How to: Customize Form on Job Completion

You can customize the form that workers complete upon job completion to collect specific data for each task. There are two types of forms you can use and customize:

• Standard Form: A pre-defined template that can be shared across multiple jobs, ensuring consistent data collection. Changes to a Standard Form affect all jobs where it's used.
• Individual Form: Unique to a specific job, allowing you to customize data collection just for it. Changes to an Individual Form only affect that particular job.

Step 1: From the main menu, click Dispatch, then select All jobs or choose a specific team member to view their assigned Jobs.

Step 2: Click on the specific Job from the list to open its details.

Step 3: From the Job overview, click Form in the left sidebar.

Step 4: Choose to customize either a Standard Form or an Individual Form.

Customizing a Standard Form

Step 1: Click Customize under 'Standard Form'.

Step 2: Modify existing fields or add new ones as needed. Click Save to apply changes.

Customizing an Individual Form

Step 1: Click Customize under 'Configure form for this job'.

Step 2: Click the + button to add new fields to the form and click Save after adding your fields.

Step 3: Click the final Save button at the bottom right of the Job details window to confirm all form changes for the Job.