The Compliance Center is currently in Beta. If you do not see it in your settings yet, you will once it is fully released.
The Compliance Center lets you turn the paper forms and manifests your drivers fill out today into digital workflows. Upload the PDF you already use, and your techs complete it on their phones. You may also know this as custom forms or digital manifests.
When the job is done, the finished PDF is attached to the job. No printing, no retyping, and no chasing down paperwork at the end of the day.
The Compliance Center is in beta, which means this is the first version of the feature, and we’re still building it out. Your feedback helps shape what comes next.
Check out the video below to see an overview and get started!
When you open a job with a workflow assigned, the form appears in the mobile app with your job and system details already filled in.
Watch the video below to learn how to complete a grease trap manifest and submit the job so the finished PDF attaches to it as a technician.
ServiceCore reads your PDF and maps the fields automatically, but it can misplace a field, skip one, or miss an option.
Watch the video below to learn how to fix each of these so your finished PDF prints in the right spots.