Contractor Custom Forms & Checklists – Standardize Quality Across Your Team

The fastest way to scale quality is to document it—and repeat it. ThermoGrid’s Custom Document Builder lets you create step-by-step checklists, inspection forms, and signed job approvals directly in your workflow.

Build Once, Use Everywhere
Create and store process checklists, compliance forms, and customer approvals in the system so they’re always ready.

Field-Ready and Mobile-Friendly
Techs can fill out forms, get digital signatures, and attach them to the customer file on-site.

Consistency Without Micromanagement
Ensure every tech follows the same process for installs, maintenance, and repairs—every time.

Benefits:

• Increased quality control
• Faster training for new hires
• Reduced errors and compliance issues
• Professional, consistent documentation

Document and duplicate your best work with ThermoGrid’s custom checklists and forms.