Compliance forms and pre-job checklists

TruePro lets you create digital compliance checklists and risk assessments that technicians must complete before arriving at a job or before marking a job complete. Completed forms are stored as PDF records attached to the job.

What are compliance forms?

Compliance forms are structured checklists assigned to a specific job. They ensure that technicians follow required safety and quality procedures. A form can contain checkboxes, text fields, dropdown selects, and photo prompts.

Two trigger types are supported:

• Before arrival — the technician must complete the form before they can record arrival on site. This is ideal for pre-job risk assessments.
• Before completion — the technician must complete the form before they can mark the job complete. This is ideal for safety inspections and sign-off checklists.

Starter templates

TruePro includes built-in starter templates that are available to all pros:

• Pre-job Risk Assessment (before arrival)
• Work Completion Checklist (before completion)
• Gas Safety Inspection (before completion)
• Electrical Safety Inspection (before completion)

Business owners can add any starter template to their own template library by clicking "Use this template" on the Templates page.

Creating your own templates (business owners)

1. Go to Compliance form templates in the pro menu.
2. Click New template.
3. Enter a name and choose when the form must be completed (before arrival or before completion).
4. Add fields using the field builder — choose the field type, write the label/question, mark it required if needed.
5. For dropdown (select) fields, enter the options one per line.
6. Click Create template to save.

Assigning a form to a job (dispatchers and owners)

1. Open the job from the jobs list.
2. Scroll to the Compliance forms panel at the bottom of the job detail page.
3. Select a template from the dropdown and click Assign.
4. You can assign multiple forms to a single job.
5. Pending forms can be removed by clicking Remove next to them. Submitted forms cannot be removed.

Completing a form (technicians)

1. Open your assigned job in the technician mobile view.
2. If a pre-arrival form is assigned, it will appear as a link before the arrival step. Tap the link to open the form.
3. Complete each field — checkboxes, text answers, dropdown selections, and any required photos.
4. Tap Submit form. You cannot edit the form after submission.
5. Once all pre-arrival forms are submitted, you can proceed to record arrival.
6. Pre-completion forms appear in the same way before the "Mark complete" section.

What happens after submission?

When a technician submits a compliance form, TruePro automatically generates a PDF report with all the responses, the job details, submission timestamp, and the technician's name. This PDF is attached to the job record and can be downloaded by pros.

Tips

• Use the "Pre-job Risk Assessment" starter for any job with potential site hazards.
• Photo fields capture on-device camera shots — ask technicians to take clear, well-lit photos.
• Required fields (marked with a red asterisk) must be completed before the form can be submitted.
• Completed forms appear in the "Submitted compliance forms" section at the bottom of the technician job view.