Custom Forms

Maintain consistent records across safety checks, progress updates, and customer sign-offs. Every form is easy to create, share, and store, keeping all details organized and accessible.
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Cinderblock UI of a job report form showing form options menu with actions like make a copy, link to appointment, mention, download, email, and delete.

Build forms that fit your work

Set up forms with the exact fields you need: short or long answers, single or multiple choice. Save them as reusable templates so you don’t have to start from scratch each time. Whether it’s a job report, inspection checklist, or customer intake form, you can shape it to match your workflow.
Cinderblock UI showing completed form details with options to download PDF, print, make a copy, save as template, or delete form.

Share records in a few clicks

Send completed forms to customers or team members right from Cinderblock. Email them to multiple addresses, link to appointments, or download and print a PDF with your company branding. Forms work across all devices, so your crew can fill out and manage records from anywhere.
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Cinderblock job view showing forms tab with options to edit, mention in job notes, email customer, download PDF, print, make a copy, or delete.

Keep forms aligned with job details

Forms are saved in the job tab alongside tasks, invoices, and notes, making it easy to see what’s been completed and what’s still open. You can attach photos or files directly to a form, or mention it in job notes to give your crew and customers added context.
Cinderblock UI of job list with filter menu open, showing the option to filter jobs that include forms.
It’s an easy way to keep every project documented.

We use forms for everything from inspections to approvals, which keeps all our records consistent and connected to the right job.

Michael, Operations Manager

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Take the pain out of admin work

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14-day free trial. No credit card required.

Features that work together across your jobs

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Job management

See every job detail in one timeline.

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Scheduling

Plan appointments and crew workload in a shared calendar.

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CRM

Keep customer details and job history organized.

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Tasks

Break down work into clear steps, and track progress.

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Estimates & Invoices

Create and send billing documents in a few clicks.

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Purchase orders

Set up and link POs to jobs so orders stay under control.

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Mobile app

Log updates from anywhere, even offline.

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Team communication

Keep everyone connected without separate chats.

FAQs

If you have any questions about Cinderblock or its features, feel free to reach out.

Forms are part of every Cinderblock plan, so you can start creating, completing, and sharing them right away. Whether you’re on a smaller team or managing multiple crews, you don’t need an upgrade just to keep your job records consistent. For a full breakdown of features by plan, visit the plans comparison page.
Absolutely. Forms can be marked as To Do or Completed, giving you a quick view of what’s finished and what still needs attention. This prevents important checklists or reports from being overlooked.
Your whole team can use Cinderblock. You can add users with different roles and set permissions so each person sees the tools and jobs relevant to them. This way, owners, office staff, and field crews can all stay connected while keeping everyone focused on their part of the job.