Note: Only Your Company Admins can create Forms and only your Company Admins and Office Staff can assign a Form to a job, visit, or estimate.

Need to learn more about how you can create Forms? Click here.

Forms are added to jobs, visits, and estimates in the exact same way. For this guide, we will use the example of a job.

Here are the steps to add a Form to a job, visit, or estimate:

1. From your Jobs Dashboard, choose the job that you want to update.

2. Click the 'Options' drop-down and select 'Add Form' from the list.

3. Choose the Form that you want to use from your list of saved forms and click 'Done'.

4. You will now see the form assigned to this job.

If you need to remove a form attached to a job, visit, or estimate:

1. Click the ellipsis icon (3 dots) next to the Form you want to remove.

2. This will give you 3 choices. Simply click Remove.

3. You will get a confirmation that you want to remove the form. Click 'Remove'.

1. Click the arrow to expand.

2. You will see the overview of the Form (the items on the form).

3. Click the Form's name to view the actual Form.

4. Complete the applicable items and click 'Done' to update the form. NOTE: The entire Form does not need to be completed. It can be updated 1 item at a time if need be.

5. There are 2 ways to check the status of a Form. Next to the name of the form you will see how many of the items on the Form have been completed. And, when you expand the form (as in #1 above) you will see the items that have been completed now have a checkmark.