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About Fillable PDFs
About Fillable PDFs

Find out about the Fillable PDFs feature and its functionality with this article.

Updated over 3 weeks ago

This guide provides step-by-step instructions for using the Fillable PDFs feature in ServiceBridge. Designed to be an easy, self-service option for managing and filling Fillable PDFs, this feature is ideal for customers who need a quick and cost-effective solution.

Getting Started with Fillable PDFs

Accessing the Fillable PDFs library

  1. Log in to the ServiceBridge Web App.

  2. Navigate to the Settings Area/Menu.

  3. Click on Fillable PDFs

Here, you can upload, update, or manage your editable PDF templates.

Uploading a New PDF Template

  1. Open the Forms Library.

  2. Click Upload New Form.

  3. Select your PDF file and add a name or description for easy identification.

  4. Specify the Usage Type for the form:

    • Jobs

    • Customers

    • Assets

The uploaded form is now available to technicians in the mobile app.

Usage Type

Usage Type specifies the record types in the ServiceBridge mobile app the PDF is available on.

In the example below, the Inspection and Test Form is available to use on Jobs and Assets. This means technicians can add this form to Work Orders, Estimates and Assets on the mobile. This form will not be listed under a customer record.

Using Fillable PDFs in the Mobile App

Filling Out a Fillable PDF

  1. Open the ServiceBridge Mobile App.

  2. Go to a Job, Customer, or Asset record.

  3. Tap the Forms section and select a relevant PDF template.

  4. Use pinch-zoom gestures to navigate and fill out the fields in the PDF.

  5. Save and submit the completed form once finished.

Viewing Previously Completed Forms

  1. In the mobile app, open the relevant Job, Customer, or Asset record.

  2. Navigate to the Forms section to view all previously filled and saved forms.

Creating or Editing PDF Templates

To create or modify templates, use a PDF editing tool like Adobe Acrobat:

  1. Open the tool and create a new or editable PDF.

  2. Add form fields (e.g., text boxes, checkboxes) as needed.

  3. Save and upload the form to the ServiceBridge Forms Library.

For assistance, you may engage the Professional Services team.

Frequently Asked Questions

Where can I find the Fillable PDFs template library?

This is located in the Settings Area of the ServiceBridge web app.

Do I need special software to create PDFs?

Yes, a PDF editing tool like Adobe Acrobat is required to create or modify templates.

Can I report on data collected in a PDF?

No, the data entered into Fillable PDFs is not available for reporting in ServiceBridge.

Additional Notes

  • A PDF editing tool is necessary for creating and updating templates.

  • No extra costs are associated with using this feature in ServiceBridge.

  • Does not support advanced field validation or branching logic.

  • Mobile experience may require more navigation effort.

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