Creating forms
Forms can be used for:
- Reporting issues
- Tracking maintenance
- Special requests
- Activity and prices of your competitors
- Collecting information on consigned equipment
For more information about the use of forms, check out the following article:
📝 You can create as many forms as you need. They're created in the web portal.
Forms are answered by users on their mobile devices, and they're saved with the user's answers along with the location, time, and client information from when they were filled out. You can also create anonymous forms, without an assigned client.
To create new forms, click on Forms in the main sidebar of the web portal:
Then, when creating a form, you'll have several options for questions and answers:
- Open field (text, numbers, email, etc)
- Multiple choice, single selection
- Multiple choice, multiple selection
- List of options
- Photo
- Signature
- Section division
You can also select the option to have the form sent by email ✉️
On the web portal or by email, the form will be visible in this format:
🔴 You can make answering forms MANDATORY for mobile users after completing a visit, and show different forms depending on the visit's result. Learn how to do this by clicking here: How to link forms to the end of a visit
You can also show or hide questions depending on what the user is answering on the form. These are called dynamic forms.
Send us a message in the chat if you have any questions!
Updated on: 11/10/2025
Thank you!