Every job signed off, with the record to prove it
Your team fills in the forms on their phone at the job: a safety check before they start, photos before and after, and the customer’s signature at the end. Each one becomes a record you can find, download and send. On Starter and up.
Paperwork that never makes it back to the office
A sign off sheet on a clipboard gets rained on, left in the van or filled in from memory at the end of the week. When a customer later says the extra work was never agreed, or asks what was found on the day, the answer is somewhere in a pile of paper.
Records keeps every form with its job. It is filled in on the phone at the time, signed on the screen, stamped with who did it and when, and locked once the job is checked out.
Six ready forms in the Any trade pack
They suit any trade, so you can start the day you switch Records on.
Safety check before starting
Hazards at the site, what was done about each one, and whether the work is high risk, answered before anyone starts.
Job sign off
What was done and anything found, then the customer signs on the phone. Not home? Mark them not there and the record says so.
Before and after photos
Photos when you arrive and when you finish, printed side by side in a strip on the PDF.
Change to the job
The customer agrees to the extra work and signs before it starts, and the lines go straight onto the invoice.
SWMS sign on
Name the safe work method statement for the high risk work, and everyone on the job signs on before they begin.
Incident or hazard
What happened, where, who was involved, any first aid, photos and what was done next, written up while it is fresh.
From the switch to a locked record
Switch on Records
Open Settings, Forms and records. Turn it on and Records appears in your menu. Turning it off later hides the forms and deletes nothing.
Check the forms
Look over the ready forms. Safety forms go on your jobs once you have checked them.
Fill them in at the job
Your team opens the forms on the staff phone, with or without signal. A must do form holds Finish until it is filled in.
Locked and sent
The record locks when the job is checked out, and once the job is finished your customer is emailed a PDF copy.
Records you can find again
- The Records page
- Every form across all your jobs, with filters and search
- Downloads
- A spreadsheet, a zip of PDFs with your branding, or one PDF per record
- Also shows on
- The job’s Forms tab, the customer page and Ctrl K search
- Changes after check out
- Each one needs a reason, and every version is kept with who changed it and when
- Plans
- Starter and up. Free does not include Records
From the WhizInvoice app, October 2026.
Good to know
Which plans include forms and records?
Starter and every plan above it. Starter is US$7.99 a month or US$59.88 a year, with a 14 day free trial. The Free plan does not include Records.
Do the forms work without phone signal?
Yes. Forms are filled in on the staff phone and wait on the phone until there is signal, then send themselves.
Can a record be changed after the job?
Yes, but it is locked once the job is checked out, so a change needs a reason. Every earlier version is kept, with who changed it and when.
What if the customer is not there to sign?
Mark them as not there on the job sign off. The record shows that, instead of an empty space where the signature would be.
Does my customer get a copy?
Yes. When the job is finished, your customer is emailed a PDF copy. It goes from our verified sending address with your business name, and replies come straight to you.
Can subcontractors and my accountant see records?
On Business and up, a subcontractor fills in the forms on their own jobs. Your accountant does not see records.
Put the paperwork on the phone
Forms and records come with Starter and every plan above it, with a 14 day free trial and a 30 day money back guarantee.
Free plan forever. No card needed to start.