Digital forms for field teams that stop paperwork holding jobs up.

Create digital forms for surveys, checklists, certificates, sign-off, onboarding, and compliance. Send them to customers when needed, capture the right information from your team on site, and make forms part of the job so paperwork never slows work down.

Book a demo See workflow

Stop chasing paperwork after the job is done.

Intrflex helps trade teams collect the right forms at the right point in the workflow, so surveys, certificates, sign-off, and compliance checks do not get forgotten, delayed, or buried in inboxes.

Keep jobs moving

Make forms part of the live job so the team can see what is still missing before work is signed off.

Capture proof on site

Collect signatures, photos, files, and readings while the engineer is still on site.

Get details back faster

Share public forms so customers and external contacts can send information back without phone calls and emails.

Everything you need to get forms filled in without slowing the job down.

From office setup to on-site completion, Intrflex keeps forms practical for busy trade teams.

FB

Build a form once

Create forms for site surveys, safety checks, certificates, customer sign-off, and staff onboarding without starting from scratch each time.

PV

Send forms to customers when needed

Use public forms when someone outside your team needs to send details back before, during, or after the job.

AS

Make forms part of the job

Attach the right form to the right job or person so paperwork is completed in context, not chased later.

CV

Keep forms simple

Only show extra questions when they are relevant, so the team sees a shorter, clearer form in the field.

FS

Capture signatures, photos, and files

Collect the proof you need while work is being done instead of chasing it after the team has left site.

EV

Keep clear records

Store the completed form against the job or user so your team can see what was done and when it was signed off.

Job #4821 timeline

Boiler service · Riverside Apartments

3 of 5 forms done

Pre-arrival safety brief

Completed 08:10 · Engineer: Sophie

Signed

Site survey form

Completed 09:02 · 4 photos attached

Submitted

Risk assessment

In progress · Live updates from site

Pending

Customer sign-off

Will unlock when work is complete

Required

Certificate of completion

Auto-generated PDF when signed off

Required

Forms that live inside the job, not in a separate pile.

When a form is part of the job record, the office and the field always know what is outstanding, what is approved, and what is blocking completion.

  • 1 Assign required forms to a job type so they appear the moment a new job is booked.
  • 2 Block job completion until every required form is signed, dated, and stored.
  • 3 See the full form history on the job timeline alongside notes, photos, and costs.
  • 4 Reuse the same form on repeat jobs, scheduled visits, and warranty callouts.
Explore job management

Collect real-time information from your team on site.

Engineers can capture the answers your office needs while the work is happening, not hours later from memory.

PH

Photos and video

Attach before, during, and after photos straight from the phone camera so the office can see progress without visiting site.

SG

On-screen signatures

Capture customer and engineer signatures in the form, dated and stored against the job as proof of completion.

RD

Readings and measurements

Log numbers, meter readings, dimensions, and pass or fail checks with built-in validation.

GP

Location and timestamps

Automatically record when and where the form was completed so the office can confirm visits happened on site.

VN

Voice to text notes

Let engineers dictate observations instead of typing, and turn spoken updates into structured form answers.

QR

Scans and barcodes

Scan asset tags, serial numbers, and barcodes into forms so equipment and parts are tracked without manual entry.

Run the internal forms your business depends on, in the same place.

From the first morning vehicle check to the end-of-week timesheet, give your team a simple way to send the right information back without chasing calls, photos, and missing paperwork.

  • 1 Run daily vehicle checks, fuel logs, and defect reports from a phone before the van leaves the depot.
  • 2 Capture timesheets, job notes, and travel straight from the app so payroll has what it needs by Friday.
  • 3 Issue training acknowledgements, safety briefings, and toolbox talks to the right people on a schedule.
  • 4 Log incident reports, near misses, and quality checks with photos and signatures stored against the staff member.
See workforce management

Sophie Bennett

Field engineer · Mon 04 Jun

Staff forms

Pre-shift

Vehicle check

Tyres, lights, oil, equipment

Completed 07:42

On site

Job brief acknowledgement

Scope, access, risk read

Signed 08:55

Compliance

Asbestos awareness refresher

Annual training due 12 Jun

Due in 8 days

End of day

Timesheet and travel

Hours, mileage, parts used

Open

See how a form moves with the job, in real time.

