Forms

Work orders, questionnaires, checklists and intakes: built by you, filled in per appointment by your team or by the customer, and kept in the customer's file.

• How forms workWhat a form is, what it is made of, who fills in which part and how it ends up on an appointment — the model behind the work order, the questionnaire, the checklist and the intake.
• Build a formThe form builder field by field — when the form is filled in, who fills in which section, the questions and signatures, and what happens when you change a form that is already in use.
• Fill in a formHow your team fills in a work order or questionnaire on the appointment — on a phone too, with photos — has the customer sign, completes the appointment and downloads or shares the PDF.
• Your customer fills in a formHaving the customer fill in their part at home — with a request per appointment, or as an intake asked by itself after their first booking — and what your customer sees of it.
• Answers and historyWhere filled-in forms end up — in the customer's file, next to last time, by e-mail to the customer — what happened to a form, how to delete one for good, and how the appointments overview shows what is still open.