Job sheets, reports & quotes

Capture the job where the job happens

Work gets done on site, away from a desk. Anything that assumes a computer and a keyboard gets filled in later, from memory, if at all — which is how paperwork ends up being the slowest part of the job.

Short answer: you don't have to buy an off-the-shelf job sheet or quoting system. Forge builds a bespoke portal instead — job sheets, job reports and quotations captured on a phone on site, filed against shared client and site records, and turned into a consistent branded PDF. It's built around how your business already works, not bent to fit someone else's software.

Discuss your project See a real example

Site to document

  1. On site

    Captured on a phone, with photos

  2. Shared records

    Client and site selected, not re-typed

  3. Output

    A branded PDF, filed on issue

The problem

What paper costs after the job is finished

  • The second entry

    The job is written on a sheet on site, then typed into a spreadsheet or document back at the office. The same information, entered twice.

  • Photos with no home

    Pictures sit in a phone's camera roll, and matching them back to the right job — and the right part of the job — happens by memory.

  • Documents that do not match

    Every report or quote looks slightly different depending on who produced it and which old file they started from.

  • Nothing to send the customer

    Producing something presentable for the end client is a separate job in itself, so it gets delayed or skipped.

What Forge provides

Three related things, built separately

Job sheets, job reports and quotations look similar from a distance but are different jobs with different users.

Building them as separate focused applications over shared records keeps each one quick to use, rather than producing a single oversized system that does all three badly.

  • Digital job sheets

    Quick capture of the essential details of a single job, with supporting photos, producing a consistently formatted job sheet.

    • Job type and job date
    • Client and site selected from shared records
    • Supporting photo uploads
    • Consistent formatting and reference numbering
    • Secure employee sign-in with Microsoft Entra ID

  • Job reports

    Detailed, customer-facing reporting, where an engineer records the work section by section and attaches the photographs belonging to each one.

    • Reports built from multiple work-completed sections
    • Description and resolution detail captured per section
    • Photographs attached to the specific work they relate to
    • On-screen engineer signature capture
    • Customer-facing PDF reports
    • Email one-time passcode access for approved external users

  • Quotations

    Structured quoting that follows the pricing rules the business actually works to, rather than a generic template.

    • Multiple works or pricing rows per quote
    • Quantity and charge-frequency options
    • One-off and recurring charge types
    • VAT and total calculations
    • Professional PDF quotations
    • Alternative contact or address details where a quote needs them

Underneath

What makes them one system rather than three

  1. Shared client and site records

    One address book behind everything, so a site added while preparing a quote is already there when the report is written. Details are selected, not re-typed.

  2. Documents filed automatically

    Finished PDFs are filed into Microsoft SharePoint in a structure the business can navigate, inside the client's own Microsoft 365 tenant.

  3. Access that fits who needs it

    Employees sign in with existing work accounts. Approved people outside the business get time-limited single-use email passcodes instead — no shared logins.

  4. Built for a phone on site

    Designed to be filled in on a phone while the job is in front of you, not typed up afterwards.

Read the GB Solutions UK case study

Related services

Questions

Going paperless without off-the-shelf software

  • Do I have to buy off-the-shelf software to go paperless?

    No. Forge builds a bespoke portal instead of selling a licence to a generic system, so the job sheets, reports and quotes work the way your business already does rather than the other way round.

  • Can this replace paper without one big, complicated system?

    Yes — job sheets, job reports and quotations are built as three separate, focused applications over one set of shared client and site records, rather than a single oversized system that does all three badly.

  • Does it work on a phone on site?

    Yes. It's designed to be filled in on a phone while the job is in front of you — including photo uploads and, for job reports, on-screen customer signature capture — rather than typed up afterwards.

Next step

Still running jobs on paper?

Describe how a job currently goes from site to finished document. That conversation is usually enough to see where the time is going.

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