Job forms can be used for many purposes, as a service checklist, as instructions to the tech or as inspection checklist. The forms are created by you according to your need.
Every form has a name and a description to identify the forms. Sections can be added to the form for grouping related questions.
It’s easy to create a form – it is just like google forms. Go to the Gear Icon on top right -> then Click on the Form from the left navigation menu. You will see all the Forms you have created there, or you can Add New form from this screen.
Associate a Form to a Job
You can select already created Form of Job Type while you are creating a new job or editing a job.
After selecting one or many forms, click Select and these form will be associated with the Job. It will be marked as Pending till the technicians completes the form and submits them.
How does Technicians Fill up the Forms?
Technicians when they login to their account and update a job , then can see all the forms associated to this job.
They can select any one form at a time and enter the information. They can edit the forms as many times as they want till they Submit it. When submitted the form will be visible to form the Admin side.
The technicians login to their system and they generally can see all the five modules
- Services Performed
- Service Item
Now you can control and turn off these modules from the tech view. Only Services Performed and Content can’t be turned off as these are the functions the tech needs to perform at the field.
Quickbook Desktop Integration
All the following data can be synced with Quickbook Desktop.
- Asset Inventory
- Chart of Account
- Service Inventory
- Transaction Discount
The duration of a job can now be tracked by hour and minutes instead of just minutes.