Digital service reports & form builder — docs at the stop, no more clipboards
With Trailo's form builder you create digital service reports, inspection checklists and before/after docs — drivers and technicians fill them in right at the stop. Eight question types, conditional logic, photo upload, signature, CSV export for insurance billing and reporting. Part of the Professional tier, live today.
No credit card · Pre-filled sample data · Cancel anytime
What is a digital service report?
A digital service report (also called work order, job ticket, inspection protocol, service form or damage docs) is an electronic form filled out by drivers or service technicians directly at the stop — instead of on paper. Photo, signature, required fields, conditional logic and analysis run digitally.
Trailo offers a drag-and-drop builder for designing one form per job type: define required fields, set answer options, add conditional follow-up questions. Build effort per form: 10–30 minutes — and then you use it every day.
Four friction points with the classic clipboard
Clipboard paper lands in a folder
Fill out the service report at the stop — hand in evening — retype at the office — upload to ERP. Three transfer steps, three failure points. And if the customer asks for docs three weeks later, the search through the filing cabinet starts.
Photos on phone cameras
Damage photo before treatment, photo after treatment, photo of the warning sign — all on the driver's camera. Linking to the job: manual, later. Same problem weeks down the line: who was where?
Signature on paper
For insurance or damage settlement docs: customer signature required. On paper — physically filed at the office. Insurance follow-up weeks later: find, scan, mail.
Analysis = manual Excel work
"How many water damages in Q1? How many stairwell cleanings needed rework?" With paper: someone scans through clipboards manually. With a digital form: CSV export, pivot, done.
Play with the form builder in the 14-day trial — sample forms are pre-built.
Four feature blocks at a glance
Eight question types — the right form for every job
Text, number, yes/no, single-select (radio), multi-select (checkbox), drop-down list, photo upload, signature field. Mark required fields, reorder via drag & drop, add hint text per question. One form per job type — e.g., "Water damage report", "Stairwell check", "HACCP inspection".
- ✓Text, number, yes/no, radio, checkbox, dropdown
- ✓Photo upload from gallery or camera
- ✓Signature field with timestamp
- ✓Required fields and hint text
Conditional logic — only show relevant fields
Maintenance example: "System operational?" → if Yes, more inspection questions. If No, "Enter reason" + mandatory photo. The form reacts to answers instead of always showing all 40 fields — the driver only fills in what's relevant.
- ✓If-then logic between fields
- ✓Show/hide follow-up questions automatically
- ✓Required-field logic depending on context
Photo + signature with timestamp
Photo fields allow multiple uploads — e.g., before/after docs in special cleaning. Signature field with touch input for the customer or principal. Both linked with date/time as metadata. Stored on the order, immediately visible in the Trailo platform.
- ✓Photo upload with multi-select
- ✓Touch-capable signature field
- ✓Automatic timestamp
- ✓Immediately visible for dispatch
CSV export — and REST API for live integration
Answers can be exported as CSV per order or per period — for insurance billing, customer reporting, your own statistics. Through the REST API (Professional+), the answer data also flows in real time to your ERP or property-management system. No double entry.
- ✓CSV export per order / period
- ✓REST API for real-time ERP sync
- ✓Pivot-ready for custom analysis
Click through sample forms in the trial — or have us walk you through in 20 minutes.
What Trailo customers document with the form builder
Maintenance & Service
Inspection protocol per plant, target/actual check for the service contract, photo of equipment state before and after maintenance. CSV export to property-management or ERP.
Cleaning
Before/after photo for special cleaning (water damage, fire), cleanliness check for stairwells or glass, required fields for treatment steps for insurance settlement.
Pest Control
HACCP-compliant docs: infestation findings, treatment type, products used, bait status, follow-up date. Operator signature per stop.
POS Marketing
Photo of shelf state, pricing check, promo material yes/no, receipt photo of display. Per store/campaign as CSV for brand reporting.
Delivery Services
Handover protocol with signature, photo of delivered parcel, condition on arrival. Per tour as CSV export for settlement against the shipper.
Skilled Trades
Time sheet, materials used, order confirmation with customer signature, on-site condition photo. Directly in Trailo, instead of three paper templates per job.
Form builder is included in Professional (from €63/vehicle/month yearly) and Enterprise.
Frequently asked questions about the form builder
What is a digital service report?
A digital service report (also called work order, job ticket, inspection protocol or service form) is an electronic form filled out by drivers or service technicians directly at the stop — instead of on paper. Photo, signature, required fields and analysis run digitally. Trailo provides a drag-and-drop builder for creating such forms.
Which Trailo plan includes the form builder?
The form builder is part of the Professional tier (from €63/vehicle/month with yearly billing, plus VAT) and the Enterprise tier. It is not included in the Starter tier. Tier details on the pricing page.
Which question types are available?
Eight question types: text (free), number, yes/no, single-select (radio), multi-select (checkbox), drop-down list, photo upload and signature field. All fields can be required; conditional logic shows or hides follow-up questions based on previous answers.
How do I export the answers?
Answers can be exported as CSV per order or per period. Through the REST API (Professional+), the data can also flow in real time to your ERP or property-management system — no double entry.
Do the forms work offline?
Today, drivers fill out forms through the mobile-responsive web interface — an internet connection is required. The native driver app with full offline mode is in active development; answers will be stored locally and synced automatically when connection returns.
Who can create forms vs. fill them out?
Dispatchers or admins (role "Manager" or "Admin") create forms in the builder. Drivers (role "Driver") fill them out at the stop. Trailo supports multi-user with roles across every plan.
How long does it take to build a form?
A standard service report with 10–15 fields is built in 15–30 minutes. More complex forms with conditional logic and many follow-up questions take 45–60 minutes. Sample forms in the trial help you start.
Start today — sample forms in the trial
14 days free. Sample forms ready to go. No credit card. Cancel anytime.