How to: Attach a Form to a Place

Hellotracks Business allows you to create custom forms which can be then 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 & Zones from the Manage section of the main menu.

Step 2: From the Places view, select the Place you want to attach the form to. Click Edit.

Step 3: Add the form in Linked Forms. Click Apply.

Note* You also have the option to attach multiple forms to a Place, enabling your field staff to fill them out as needed.