Smart field documentation for every jobsite

Turn jobsite paperwork into mobile-ready checklists and reports

From safety checklists to material tracking, Smart Forms helps you build mobile-ready field documentation in minutes. Use our drag-and-drop editor or AI form builder to convert your existing paperwork into digital tools your crew can complete on-site.

Eliminate paperwork

Stop relying on PDFs and paper checklists. Build digital jobsite tools your team can complete on-site, with every submission saved automatically.

Automate compliance

Trigger required field documentation at clock-in or clock-out. Every entry is time-stamped and complete, so you're always ready for audits.

Streamline administration

Quickly build the checklists and reports your team needs, no IT required. Get automatic notifications when a form is completed or a response needs attention, so you can catch issues early and keep work moving.

Save money

Avoid rework, missed updates, and project delays caused by manual paperwork. Smarter documentation helps you run leaner and keep projects on track.

Skip the paper. Build what you need.

Smart Forms makes it easy to create mobile-ready reports, checklists, and field logs your crew can complete from the jobsite.

Use a drag-and-drop builder to create custom documents with images, signatures, multiple choice fields, and your company branding
Set required fields, default values, and real-time alerts so you get complete, accurate info without slowing down the team
Upload your paper forms and convert them into digital tools in seconds using our AI form builder

Trigger the right documents at the right time

Ensure the right checklist, report, or log shows up exactly when needed.

Assign documents automatically based on clock-in or out
Ensure nothing gets skipped by prompting required fields
Time-stamp and organize every submission so you stay compliant without adding admin work

Catch issues before they slow you down

Stay ahead of problems by knowing what’s happening on-site as it happens.

Get instant notifications when a document is submitted or when a response needs your attention
Flag incomplete, incorrect, or unexpected answers before they cause delays
Review submissions in real time so you can take action early and keep projects on track

Reduce delays and run leaner

Smarter documentation helps you work faster, reduce risk, and save on overhead.

Eliminate manual data entry and paper backlogs
Speed up approvals and improve coordination between field and office
Keep your team productive and your projects moving without extra admin lift

FAQS

What is Smart Forms, and how does it help with construction documentation?

Smart Forms is construction forms software that helps contractors and field teams complete and manage digital forms across all job types. From safety checklists and jobsite inspections to work orders and material requests, Smart Forms replaces paperwork with mobile, easy-to-use templates your crew can fill out on-site.

How does the AI form builder work?

Smart Forms includes an AI-powered form builder that generates digital forms in seconds. Upload a document or describe what you need—like a construction inspection form, checklist, or client authorization—and the AI form generator will build a mobile-ready form automatically. You can then customize and assign it to your crew.

What types of forms can I create with Smart Forms?

Smart Forms supports a wide range of construction workflows. You can create safety forms, equipment inspection forms, job checklists, digital work orders, daily reports, maintenance logs, and more. Use prebuilt construction form templates or start from scratch to match your specific workflow.

Is Smart Forms designed for safety and compliance tracking?

Yes. Smart Forms also functions as safety management software, helping your team complete inspection forms, document toolbox talks, and track compliance in real time. You can assign forms based on clock-in, job type, or role, and every submission is time-stamped and stored for audit readiness.

How does Smart Forms work with Workyard’s Workforce Management platform?

Smart Forms is fully integrated with Workyard’s Workforce Management solution. You can automate safety forms and job checklists at clock-in or clock-out, connect forms to specific projects or crews, and manage everything alongside your time tracking and job costing tools. It ensures every field update is captured and connected to the rest of your operations.

Can inspection forms be filled out when offline?

Yes. If an inspection form is triggered by clock-in or clock-out, it will still be available even without an internet connection. This allows field crews to complete inspections like lift inspection forms or water heater inspection checklists while working in areas with limited connectivity.

Is Smart Forms included with Workyard’s time tracking subscription?

No. Smart Forms is offered as a separate add-on to your Workyard subscription. However, each account includes 50 free inspection form submissions per month, so you can test it out before upgrading.

How does Smart Forms work with Workyard’s time tracking?

Smart Forms is only available to Workyard Workforce Management users. It integrates with time tracking, job tracking, and scheduling tools to help you manage inspection workflows from the field to the office.