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The Forms page is where you can create Forms to capture information for record keeping, data collection, or even health & safety purposes.

Pro Tip - use the image-20240906-000347.png icon to add or remove columns from view on this page

Key Features:

  • Linked to Tasks: When a form is created there is an option to link it to a Task or Tasks as either a pre-start or post-start form.

Jobs where Tasks have forms attached, or have had a form completed during the Job, will have a Forms Tab with all responses saved in the Job.

  • Mandatory or Optional: For forms can either be made mandatory, or optional which allows the Field App user to “Skip” the form after starting a Job.

  • Copy Form: If you’ve created a form that could work for something else with a few tweaks, you can copy it, edit the copy, and save with a new name after changes are made.

  • Location Reporting: GPS Coordinates are captured for the location where a form has been completed.

  • Response Options: Questions can be created to fit your needs and answered with a number of different question types available to add including:

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