Forms provide your staff with tasks and instructions that ensure your business processes are being met on every job.

Completing Forms on the job is as simple as ticking a couple of boxes, allowing your staff to get back on the tools as quickly as possible. This lets the business know in real-time how things are tracking and maintains accountability.

For staff on the tools, use Forms to make sure you're completing all the required tasks that the business has set for the job you are working on. Checking off items will communicate to the business (and others working on the job) that you've completed one (or all) of the required tasks. This keeps everyone in the loop and ensures no work gets missed.
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On the mobile app, navigate to a Job or a Job Phase. Here you'll find a menu item called Forms under the Tools section.

Tap "Forms" to view the list of Forms that have been added to the Job or Job Phase.

Here you can see:

To add a Form to the Job or Job Phase, tap on the blue plus (+) button on the bottom-right corner of the screen:

From there, start by choosing the Form template from the provided drop-down menu. Optionally, you can designate a specific employee, define a due date, or include extra details. Once you've made your selections, proceed by clicking the "Add" button.

Once the Form template has been added to the Job or Job Phase, you can simply click on the desired form that requires completion.

To check off items on the Form, tap the different elements and select/complete them according to their type. When all the items that have been marked as required have been filled in the form is ready to be completed.

Please do not "Submit" a form until all the data required has been captured.
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Once a form has been submitted, a PDF will be generated and added to the Job Phase's Files section.

You can view your completed Forms in the Forms list on the Job.