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Integrate Acumatica Service Management with a fillable forms provider for appointments and service orders

  • 16 July 2021
  • 7 replies
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For many in the service industry it is important to be able to fill out inspection sheets out in the field. While there are many providers of the fillable form concept (WorkMax,FastField etc.) none of them have the ability to save the inspection sheet (usually saved as a PDF) directly to a service order or appointment on the mobile app

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Best answer by Anacarina Calvo 14 February 2022, 14:58

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Some organizations even need these reports to be mandatory

Userlevel 6
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Hi @bscott68,

Try using GoFormz. They have integrated recently to Acumatica and the forms are available on the mobile app. On the website there are screenshots of the integration with Construction screens but I believe extending it to the Field Service screens should be possible.
Here is the link to the Marketplace https://www.acumatica.com/acumatica-marketplace/goformz-goformz-mobile-forms/

Anacarina Calvo

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This is a frequent request for our field service customers.  Almost a daily request!

Have either of you used GoFormz for Service and been successful with them?

Userlevel 3
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Have either of you used GoFormz for Service and been successful with them?

We developed our own solution, and are beta testing it now. GoFormz is great, just way more than what our clients wanted to spend. 

Has anyone been successful with GoFormz integrating with Field Service

@sgaspar72 what is the status on the beta testing for a solution?

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