Service reports filled in on the spot, signed and filed.
Your staff open the report form on a phone during the visit. The client signs on the spot, and every report becomes a formatted PDF next to its answers, ready to evaluate.
Paper records, retyped later.
Staff in the field write the record on paper, copy or scan it, and someone types it into Word and Excel afterwards. Every step is a chance for an error.
It is routine work where a recording error can easily happen.
Interpreters used to write records on paper, copy and scan them. Now a form produces the formatted, signed report on submit.
Both teams built their forms with PDF Generator API Web Forms, the engine behind Documentas.
How to set it up in Documentas
Build the report form
The visit details, the service delivered and a satisfaction rating.
Your report layout
Upload your current report as the template, or have the AI assistant build it.
Generate and sign
Each report is generated on submit and signed straight away.
Share with staff
One link they keep on their phone.
A visit report you can copy
| Field | What it asks |
|---|---|
| Visit | Client name, date and place of the visit, contact email |
| Service | Description of the service delivered |
| Extras | Additional services (multiple choice) |
| Feedback | Satisfaction rating (single choice) |
| Signing | Signed on the spot |
A signed PDF for every visit, every answer in one list.
- A formatted report generated on submit, with no typing or converting
- Signed on the spot, on a phone
- Every report’s answers in one list for evaluation
- Fits social services, interpreting, home care, maintenance visits and inspections
What makes it work
Forms and data collection
Build forms with tables, required fields and terms to accept. Share by link or invitation and see every answer.
Read moreDocuments from answers
Every form submission becomes a finished PDF from your own template, signed by the respondent and your company.
Read moreTemplates
Use the PDF contract you already have, or have the AI assistant build a template from a description.
Read moreLet the AI assistant draft it
Open the template editor, switch to the Chat tab and paste this. Then review the result and adjust it by hand or by asking for changes.
Create a field service report with the client’s name, the date and place of the visit, a description of the service delivered, additional services, a satisfaction rating, and a signature block.The AI assistant is in the template editor on every plan and uses your plan’s monthly credits. It can make mistakes, so review the result, and have contract wording checked before you use it.
Questions people ask
Keep reading
Non-profits and associations
Volunteer agreements, member registration, service reports, grant applications and anonymous feedback.
Read moreRental and field services
Rental agreements, delivery and work-completion sign-offs, service reports and subcontractor onboarding.
Read moreDocuments from answers
Every form submission becomes a finished PDF from your own template, signed by the respondent and your company.
Read moreSee it with your own documents.
Book a 15-minute walkthrough and we’ll set up your first form or signing flow with you.
A 15-minute video call. Bring the form or contract you use today.