Suprata Suite · Jobs & operations

Suprata Forms

The right form on every job, automatically.

Suprata Forms attaches industry forms to jobs based on the job type. An HVAC evaluation, a boat information sheet, an IT equipment list or an inspection checklist shows up where it belongs. Completed forms stay in the job history.

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Part of Suprata Suite Set up in minutes 4 help articles

What’s included

What Forms does

9 capabilities, connected to every other module in Suprata Suite.

Forms on the job

6
  • Forms attach automatically by job type
  • Several forms on one job
  • A standard library of industry forms to start from
  • Photos and files inside the form
  • Mobile-friendly for use in the field
  • Completed forms stored in the job's history

Fitting your business

3
  • Forms customized to your checklists and inspections
  • Custom fields on accounts, jobs and equipment
  • Changes can be made for you by Suprata support

Help center

Learn Forms step by step

Plain-English guides from the Suprata help center, with the judgment calls that make setup go right the first time.

Industry Forms — What Attaches When Industry forms — HVAC evals, marine boat info, IT equipment lists, chimney inspections — auto-attach to jobs based on the job type. Here's the… Setting Up Job Types Job types are the central switchboard that decides which industry forms attach, which workflow runs, and how a job is reported on. Get them right… Tags vs. Categories vs. Statuses vs. Custom Fields Four different ways to label, classify, and structure data on accounts, jobs, and other records. They overlap on purpose. Knowing which to reach for… Job Attachments — Photos and Signatures Field photos and customer signatures are the strongest defense against billing disputes and warranty disagreements. Here's how to capture them, where…

One platform

Part of something bigger

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability.

  • One record. Forms reads and writes the same customers, jobs and dollars as every other module.
  • Live numbers. Everything it does lands in dashboards and reports right away.
  • Room to grow. Rules, forms, workflows and reports can be customized as far as you need.
See the platform

Works hand in hand with

Suprata JobWork orders from first call to final payment, with job types, statuses, forms, photos and signatures. Suprata ContractContracts and documents signed online, a document library, approvals and expiring-document reminders. Suprata CoreCompany settings, business units, custom fields, tags and branding for every module. Suprata ScheduleA drag-and-drop dispatch board and calendar, recurring appointments and GPS route optimization.

Suprata Suite

Get Forms tonight

See which plan includes Forms on the pricing page, or book a demo and we’ll walk you through it.

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Or call 888-494-4335