Forms

What it is

A form is structured capture: a handover, an inspection sheet, a sign-off. The finished form is a PDF with an audit trail, and it appears with the documents on that job.

Where to find it

Web: Forms, for the templates and for starting or filling one. A form can also be filled from a case or a task when the feature is on.

How it works

Define the form once. Fill a draft on the web. Finalize it to generate the PDF. Reports for filled forms are on Forms as well.

Good to know

Forms are on every plan. The owner turns them on or off under Billing. A note on the case is enough when you do not need a signed record. A case template is the shooting checklist. A form is the paperwork.