How to create a work order form?

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    Asked on April 17, 2019 at 05:47 PM

    I am trying to create a couple forms to help my employees in the field easily check off and give quantities of items needing to be repaired. This is for landscape and irrigation scenarios. they walk with ipads and it would be nice to have standard checklists they can make notes and give quantities. I am feeling a little lost trying to build something like that. The data from the field walks will need to be able to be translated into communication documents and or formal work order for pricing so we will need to be able to get the data from the forms 

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    Answered on April 17, 2019 at 07:37 PM

    We have a sample Work Order Checklist form here that you can clone. It is a simple checkbox with notes below for remarks.

    If you want to create a PDF version of the checklist form, we also have a template here that you can check. 

    If you need to add some pricing or assign an amount to each checklist, you can follow our guide here on how you can assign field values. 

    Let us know if you have any questions or if you need further assistance.