes the PAT certificate, CP12 Domestic Gas Safety Record, Gas Warning Notice (RIDDOR), and many more. Your crew can get started with the common certificates in the field straightaway. Or you can customise them to suit your needs, such as adding help text for engineers or follow-up questions.

  • Customise With Various Question Types

    Commusoft makes it easy for your team to collect precise information. We provide different options, such as question and answer logic based on specific dependencies and conditions. You can also incorporate yes/no questions, text answer fields, check-boxes, drop-down menus, and even file and photo attachments. It's up to you.

  • Microsoft Word Add-On

    By integrating with Microsoft Word, you can finesse the visual aspect of your form with their powerful document editor. Begin by creating your form's question structure in Commusoft. Meanwhile, design the visual document as you like in Word. Next, use our Word add-on to drag and drop your form's question and answers to quickly map them into your document. Finally upload it into Commusoft and your form is ready to go.

  • Easily Send Forms to Customers

    As soon as a form is complete, your team can instantly email a PDF version to the customer. The customer’s name, relevant addresses, and any captured signatures will be automatically added to the form. Or, customers with access to personalised log-in portal can locate, download, and print forms for any of their properties.

Digital Custom Forms and Certificates FAQs

  • Custom forms can help your business enforce site safety, meeting industry regulations, and document important job details for customers. With Commusoft, you can build and customise custom forms for practically any situation.

    Some examples include site safety forms, installation checklists, and maintenance workflows. Engineers complete these directly from the job site and receive digital customer signatures. Once approved by your office staff, completed custom forms can be emailed, or mailed straight to customers.

    Custom forms add a professional touch to your jobs, and make your business more memorable: increasing your chances of booking future jobs.

  • Digital certificates completely replace the need for paper certificates. Don’t worry, we’ll give you all the tools you need to quickly build your own and complete any digital safety certificate! Our client success team is more than happy to show your team how to create and complete custom forms in your personalised training calls. Learn more about training and onboarding with Commusoft.

    To help you get started quickly, we have templates available for a variety of industry forms. Once uploaded, these templates are the starting point for you to build your own versions of these forms where you have the freedom to make any customisations you require.

    We’ll help you ensure engineers complete their forms directly from the job site, receive digital signatures, and save them to the customer record straightaway.

    If there are any bumps in the road, our client services team is a quick email or phone call away.

  • Unfortunately, we can’t commit to building customised forms for all of our clients.

    Don’t worry, we’ll give you all the tools you need to quickly create professional forms on your own! Our client success team is more than happy to show your team how to create and complete custom forms in your personalised training calls. Learn more about training and onboarding with Commusoft.

    If there are any bumps in the road, our client service team is a quick email or phone call away.

  • Yes! We offer a number of starting templates for existing gas and oil certificates, renewables, and electrical certificates. These offer an initial blueprint for you to upload into your account and are fully customisable by you.

    Please note, it will be your business’s responsibility to ensure that these certificates are updated to meet any legal requirements, as they will not be maintained by Commusoft.

    Starting gas templates include:

    • CP12 Domestic Gas Safety Record
    • Mains Pressure Hot Water Cylinder Commissioning Checklist
    • CP16 Non-Domestic Gas Testing and Purging
    • Gas Service and Maintenance Form
    • CP20 Central Heating Commissioning Certificate
    • Riddor – Gas Warning Notice
    • Benchmark Commissioning Checklist
    • Liquid Petroleum Gas (LPG) Safety Certificate

    Starting oil templates include:

    • CD10 Oil Filing Installation Completion Report
    • CD11 Domestic Oil Firing Service Report
    • CD12 Oil Landlord Installation Check
    • CD14 Oil Warning and Advice Notice
    • CD51 Commercial Oil Firing Service Report
    • T1l133D Domestic Oil Storage Tank Spillage & Fire Risk Assessment

    Starting electrical templates include:

    • Electrical Installation Condition Report
    • Electrical Installation Certificate
    • Minor Electrical Installation Works Certificate

    Starting renewables templates include:

    • Air to Water Heat Pump Commissioning Checklist
  • Our custom forms software pricing depends on how many licenses you need, and which of our powerful plans you choose. Learn more about each of our plans and pricing ➞

    You will also need a Microsoft Word subscription to build and import your custom-made documents to Commusoft.

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