Help creating form for an audit company

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    Asked on February 10, 2015 at 01:17 PM

    I am starting an energy audit company and my needs are simple. The auditor goes to the customers home, he turns on his tablet, clicks an app icon which opens up the form. He then counts how many light bulbs and of which type are currently installed in the home. The form auto-calculates how much those are costing them each month and year. It then tells them how much it will save them by switching to LED bulbs. 

    The auditor then goes around with a thermal camera and takes photos of the home while inspecting for air leaks while the blower door is running. He will then import those directly to the form and continue his audit. All other information such as insulation values, energy leak reports etc will be on the form.

    The customer will then review the information, read the terms of service and sign the device. This will authorize their payment as well. I would like to connect a Square or PayPal card reader to the device to accomplish this.  Once submitted, I would like it to be sent to to the customers email address as well as to our company email. I would also like to figure out a way to incorporate it into my appointment booking software to keep track of the leads and appointment results. I'm sure that will be done by exporting to XML or something.

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    Answered on February 10, 2015 at 02:26 PM


    It seems that you are new to JotForm, is that correct? For you to better design your form it would be best to check the following links to get started:

    1. Frequently Asked Questions - learn the basic about JotForm

    2. Comprehensive User Guide page - A list of guides, tutorials and workaround to help you create your form from basic to advance.

    3. JotForm YouTube Channel - Video tutorials to better assist you.

    4. Widgets page and Apps page - Widgets and apps that you can use to make your forms more productive.


    For your specific question, you can set conditions to calculate your the fields in your form, here's the guide: How To Make Forms Logical and use Conditions to Perform Actions and How To Perform Calculation in the Form. If you would like your users to purchase a product from you, you can check this guide on Setting Up an Order Form, you can integrate payment processors like Paypal,, Stripe, etc...

    I hope this helps. I would suggest that you explore the form builder and check the available resources that might be of a help.

    If you need any assistance on building your form please do not hesitate to open up a new thread here in the forum.

    Thank you.