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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
5.0
Value
6.5
Integrations
8.0
AI Capabilities
1.5

Features

61 features confirmed across 15categories· Showing confirmed capabilities only

Platform & Customization18features

Custom API AccessCustom TemplatesThird-Party IntegrationApproval ManagementForm assignment and approvalsDrag And Drop Form BuilderEmbeddable Form BuilderMulti-Company ManagementMultiple UsersSingle Sign-OnSocial sign-inAudit TrailAudit logs
Show 10 more
Custom Domain + SSLCustom domainsCustom FieldsData Residency SelectionData residency optionsMulti-Language SupportForm TranslationCustom BrandingWhite-labeled mobile appAI Text Rewriting And TranslationForm TranslationCode and No-Code Business Logicno coding requiredMulti-LocationMultiple UsersDepartments And PermissionsJotform Teams

Mobile & Field Tools7features

Offline ModeOffline data collectionDigital FormsDigital SignaturesAI Form Guidance AgentAI-powered form assistanceCustomizable Forms and Contracts10,000+ customizable form templatesKiosk Mode for Data CollectionKiosk mode for public data collectionTechnician Mobile AppWhite-labeled mobile app

CRM & Sales6features

CRMLead ManagementSales AutomationContract ManagementEmbeddable CalculatorsEmbeddable Form BuilderWebsite Builder With ThemesStore Builder

AI & Automation6features

Automation RulesAI Driven Workflows with TemplatesForm TemplatesAI Field Auto-FillPrefill FormsAutomatic AI RepliesAutorespondersAI SupportAI AgentsAI Powered Form BuildingAI-powered form building

Customer Communication5features

Email IntegrationNotificationsAssign Messages to Team MembersForm assignmentCall RecordingVoice recordingSMS MessagingConversational Forms

Scheduling & Dispatch4features

SchedulingWork OrdersOnline BookingEmail & Calendar SyncTwo-way calendar sync

Invoicing & Payments3features

InvoicingPayment ProcessingFlexible Payment GatewayPayment integrations

Technician Management3features

ChecklistsTime TrackingKiosk Time ClockKiosk mode

Estimating & Quoting2features

Design Document And Proposal ExportPDF EditorChange Orders

Compliance & Safety2features

HIPAA ComplianceA2L Refrigerant CompliancePCI Compliance

Fleet & GPS Management1feature

GPS TrackingGeolocation tracking

Inventory Management1feature

Barcode ScanningBarcode scanning

Reporting & Analytics1feature

Reporting

Equipment & Asset Management1feature

Alerts

Training & Education1feature

White-Label / Custom Branding

Integrations 53 across 7 categories

Productivity 14
Airtable
Asana

Asana

Box
Canva
ChatGPT

ChatGPT

Dropbox

Dropbox

Egnyte
Google Calendar

Google Calendar

Google Contacts
Google Drive

OneDrive

Google Sheets

Google Sheets

Microsoft Excel

Microsoft Excel

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 8
IFTTT

IFTTT

Make

Make

Microsoft Power Automate
Pabbly Connect
PostgreSQL

PostgreSQL

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.
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