How to: Attach a Form to a Job

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: Create a new Job or select an existing Job.

Step 2: From the Job overview, select Attachments.

Step 3: Attach the form in Linked Forms. Click Save.

To add the form to multiple Jobs, start by selecting the Jobs. Then, click the Edit jobs menu above and click All fields. Nextlocate the Linked Form and add. Click Apply.

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

Still need help? Contact Us Contact Us