Create A New Job Form

Job Forms allow you to build custom forms such as a work order or an install checklist. For example, Job Forms can be used to collect the cabinet, sink, edge detail and color selections. You can have multiple copies of a form on a single Job; one for each room or area. See Related Articles below for sample forms.

Before you start creating  Forms, we recommend you take a moment and make sure you are clear on what you are trying to do with the Form you want to create. Be sure you know the answers to:

  • Who will be using the Form?  
  • Will the Form be printed or used electronically, or both?
  • What kind of fields need to go in the Form, a signature line, checkbox, etc.?
  1. Go to Settings > Job >  Job Forms.
  2. Click the Create button to make a new Form. 
  3. Name your Form Template, use a name that reflects its purpose, which will make it easier to select from a list later. Click SAVE.
  4. The Edit Form Template page will appear. You can customize the form by clicking on the Edit icon, the Add Field (+) icon, or by clicking in the areas indicated by the arrows.