How to: Build Forms

This guide shows you how to build forms to collect information from your team in the field. By creating a custom form, you can gather specific data for each job which helps you ensure consistency and accuracy across all your tasks.

Step 1: Go to Forms from the Insights section of the main menu.

Step 2: Click + New form.

Step 3: Begin building the form. Customize it with different question types: text, paragraph, number, decimal, checkbox, multiple choice, or dropdown and click Save.

Step 4: Once created, you can attach the form to a Job for the assignee to fill out. Simply go to the Job and select Attachments. Then, add it in Linked Forms.

Step 5: Review the responses to your form directly from the Job itself in Responses.

Step 6: To see submissions for a particular form, go to Forms, click on that form's name, then click the Recent Submissions tab next to "Questions".