ServiceM8 Preventative Maintenance Form Setup

via Freelancer ·

Budget / SalaryA$30–250
TypeFreelance project
LocationRemote
Posted1 hour ago
I’m looking for a ServiceM8 specialist who can turn our current Preventative Maintenance / Service workflow into a single, streamlined smart form.

The form must let a technician:

• Tick off each completed task and enter meter or pressure readings on-site
• Trigger the next recurring visit automatically once today’s job is marked complete
• Generate a polished PDF service report that pulls in all captured data, photos, customer signatures and the technician’s notes, ready to email to the client immediately

I’ll give you our existing paper checklist, brand assets and field wording. Your job is to build the form in ServiceM8 Forms, map every field to the job card, and test it end-to-end so that a tech can open it from the mobile app, fill it out quickly and see the finished report in the Activity stream.

Deliverable: the fully configured ServiceM8 form template (with logic, fields, and PDF layout) plus a short loom or PDF guide showing my team how to deploy it in new or existing jobs.
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