Inspection forms are essential tools that field technicians use to perform thorough inspections, ensure compliance, and document asset conditions or maintenance activities. These forms streamline the inspection process by standardizing the data collection method, improving accuracy, and ensuring nothing is overlooked during service visits.

In Zuper, administrators can configure job inspection forms by defining field types, organizing form layouts, and setting up rules for field behavior.

This guide walks you through how to create, customize, and manage inspection forms in Zuper.

Navigation: Settings -> Modules -> Jobs -> Inspection forms 

To configure inspection forms, follow these steps: 

  • Select the “Settings” module from the left navigation menu.
  • Click Modules and choose Jobs to open the Job Settings page.
  • Click on Inspection Forms. The inspection forms listing page will appear.

  • The inspection forms listing page will appear, displaying all existing inspection forms available for the job. 

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Creating a new inspection form 

To create a new inspection form: 

  • Click + New Form at the top right of the inspection forms listing page.

  • Enter the following details and click Proceed to begin customizing the inspection form.

  • Inspection Form Name (Mandatory) – Enter a name for the inspection form.
  • Description – Provide a brief description of the inspection form.

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Customizing the inspection form

To customize the inspection form, simply drag and drop fields from the right panel into the form layout. Arrange them as needed to suit your inspection requirements.

You can also edit, clone, or delete fields using the action menu available next to each field.

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Editing an inspection form

To modify an existing inspection form, follow these steps:

  • On the inspection forms listing page, click the pencil icon next to the inspection form you want to update.

  • Make the necessary changes and click Save to update the inspection form.

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Deleting an inspection form

To remove an inspection form permanently:

  • On the inspection forms listing page, click the delete icon next to the inspection form you want to remove.

  • A confirmation dialog box will appear.
  • Click “Delete” to confirm and permanently remove the inspection form.