Accessing the Forms
To access the Forms, you will need to be on a job. You will see four tabs underneath the customer record button: Invoice, Options, Forms, and Opportunities.
When you first appear on a job, you will be on the Invoice Tab. This allows you to build an invoice for the current job.
Switch to Forms by tapping on the Forms tab.
Adding a New Form
1. Tap on the Add form button.
2. Find the form that you wish to use.
3. Tap on the form.
4. Fill out the form or have the customer fill out the form with the appropriate information.
5. When you need to close the form:
• Tap Save to save a draft that you can return to. If you close the form without tapping save, your progress will be lost.
• Tap Submit when done. If you do not tap Submit before closing the job, the form will not be saved.
6. After submitting the form, you can email the form to the customer. Simply tap on Email to start filling out the email address.
- Your office may receive a copy of the email to the customer if they have the Copy-to address enabled.
7. Tap on the arrow in the upper left corner to return to form list.
Viewing Saved Forms
If you need to close a form while you are still in the middle of entering information, you can save a draft of the form. You may then return to the form later as long as the job is not closed. To return to a saved form:
1. Navigate to the Forms tab.
2. Tap on Saved Forms.
3. Find the form that you wish to continue editing.
4. Tap on the form to continue editing it.
Viewing Submitted Forms
Once you complete and submit a form, you can review it. You aren't able to change the details of the completed form, this will just allow you to review the responses and email a copy of the form to the customer.
1. Navigate to the Forms tab.
2. Tap on Submitted Forms.
3. Find the form that you wish to review.
4. Tap on the form to review it.
Emailing Forms
With the form open (either after submitting or by reviewing the form), you can email the form to the customer.
1. Tap on the Email button.
2. Fill out the email that you will send the form response to or use the location default email address.
3. Tap on Send.