Additional forms

An additional form is a set of questions attached to particular work rather than to all of it — a safety checklist before an installation, a survey at the end of a service visit, an authorisation for extra charges.

This page is where forms are built. Using one on a job is covered in additional forms on a job.

Settings → Customisation → Job Additional Form(s).

Settings → Customisation → Job Additional Form(s)

What the columns mean

Column	What it says
Form Name	Click it to open the form’s questions.
Trigger	The event that opens the form by itself. --No Event-- means nothing opens it automatically.
Open When Job Type/Services Is	The job types that pull this form onto a job. Pick Camera Installation on a job and its form is filled in for you.
Form accessible on mobile	Whether the fieldworker can see and answer it in the app.
Mobile Mandatory	Whether they must answer it before the job can be completed.
No. of Questions	How long the form is.

Add Form creates one. On a row, the pencil edits the form’s details, the gear opens its settings, and the bin deletes it.

The column that does the real work is Open When Job Type/Services Is. Tie the form to the job types that need it and nobody has to remember which questions go with which work — booking the job type is enough.

The questions

Clicking a form name opens its question list.

Settings → Customisation → Job Additional Form(s) → a form

Create a new question here adds one; the pencil edits and the bin deletes. Questions take the same types as custom fields — text, long text, checkbox, dropdown, date, time, attachment — and a + in front of a row expands the options a checkbox or dropdown offers.

Editing a question opens the same editor as the job completion form, with its Disable switch, Change Question Type, the Full / Half / One Third width and Mandatory.

Mandatory on mobile

Mobile Mandatory is the strongest setting on this page: with it on, an engineer cannot mark the job complete until the form is filled in. It is the right answer for a safety check that has to happen and the wrong answer for a form that is merely useful — a blocked engineer will find the fastest route through the questions rather than the honest one.

Related

• Additional forms on a job — attaching one and reading the answers
• Job completion form — the questions every job asks
• Equipment remark forms — the same idea, per piece of equipment