Add a form to a job
Last updated: November 4, 2026
Use a form template to add a form to a job. Each form is a separate copy associated with that job.
Add a form
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Open the job and select Forms.
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Select New form.
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Choose a template.
To see a template’s questions first, preview it.
The form opens with the template’s name, ready to fill in. A new form starts as To Do.
To create or change templates, select Manage forms. See Create and edit a form template.
View a job’s forms
Open the job and select Forms. Each form shows its title, the date it was created, and who completed it. To open a form, select it.
Forms and template changes
Changing a template later doesn’t change forms already on the job.