Table of Contents
- Overview
- Create a Visit Form
- Add Visit Forms to Specific Visits
- Filling Out a Visit Form
- Viewing a Completed Visit Form
- Visit Form Examples
OVERVIEW
In LawnPro, you have the ability to create custom forms and checklists that your team can use to deliver consistent service.
Visit forms are checklists and forms that can be customized and attached to jobs so your employees can fill them out while on their visits. A visit form is a good way to collect information while on a visit and standardize the way information is collected when different employees are filling out the forms. The forms can be set up with checkboxes, and drop-downs, as well as short and long answer fields to customize to fit your company’s needs.
Visit Forms are included on the Grow and Plus plans and are a $15/month add-on on other plans.
Create a Visit Form
While visit forms can be filled out in both the LawnPro App and LawnPro desktop, the forms must be built in LawnPro desktop.
Click Visit Forms in the left menu.
Next you will click the green “+ New Form” button.
To start creating your new Visit form, enter the form’s name at the top
The first section is already added and ready for you to customize.
For each section you will add a section name (this will show on the form), then you can choose how you want your employees to fill out these sections.
Under Add Field, choose one of these field types:
Short Text Field
Long Text Field
CheckBox
DropDown
To add another section, click Add New Section.
To add a signature field, check Accept Signature under Options.
Once built, the fields can be rearranged if needed by clicking the field you’d like to move and then dragging and dropping it using the drag and drop icon to the right (above the trash bin).
To delete a field, click its trash icon. To remove a CheckBox or DropDown option, click the red × next to it. Each section also has its own trash icon.
To add this form to new visits automatically, check Auto-attach to visits under Options. To start a new form from an existing one, open the saved form and click Duplicate at the top.
When you are finished, click Preview at the top to see what the form will look like.
Click Close or the X to go back to editing.
When you are satisfied with your new visit form, click the green “Save Form” button.
Add Visit Forms to Specific Visits
If you want the visit forms to only show on some of the jobs you create, you will have the option to add them when you create a new job, or edit an existing job. If you edit a job and remove a form, your old filled-out forms will still be visible on the completed visits.
While creating a new job you will see the option to add a visit form. If you had selected for a form to automatically apply to new visits then you will see it already marked. If your plan doesn’t include Visit Forms, this section shows an upgrade option instead.
When editing a visit to remove a visit form any unfilled forms will be removed from visit event. Saved forms will remain.
Filling Out a Visit Form
To fill out the visit form, you will go the to schedule tab to see your calendar.
Click the visit on your calendar to open the visit panel. In the Visit forms section, choose the form, fill it in and click Save.
Viewing a Completed Visit Form
To view a completed visit form, you will go back to the visit on your calendar and click on the visit.
In the Visit forms section, completed forms are marked (completed). You can also open the full visit page and use its Visit Forms tab.
Visit Forms Examples
There are no limits for what you can create visit forms for and they can certainly be customized based on your team’s needs, but here are some examples of visit forms to give you some ideas:
- Service Authorization Forms: If you want your customer to authorize your work, a service authorization form can be created. You can set up fields for details like the customer name (short answer field), employee (short answer or dropdown field), date (short answer field), details (long answer field), and customer approval where a client’s name can be entered or signed to indicate their approval (short answer field or signature field.)
- Safety Checklists: Make sure your team has everything they need to stay safe on the job. A checklist of PPE (personal protection equipment) is a great way to accomplish this. Making sure hazards are cleared out of the way and other safety measures would also be a good idea to include on this type of visit form.
- Inspection Forms: If your business requires your team to perform an inspection while on a job, the inspection form can be created in your LawnPro account using a visit form to make sure all the correct things are looked at and inspections are done the same way by all employees. A checklist along with short and long answer fields would be great for this type of form, so inspected items can be checked off and specific details can be noted.
- Equipment Checklists: Create a checklist to ensure all the correct equipment is being taken for the job. Also include checkboxes of everything your team needs to have with them.
- Chemicals: Use a drop down with short answer fields to track the chemicals being applied during a visit directly to the visit form and easily create lists of each chemical applied as well as the quantity.
- Start or End of Day Checklists: Make sure nothing gets missed at the beginning or end of a work day. Set up a checklist with a visit form with checkboxes that need to be completed and a long field at the end of the form to record any notes about the day.