Overview Administrators can create forms to collect information from the field, using a mobile device. The provided data is available on the Web Portal within a few minutes. Mobile forms can be used w...
Overview You may need to remove or deactivate a form to make it unavailable to workers. Prerequisites You need to have an account with the Company Administrator, Super User role, or a custom role with...
Overview You may need to have certain information submitted by your workers when they start, complete a job, or perform any other job action in the mobile app. To do it, you can link a form to a job a...
Overview You may need to update forms submitted by workers when they didn't include important information or made a mistake when entering data (e.g., entered the wrong amount, incorrect item, or provi...
Overview You may want to download a submitted form to share with customers or co-workers. This article describes how to retrieve a single form in PDF format or send it via email. To download all subm...
Overview You may need to add a new field to an existing form or add a new option to one of the existing fields in the form. Prerequisites You need to have an account with the Company Administrator, Su...
Overview You may need to add or update a company logo image and address (or alternative text) that will be displayed as a header on submitted forms and jobs that you print or share in PDF format. Prer...
Overview You may notice that a specific form when submitted by one worker is delivered via email to selected recipients, but when it is submitted by another user it is not sent via email. Information ...
Overview You may notice that a form submitted by a worker is not displayed on the web portal, while the worker confirmed that the form was completed. Solution This issue may happen when the worker's d...
Overview You have created a form and marked it to be available in the Forms menu in the mobile app; however, some workers do not have access to the form, while others can submit the form successfully....