Overview
Visit Forms in Copilot CRM allow your employees to document important details while completing visits in the field. These forms can serve as service checklists, job documentation, or records of conditions, tools used, and other key information from each visit.
What Are Visit Forms?
A Visit Form is a customizable form that can be attached to a visit so employees can fill it out on-site.
You can include text fields, checkboxes, dropdowns, and even require customer or employee signatures for verification.
Examples of common Visit Forms:
Lawn Care Checklist
Equipment Maintenance Report
Weather and Conditions Log
Quality Assurance Inspection
Step 1: Create or Edit a Visit Form
Go to Marketing > Visit Forms in your Copilot dashboard.
Click + New Form to create a new visit form.
Step 2: Build Your Form
Give your form a name (e.g., “Weekly Lawn Service Checklist”).
Add sections to structure your form.
Choose the field types you want to include:
Short Text Field – For brief answers (e.g., technician name).
Long Text Field – For detailed notes (e.g., observations or issues found).
CheckBox – For simple yes/no or task completion lists.
DropDown – For selecting from a predefined list of options.
Optional:
Check the Accept Signature box to require a signature at the end of the form (e.g., customer approval or technician confirmation).
When finished, click Save Form to finalize your design.
Assign Visit Forms to Visits
Once your forms are created, you can attach them to any scheduled visit.
Go to Team > Schedule.
Select an existing visit or create a new one:
To create a new visit, click + New Event > Visit to Customer.
On the visit page, scroll down to the Visit Forms section.
You’ll see checkboxes for each form you’ve created.
Select the form(s) you want to attach to the visit.
Saving the Visit
After selecting the appropriate forms:
If editing an existing visit, click Update Visit.
If creating a new visit, click Create Visit.
The selected form(s) will now be attached to the visit and available for employees to complete during or after the job.
Tip
Use Visit Forms to ensure consistent service quality and thorough documentation.
They’re perfect for compliance reporting, customer verification, or tracking recurring service details over time.