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. To learn how to create a Job, click here.

Step 2: From the Job overview, select Attachments.

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

Step 4: To add the form to multiple Jobs, select the Jobs and click Edit jobs above. Then, select All fields, add it in Linked Form, and click Apply.

Step 5: Review the responses to your form in Form Responses.