How to Build Forms

Forms allow you to collect custom data from your team members in the field, tailored to your requirements. When linked to Places or Jobs, Forms are available in the mobile app for completion, and submissions are saved in the web dashboard for review and reporting.

Step 1: Go to Insights from the main menu, then select Forms.

Step 2: Click + (New) to create a Form.

Step 3: Enter a Title and an optional Description.

Step 4: Add a field by clicking + Add field at top or + Add field at bottom, or by using + Add field in the mobile preview.

Step 5: Choose the Type: Section, Text, Paragraph, Number, Decimal, Checkbox, Multiple choice, or Dropdown.

Step 6: Enter the Label and check Required if the field must be completed before submission.

Step 7: Click the small X to close the field editor, then repeat Step 4-7 for each additional field.

Step 8: To reorder fields, click and drag the drag handle in the mobile preview.

Step 9: To edit a field, click the field in the mobile preview, make changes, then click the small X to close the field editor.

Step 10: To delete a field, click the field in the mobile preview, then click Delete field.

Step 11: Once finished, click Save.