Forms and certificates
Completing forms on site, signatures, templates, and certificate tracking.
Complete a form on site
Fill in digital forms and certificates on your phone, capture signatures, save drafts, and what happens after you submit.
Build and edit form templates
Create your own digital forms and certificates, choose field types, mark required fields, and manage which templates engineers see.
Import a PDF form
Upload a PDF of a paper form or certificate you already use and Engineer OS drafts a digital template from it for you to check and publish.
Review and send completed forms
Check forms engineers have submitted, fix mistakes, send a form back for correction, email the PDF to your customer, and submit a form on someone's behalf.
Track engineer certificates
Keep each engineer's qualifications, cards and training certificates on file, see what's expiring, and bulk-import certificates with AI.