Forms

OneTrack can create a customized form that can be added to the Task of a Job and can be accessed by the Field Employee through the Mobile App and sign it with the Customer.

Go to Settings > Form Settings > Forms.

To create a Form, click ADD NEW.

Put a name for the form and keep the Show Header, ON.

Form Elements must be dragged into the Form Body. Depending on the Hierarchy that the form needs.

FORM ELEMENTS

  • Single Line
  • Multi Line
  • Number
  • Name
  • Address
  • Phone
  • Email
  • Multiple Choices
  • Toggle
  • Image Load
  • Drop Down
  • Signature
  • Group Header
  • Terms and Conditions
  • Date and Time
  • Page Break
  • Checklist
  • Multi Column Text
  • Job Number
  • Customer Info

After dragging Elements into Form Body, click the Elements inside the form body and set the Name and if its Required to be filled. Drag the forms to rearrange them and click the trashcan to remove the element inside the Form Body.

You also can PREVIEW to see how it look likes.

Save the form.

Forms can be access by the fields employee through the Forms Module or you can add a Form on the a job by adding a Task.