From the first site visit to the final customer sign-off, every form update lands in the office the moment it is saved on site.

Arrival

Vehicle check and job brief completed

Vehicle

Van 14 · LR65 KPL

All checks passed

Engineer

Sophie Bennett

Brief acknowledged

Next: Start the site survey form and capture photos.

Forms that work for the office, the field, and the customer.

Every form you build can be reused across roles, so the right people capture the right information in the right place.

Office and admin

Stop chasing missing paperwork

See what is outstanding at a glance and follow up only on the forms that are actually missing.

  • • Track required forms per job and per staff member
  • • Export completed forms for audits and compliance
  • • Generate certificates and PDFs straight from submissions

Engineers and field staff

Finish paperwork on the visit

Complete assigned forms on the phone, with photos, signatures, and readings saved the moment the work is done.

  • • One tap to open the forms assigned to the job
  • • Capture photos, signatures, and location in the form
  • • Save and resume if the engineer runs out of signal

Managers and owners

Prove the work, every time

Get a complete record of what was done, when, and by whom, without piecing together emails and screenshots.

  • • See a full form history per job and per staff member
  • • Spot trends in defects, returns, and safety issues
  • • Keep evidence for compliance, warranty, and disputes

Forms that earn their place on the job.

"We used to lose half a day per engineer chasing photos and signatures. Now everything is captured on the visit and the job is signed off before the van pulls away."

Rachel Owens

Operations Manager, Northpoint Heating

"Required forms on the job have cleaned up our compliance overnight. Nothing is closed without the right paperwork attached, and the office can prove it in seconds."

Daniel Hart

Director, Hart Electrical

"Public forms for site surveys have saved us a call-back every visit. The customer sends the photos and access notes before we even get there."

Priya Shah

Office Lead, Riverside Property Care

See how Intrflex Forms can work for your team

Book a tailored walkthrough and we will show you how to collect forms faster, reduce paperwork chasing, and keep proof attached to the job from start to finish.

Book your forms demo

Tell us what paperwork your team handles today and we will show you a simpler way to manage it in Intrflex.

June offer · 50% off your first 3 months on every plan — available this month

We will only use your details to arrange your demo.

After you submit: confirmation email within minutes → we book the session → we walk through your workflow live. Most teams are set up within 2 weeks.

or
Prefer a set time? Book directly with our sales team

What the demo includes

  • Your current workflow: We start with how your team handles jobs, updates, and paperwork today.
  • Live walkthrough: We show how scheduling, field updates, and job records work together in one system.
  • Questions answered: We cover the parts of Intrflex that matter to your process, team size, and pain points.
  • Next steps: You leave with a clear view of fit, rollout expectations, and what onboarding looks like.
  • 50% discount for 3 months: Book a demo and lock in your exclusive discount.
* Enjoy 50% off for your first 3 months when you book a demo.

Common questions about Intrflex Forms

Straight answers for trade teams looking to replace paper forms and manual follow-up.

Can Intrflex forms be used both internally and publicly? +

Yes. Your team can complete forms inside Intrflex, and you can also share public forms with customers, applicants, or other external contacts when they need to send information back to you.

Can forms be required before a job is completed? +

Yes. Required forms assigned to a job can block job completion until they are submitted, so your team cannot close work before the right paperwork is finished.

What kinds of fields do forms support? +

Forms support text, numbers, selects, dates, times, files, photos, signatures, yes or no choices, ratings, locations, headings, and dividers, so they cover surveys, certificates, sign-off, and compliance.

Can the team collect information on site in real time? +

Yes. Engineers can capture photos, signatures, readings, location, and notes from the job on their phone or tablet, and the office sees the update the moment the form is saved.

Can I run forms for my staff, not just customers? +

Yes. Build forms for vehicle checks, timesheets, training acknowledgements, safety briefings, incident reports, and onboarding, and assign them to the right people on a schedule.

Do forms behave the same way on web, public pages, and mobile? +

Yes. The same form rules carry across the web app, public form pages, and mobile form completion, so your team gets a consistent process wherever the form is filled in.