Custom forms/job sheets

Hi There,

Is there any way create a customised/specific work form or job sheet for an engineer to fill out on site, they would answer all the questions a bit like using a zoho form and then they would submit that work form/job sheet and it would be converted to a customised PDF document and then saved against the customers information in my CRM

so....

1 - Customer requests a boiler service

2 - I add their details to my CRM system and create the customer

3 - I raise the job and create a job on the scheduler and attach a "boiler service job sheet"

4 - Engineer goes to property and uses the job sheet and selects customer so it fills out all the info the CRM already has on that customer and then he answers all the questions I have created on that "boiler service job sheet" then submits it

5 - On my CRM in the back office I then select the customer scroll down and in a section created there would be a customised PDF copy of that job sheet "boiler service"

6 - I can then invoice the customer and attach that PDF boiler service certificate and email them

Sorry for the long winded way of asking the question, I have managed to create this in Zoho forms with a nice PDF template, however, this doesn't allow me to use it internally for jobs and doesn't attach a copy under the customer so they always have a record

Any guidance or work arounds would be much appreciated

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