JOBTREAD WEB FORMS
& FORM BUILDER

Every piece of information that arrives as a text message, a voicemail or a note in someone’s truck is information your system does not have. JobTread forms close that gap. A web form on your site creates the lead. An in-app form captures the site survey, the punch list or the safety check with the answers landing directly on the job instead of in a photo roll.

WHY FORMS BEAT TEXT MESSAGES

Unstructured information cannot be reported on, assigned or automated. The same site measurements sent as a text are invisible to your estimating process; captured in a form, they populate the job, trigger a workflow and stay searchable two years later when the client calls about a warranty. Forms are how field reality gets into the operating system.

HOW TO SET IT UP

Step 1: Build the Lead Capture Form First

Start with the form that makes money. Put a web form on your site that captures name, contact details, project type, address and how they found you — then map it to create the customer and job automatically. Lead source is the field everyone forgets and later wishes they had.

Step 2: Use Required Fields Ruthlessly

Any field that is optional will be blank on half your records. If you need the address to estimate the job, make it required. A short required form beats a long optional one every time, because it produces data you can actually act on.

Step 3: Build Your Field Forms

Create in-app forms for the repeatable field moments — initial site survey, pre-drywall walkthrough, final punch list, safety inspection. Add photo fields so the evidence attaches to the answer rather than living in a phone.

Step 4: Connect Forms to Workflows

A submitted form should do something. Point each one at a workflow so a new lead assigns itself to a salesperson, a completed punch list notifies the PM, and a failed safety check escalates immediately. The form is the trigger, not the destination.

THE FORMS EVERY CONTRACTOR SHOULD HAVE

• Website lead capture — creates the customer and job automatically, with lead source recorded
• Site survey — measurements, conditions and photos captured once, in the field
• Punch list — one record per item, assignable, with photo evidence attached
• Safety and quality checks — documented, timestamped, and escalating when something fails