SwiftSheet: Client & Job Forms

Build forms on your device. Fill them on-site. Send branded PDFs instantly.

SwiftSheet is a mobile-first form builder for iPhone and iPad. Unlike most form apps, you can create forms directly on your device, collect signatures, photos, customer details and GPS data, then generate professional PDFs straight away.

AI Form Builder (Beta)
• Describe your form in simple words - AI creates it for you
• Preview generated fields before saving
• Refine with additional instructions if needed
• Edit manually anytime in the full form builder
• Your data stays private - only form descriptions are processed

Ready-Made Templates
• Start instantly with professionally designed templates
• Covers multiple industries - repairs, contracting, beauty & wellness, inspections and more
• One tap to add to your forms, then customise to match your business
• No more staring at a blank page

Powerful Form Builder
• Create and customise forms right on your iPhone, iPad or our website
• Dual PDF system - a standard PDF plus optional custom layouts built with our drag-and-drop designer - no coding required
• Multi-page forms with conditional logic
• Table fields with repeating rows and automatic totals
• Customer auto-fill fields with smart mapping
• Real-time form syncing across all devices
• Favourite, duplicate or hide forms to keep your list tidy

Team Workflow Management
• Assign pre-filled jobs to field engineers from the web dashboard
• Auto-generated sequential job numbers for tracking
• Engineers receive jobs on their iPhone/iPad with pre-filled customer details
• Simplified "Work Mode" shows only assigned jobs - perfect for field teams
• Completed jobs route to manager's account automatically
• Offline-first design - engineers work anywhere, sync when connected
• Customer privacy protection - engineers complete jobs without seeing sensitive customer data

Smart Form Filling
• Fill out forms quickly with an intuitive touch interface
• Auto-fill customer details from your database, or start a form straight from a customer's page
• Add photos, signatures or drawings directly in forms
• Take photos one after another - the camera shows which photo is next
• Photos upload as you take them, so submitting is quick
• Save drafts and carry on later - SwiftSheet offers a customer's unfinished form so jobs aren't started twice
• GPS location stamping for field verification
• Offline support - work anywhere, sync when online

Customer Database
• Store customer details with up to two photo ID images (front and back)
• Every completed form keeps its own copy of the ID exactly as it was at the time - ideal for buying records
• Retake an expired ID from the form - the old one is kept until the new one saves
• Quick customer lookup and auto-fill
• Import and export customers as CSV from the web dashboard
• Fully encrypted storage for peace of mind

Professional PDFs
• Generate beautiful, branded PDFs instantly
• Email PDFs to yourself and customers, with company branding on customer-facing emails
• Custom PDF layouts match your exact design
• Automatic Dropbox, OneDrive or Google Drive integration
• Download or share PDFs directly from your device

Beautiful Design
• Full dark mode support
• Clean, modern interface optimised for iPad and iPhone
• Optimised controls for field use
• iOS-native design with smooth animations

Secure & Reliable
• Face ID support
• Per-user data isolation
• Data stored securely and encrypted - always available across your devices

PERFECT FOR
• Repair technicians and phone repair shops
• Second-hand, buy-back and trade-in shops
• Contractors and builders
• Home inspectors
• HVAC and electrical technicians
• Property managers
• Field sales teams
• Service professionals
• Team managers coordinating field engineers
• Independent operators who need forms on-the-go
• Beauty & wellness professionals

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