Restoration: Creating Custom Forms for Restoration Projects

Learn how magicplan's Custom Forms can be used for questionnaires, inspection forms, or SOPs.

Creating custom forms in magicplan is an invaluable tool for restoration professionals. It helps maintain high standards of documentation and ensures consistency across projects. You can efficiently manage checklists, questionnaires, and SOPs using custom forms, making your restoration projects more organized and effective.

Benefits of Using Custom Forms on Restoration Projects

  • Customization: Tailor forms to fit specific project needs, enhancing accuracy and relevance.
  • Comprehensive Documentation: Capture detailed information on-site, including photos, notes, and measurements.
  • Efficiency: Streamline data collection and reduce manual entry errors.
  • Consistency: Ensure all team members follow standardized procedures.

Examples of Forms That Can Be Created

Inspection Forms:

  • Water Damage Inspection Form: Include fields for moisture readings, affected areas, and initial damage assessment.
  • Fire Damage Inspection Form: Capture details such as soot levels, structural damage, and safety hazards.


  • Mold Remediation Checklist: Ensure all mold removal steps, including containment, removal, and cleaning, are followed.
  • Flood Restoration Checklist: Document steps for water extraction, drying, and disinfecting affected areas.


  • Client Intake Questionnaire: Gather essential information from clients about the nature and extent of the damage.
  • Post-Restoration Satisfaction Survey: Collect feedback from clients to assess service quality and identify areas for improvement.

SOPs (Standard Operating Procedures):

  • Fire Damage Cleanup SOP: Detail the procedures for safely and effectively cleaning and restoring fire-damaged properties.
  • Water Extraction SOP: Outline the steps and equipment needed for efficient water removal.

Creating Custom Forms for Restoration 

Access Custom Forms:

  1. Open the magicplan Cloud and click "Custom Forms" from the left menu.
  2. Click the blue "Create Custom Form" button in the upper right corner.
  3. Enter a name for your form (e.g., "Water Damage Inspection Checklist").

Begin Adding Questions:

  1. Click the blue "Add Question" button.
  2. Type your question in the form field.
  3. To the right of the question, you can choose from various question types, such as multiple-choice, text input, date, and more.
  4. Add logic if additional information is needed based on the answer to the question.  

Examples of Questions for Restoration Projects

  • Checklist:
    • Question: "Check all areas affected by water damage:"
    • Answer Type: Multi-select
    • Answer Options: Ceiling / Walls / Floors / Furniture
  • Questionnaire:
    • Question: "Describe the extent of the mold growth observed."
    • Answer Type: Text Input
  • SOP:
    • Question: "Have you followed the safety protocols outlined in the SOP for fire damage restoration?"
    • Question Type: Yes/No
  • Inspection:
    • Question: "Moisture reading of affected area (in %):"
    • Answer Type: Number Input
  • Documentation:
    • Question: "Upload photos of the affected areas."
    • Answer Type: Photo

Finalize Your Form

  • Arrange your questions in a logical order that aligns with your workflow.
  • Add sections, if necessary, to group related questions together.
  • Click the blue "Save Changes" button and then the grey "Publish" button in the upper right corner. You can now access your forms on all projects in the magicplan app.

ℹ️ Note: 

  • Learn how to use Custom Forms in the app here. 
  • Learn more about creating Custom Forms here.