Administrator: Custom Forms Training



  • Number of Videos in Session: 1
  • Total Viewing Time in Session: 5:16

Custom Forms are important aids that help your field Technicians, using the mobile app, to remember or inquire about important information related to the service being conducted.

Part 1: Create a Custom Form

In this video we will go over how to create a custom form to be used by your technicians on their work orders.

  • Identify where to view your Custom Forms in the Office
  • Learn about the different Types of Forms
  • See Best Practices when working with Custom Forms


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