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Jotform

by Jotform

Last updated Mar 29, 2026 · 1 revision

Online form builder with 300+ contractor templates for work orders, inspections, HVAC quotes, and digital signatures.

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About This Product

Jotform offers a drag-and-drop form builder with HVAC-specific templates for quotes, service agreements, inspection checklists, and work order requests. Features include PDF generation, payment collection, conditional logic, and HIPAA-compliant forms. Free tier includes 5 forms and 100 monthly submissions.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
Yes
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Data export available on request

"place a data portability request (applicable only when we use your personal information on the basis of your consent or performance of a contract, and where our use of your information is carried out by automated means)"
Confidence: high Source

Data deletion honored on request

"We will delete personal info in response to valid data subject requests made under applicable privacy law such as under the GDPR."
Confidence: high Source

Primary policy document: https://www.jotform.com/privacy/

FSH Score Breakdown

Ease of Use
8.0
Features
6.5
Support
6.0
Value
7.0
Integrations
8.0
AI Capabilities
3.0

Customer Reviews

Features

31 features confirmed across 14categories· Showing confirmed capabilities only

Platform & Customization7features

Multi-Language SupportTranslate FormsCustom TemplatesPDF generationDrag And Drop Form BuilderForm TranslationCustom BrandingWhite-labeled mobile appThird-Party IntegrationRobust integrationsMulti-LocationMultiple Users

Customer Communication5features

NotificationsPush notificationsAssign Messages to Team MembersCall RecordingVoice recordingSMS MessagingConversational FormsEmail IntegrationAutomated emails

Mobile & Field Tools4features

Offline ModeOffline data collectionDigital SignaturesElectronic signaturesAI Form Guidance AgentDigital FormsAI Agent for form guidance

AI & Automation4features

AI Field Auto-FillPrefill FormsAutomation RulesConditional LogicAI SupportAI AgentsAI Powered Form Building

Invoicing & Payments2features

Payment ProcessingOnline PaymentsInvoicing

Scheduling & Dispatch1feature

Email & Calendar SyncTwo-way calendar sync

Estimating & Quoting1feature

Change Orders

Fleet & GPS Management1feature

GPS TrackingGeolocation tracking

Inventory Management1feature

Barcode ScanningBarcode scanning

Reporting & Analytics1feature

Reporting

Technician Management1feature

Time Tracking

CRM & Sales1feature

Embeddable CalculatorsEmbeddable Form Builder

Compliance & Safety1feature

HIPAA ComplianceHIPAA-compliant forms

Training & Education1feature

White-Label / Custom Branding

Integrations 51 across 7 categories

Productivity 13
Airtable
Asana

Asana

Box
Canva
ChatGPT

ChatGPT

Dropbox

Dropbox

Egnyte
Google Calendar

Google Calendar

Google Contacts
Google Drive

OneDrive

Google Sheets

Google Sheets

Trello

Trello

monday.com
Payment Processing 9
Apple Pay
Authorize.net
Mollie
PayPal

PayPal

Paysafe
Square

Square

Stripe

Stripe

Venmo
Worldpay
CRM 8
EngageBay
HubSpot

Hubspot

Infusionsoft by Keap
Insightly

Insightly

Pipedrive

Pipedrive

Salesforce

Salesforce

Zendesk

Zendesk

Zoho CRM

Zoho CRM

Marketing 8
AWeber
ActiveCampaign

ActiveCampaign

Campaign Monitor
Constant Contact
GetResponse
Mailchimp

Mailchimp

Omnisend
iContact
Data & Automation 7
IFTTT

IFTTT

Make

Make

Microsoft Power Automate
Pabbly Connect
Tray.io
Unito
Zapier

Zapier

Communication 5
Microsoft Teams

Microsoft Teams

Outlook
Slack

Slack

WhatsApp

WhatsApp

Zoom

Zoom

Accounting 1
QuickBooks Online

QuickBooks

Pricing

Model
Freemium
Starting at
$34/mo
Notes
Starter: Free (limited forms, submissions, storage, Jotform branding). Bronze: $39/mo ($34/mo annual). Silver: $49/mo. Gold: $129/mo ($99/mo annual), includes HIPAA compliance. Enterprise: custom pricing, unlimited everything, multi-user access. 10,000+ free form templates. Offline data collection supported.

Related Products 1 across 1 category

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