The Fillable PDFs feature in ServiceBridge enables field technicians and business admins to manage, complete, and share editable PDF forms directly within Job, Customer, or Asset records. This self-service, cost-effective solution supports pre-made templates, ensuring compliance with legal formats while simplifying form handling via the web and mobile apps.
Overview of the Fillable PDFs Feature
The Fillable PDFs feature allows field technicians and business admins to:
Use pre-made editable PDF templates.
Attach, fill out, and submit PDFs as part of a Job, Customer, or Asset record.
Email completed forms directly to end customers.
Key Benefits:
Self-service and low-cost compared to custom forms.
Ensures output matches legally mandated formats or specific design requirements.
Simple management of form templates in the ServiceBridge web app.
To learn more, please visit About Fillable PDFs.