The form builder

The form builder is where you decide what a job asks for. You drag components onto a canvas, click one to set it up, and preview the result before you save.

Every job type has two forms, and they’re independent of each other.

• The Operator Form is filled in by your office when they create or edit a job.
• The Resource Form is filled in by the person on site, on their phone.

Open a job type from Job types and click the pencil, or click Edit Job Type on its page. The Operator Form and Resource Form tabs sit across the top. An orange dot on a tab means you have unsaved changes there.

The three panels

Components on the left is what you can add. Layout Canvas in the middle is the form you’re building. Properties on the right shows the settings for whatever you’ve clicked on.

Build from the outside in.

1. Drag a Panel onto the canvas. A panel is a block with a title, and you choose how many columns it has.
2. Drag a Section into one of the panel’s columns. Sections group fields under an optional heading.
3. Drag fields into the sections.

Drag anything up or down to reorder it. Click a field, section, panel or tab to open its properties.

What you can add

The Components list is grouped, and it changes depending on which form you’re editing.

Containers holds Panel and Tab Container. Tabs suit a long operator form; they’re not offered on the resource form, because tabs are awkward on a phone.

Content holds Section, Heading, Divider and Rich Text for static formatted copy.

Form Fields are the six input types available on both forms.

Field	What it does
Text Input	One line, or several if you turn on Multiline and set the Rows. You can add a Placeholder.
Number Input	Numbers, with a Placeholder, a Min, a Max and a Unit such as “kWh”.
Date/Time Picker	A date and a time.
Select Dropdown	One choice from a list of Options you write.
Checkbox	A single tick.
Radio Buttons	One choice from a list of Options you write, with all of them visible.

Mobile / Media appears only on the resource form, because these need the phone. Integration Block appears on both forms, but Content Overlay is resource-form only.

Field	What it does
File Upload	A photo or a document. On the phone in the Properties panel sets what the engineer can add: Photo or file (the default) gives Camera, Gallery and Document buttons, Photo only opens the camera with the photo library beside it, and File only accepts a PDF, Word or Excel file.
Signature Capture	One signature drawn on the screen. Label it with who signs, and add a second field if both the customer and the engineer sign.
Location/GPS	The phone’s GPS position, captured when the engineer taps Use current location. In the Properties panel you can capture it as soon as the form opens, let the engineer type the latitude and longitude instead, and set an Accuracy Threshold so a rough fix is turned away. It records where the engineer was for this answer; where they are through the day comes from location sharing.
Integration Block	A button that calls another system mid-job and writes the answer back into the form. See Integration blocks.
Content Overlay	A button that slides up a panel of formatted content, such as a safety briefing or terms. You can make the reader tick to accept it, and stop the job being completed until they do.

Below those, the palette lists the job’s own fields, grouped by category, and any custom fields you’ve set up for jobs. Drag those on like anything else.

Setting up a field

Click a field on the canvas and the Properties panel opens.

Every field has a Label, which is what people read, and a Required switch. Read-only shows the value without letting anyone change it, and Width sets whether it takes the full width of its section, half or a third. Below that come the settings for that field’s type: the rows on a multiline text box, the minimum, maximum and unit on a number, the options on a dropdown or radio buttons.

Showing a field only sometimes

Conditional Visibility hides a field until the conditions you set are met. Conditional Required leaves the field optional until they are.

Add a condition, pick another field on the same form, pick a test, and give it a value. The tests are Equals, Does not equal, Contains, Does not contain, Greater than, Less than, Is empty and Is not empty. Add more than one condition and all of them have to be true.

Sections and tabs take visibility conditions too, so you can hide a whole block of the form the same way.

Panels, sections and tabs

Click a panel and you can set its Title and description, how many Columns it has, whether it’s Collapsible, whether it starts expanded, and whether it draws a border.

On the resource form a panel can also be marked a Wizard Step. Do that and the app shows the form one step at a time with a progress bar, checks each step before it lets somebody move on, and remembers where they got to if they’re interrupted.

Preview and save

Preview Form shows the form as it will look. The operator form appears full width; the resource form appears inside a phone frame, so you can see how it will read on site.

Save Job Type saves both forms and the QuickView selection together. The builder also keeps a draft as you work and offers it back the next time you open the job type, and it warns you before you navigate away with unsaved changes.

Designing a form people will actually fill in

Ask for what you need and nothing else: every extra field is time somebody spends standing in a customer’s hallway. Break a long form into sections with real headings. Mark only the truly essential fields required, and use conditions for the questions that only sometimes apply. Write labels the way your engineers talk, not the way your database does.

For long acceptance copy, use a Content Overlay with acceptance turned on rather than a Rich Text block. Rich text is read past. An overlay has to be opened and ticked.

What’s next

• Integration blocks: call another system from a form
• Creating a job type: the settings that sit around the forms
• Working a job: what the resource form looks like on site