Creating custom job forms

Pro plan feature

Build your own checklists and forms and choose how the PDF looks.

1. STEP 01Open Company › Job forms and tap New form.
2. STEP 02Add questions: text, yes/no, choices, numbers, dates, signatures and more. Mark any as required.
3. STEP 03Use the PDF header editor to place your logo and choose details like job number and customer.
4. STEP 04Drag and resize answers in the PDF layout designer if you want a custom layout.
5. STEP 05Add the form to a job from its Docs tab. Engineers are reminded about it when they clock in.

Still stuck? Message us from Company › Support chat in the app, or contact the team.