Mobile Forms

🔓 Accessing Forms

1. Tap the menu icon (three bars) in the top-left corner.
2. Select Forms from the menu.

📝 Selecting Form

You’ll see a list of available forms. Tap the form you want to use.

📝 Fill out the fields

Enter required information like:

• Job Name
• Address
• Date

Some fields may have sliders (e.g., for Time, etc.). Tap the slider to enable those fields.

📅 Setting a Date

1. Tap the date box to open the calendar.
2. Select the desired date.
3. Tap OK when done.

🖼️ Adding an Image

1. Tap Add Image.
2. Select an image from your gallery or take a new photo using your camera.

🖼️ Adding an Image

You will notice that the image is now displayed below the Add Image. To change the image, tap Add Image again.

✍️ Adding a Signature

• Tap the Sign button.

✍️ Adding a Signature

1. Have the customer sign using their finger or stylus.
2. Tap Clear to erase the signature, or Save to keep it.

💾 Saving or Submitting the Form

• Tap Save to keep the form on your device (you can edit it later).
• Tap Submit to send it to the server (you cannot edit it afterward).
• Tap Mail to email the form.

📂 Viewing Form History

Go to the History tab to see:

• All Saved or Submitted forms.
• Note: Submitted forms cannot be edited.