Customize Job Sheets, Checklists, and Forms

With Simple-Simon, you have complete freedom to tailor job sheets, checklists, and custom forms to match your branding and business needs. Decide exactly how your job sheets should look and which information is visible to your team. This level of customization helps you work more efficiently, improve communication with clients, and present a professional image.

Make Your Job Sheets and Forms Truly Yours

Simple-Simon allows you to design job sheets and forms that reflect your company’s identity. Add your company logo—or even your customer’s logo—and determine the layout of your documents. This reinforces your brand and increases recognition with clients.

Benefits of a personalized layout:
✔️ Professional appearance: reinforce your brand with a consistent visual style
✔️ Customer focus: tailor layouts to specific clients to build trust
✔️ Clear communication: instantly share job sheets and reports via email

Flexible Setup for Office and Field Modules

The Simple-Simon app lets you fully configure your job sheets and forms—both in the office and in the field. Choose which information is shown and in what order, so everyone in your team can work as efficiently as possible. In the office module, you can manage access permissions to ensure secure and organized data handling.

Key advantages:
🔍 User-specific data views: Simon remembers your preferences for quick access to relevant data
🔐 Access control: decide who sees what, whether in the office or on-site
⏱️ Streamlined handling: present clear, relevant information and eliminate unnecessary data

Keep Customers Informed, Professionally

With Simple-Simon, customers are kept in the loop from start to finish. Send confirmations and reminders by SMS or email. Once the job is complete, automatically email the job sheet and all associated forms to the client. This builds trust and strengthens customer relationships.

Why customer-focused communication matters:

  • Higher satisfaction: keep clients informed about arrival times and job progress
  • Clear documentation: include photos, checklists, and notes to justify the work
  • Automatic emails: send job sheets and forms instantly upon completion

Advanced Checklists for Maximum Efficiency

Go paperless and streamline your workflow with Simple-Simon’s digital checklists. Easily adjust checklists to suit your exact job requirements. Field staff can quickly complete them, and all data is saved automatically—reducing errors and eliminating manual data entry.

Checklist benefits:

  • Faster completion: fill out checklists quicker than with pen and paper
  • Full customization: include logos, text fields, and multiple-choice options
  • Built-in validation: receive instant feedback on incorrect entries for greater accuracy

Link Checklists to Job Sheets and Projects

With Simple-Simon, checklists can be linked directly to job sheets and project files, giving you a complete overview of all relevant data. You can manage and update checklists easily in the back office. Whether it’s inspection lists or installation checklists, Simple-Simon lets you track progress in real time and save time throughout the process.

Instant Reports and Insights

Generate detailed reports from completed checklists and share them with clients in just a few clicks. Clients gain immediate insight into the work completed, and all data is securely stored. Reports can even be sent automatically as PDFs or uploaded to a client portal—making documentation and accountability simple.

Why Choose Customization?

Simple-Simon provides a full suite of tools to personalize your job sheets and forms. With flexible options, you can create a tailored solution that perfectly fits your internal workflow and your customers’ expectations.

Summary of key features:

    1. Job sheet layout design: create a unique visual identity for your documents
    2. Data control: define which fields and columns are shown in both office and field modules
    3. Advanced checklists: build efficient, error-free forms for internal and external use
    4. Direct customer communication: improve collaboration with automatic updates and reports
    5. Reporting and insights: generate detailed reports based on completed checklists

Simple-Simon makes customization simple and powerful. Whether you’re in the office or out in the field, Simple-Simon gives you the flexibility to optimize your workflow and tailor it to your exact needs.

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Book Your Free Online Demo with an Industry Expert

Curious how Simple-Simon can improve your workflows and personalize job sheets and forms to suit your company? Book a free live demo with one of our industry experts. You’ll get a full tour of the features and see how Simple-Simon fits your unique needs.

Schedule your free demo today and experience the benefits of Simple-Simon!

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