Complete a form on the app

Forms can only be completed on the app. This is an example of a form associated with a service line, however, all of the forms can be found in the "Form" menu on the dashboard in the app. All completed forms can be found in the app and through the desktop version.

Ext-Tech

Select the job you are working on in the app.

Click on "Forms"

In this scenario there is only one form associated with this job, however, there could be multiple. This is done through your configuration settings. You can also access all of the forms on the app from the main menu located at the bottom of the dashboard. Click on the form you want to complete.

Fill out the appropriate information. Anything with a red asterisk (\*) is a mandatory field.

Click "Submit"

Once submitted it will bring you back to the screen below. From here you can check the history of completed forms or complete another form. Click "History"

To view the completed form click on the ">" symbol

Click the "x" to go back to the previous screen.