How to: Attach a Form to a Place

Hellotracks Business allows you to create custom forms that can be attached to Jobs or Places for your field staff to fill out.

Before attaching a form to a Job or Place, make sure you have created and saved your form. To learn how to create a form, click here.

Step 1: Go to Places from the Manage section of the main menu.

Step 2: Select the Place you want to attach the form to and click Edit places.

Step 3: Add the form in Linked Forms, then click Apply.

Step 4: Review the responses submitted to the form in Forms from the Insights section of the main menu.