Automatically Include Forms In New Jobs

You can add Job Forms to your Job Template to have them included automatically on all new Jobs.  See Related Articles for creating and editing Job Templates


To add a form to an existing job template:

Edit Job Template and Select Forms

  1. Go to Settings > Job > Templates.
  2. Click on the underlined name of the template you'd like to modify.
  3. Click the double check-marks to the right of forms and select the form to add. Press Save