Manager: 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