Add a form to a job

Add forms from your templates to a job, and view the job’s forms in one place.

View a job’s forms

1. Open the job and select Forms.
2. Select a form to open it.

The list shows each form’s title, date, and status.

Add a form to a job

1. Open the job and select Forms.
2. Select Add form.
3. In Select form, search for or choose a template.
4. Fill in any questions you want to answer now.
5. Select Save progress.

You can also start a form from the job’s Create menu by selecting Form.

Related articles

• Fill in and save a form
• Add a form to an appointment
• Complete and reopen a form
• Manage a job and its related records