Custom forms & questionnaires
Find the forms your office built, and how each kind of question works on the phone.
Your office builds its own forms in the Report Designer - inspections, certificates, checklists - and decides where each one appears. You fill them in on one scrolling screen and save, and the office gets the answers and a finished report.
Where forms appear
The office places each form in one or more of these places:
- The home screen - as a button with the form’s name.
- A form group on the home screen - a button that opens a list of forms.
- The job’s Info tab - under Job Checklists/forms.
- The job’s Create tab - under Checklists.
- The job’s Close tab - with the stop-work items.
A form on a job can be limited to certain job types, so a form may appear on one job and not another. If a form you expected is missing, ask the office where they placed it.
Kinds of question
| On the form | What you do |
|---|---|
| A one-line or multi-line box | Type your answer |
| Yes / No | Tap one. Some also offer N/A |
| A number box | Type a number. If it has limits, the heading shows the maximum and the form tells you if you go outside them |
| A calculated value | Nothing - it works itself out from other answers as you type |
| A date or time | Tap to pick. Some only allow future, or only past, dates |
| Options to choose from | Tap one option, pick from a dropdown, or tick several - the form shows which. Other opens a box for your own answer |
| A tick box | Tick it |
| A signature pad | Sign with your finger. Clear signature starts again |
| Take Photo / Choose Image | One photo for that question - take a new one, or pick one already on the phone |
| A table with + Add | One row per item. Tap + Add for another row |
| A picture or a block of text | Nothing - it is guidance from the office |
Some details fill themselves in, such as the job number, customer and site, or your own name.
Questions that appear as you answer
A form can hold questions back until they are needed - a “why not?” box that only appears when you answer No, for example. If new questions appear as you go, that is the form working as designed.
Required questions
Questions the office has marked as required must be answered before the form will save. The form tells you which ones are missing.
One page
The whole form is one scrolling screen; there are no pages to move between. Long forms are split into headed sections - scroll down to work through them.
Saving
Tap Save when you are done. Some forms also offer Save Draft so you can finish later. See Submitting forms and Save a form and finish it later.
See also
- Submitting forms & questionnaires - what happens when you save.
- Save a form and finish it later - drafts.
- Health & Safety questionnaire - the site safety check.
- Report Designer introduction - how the office builds forms.