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Forms are templates your administrator sets up. Each time you fill one out, you create a new record. You can fill out forms in the web app or the mobile app. The steps are the same.

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Before you start

You need to be signed in. The forms you see depend on your account. If a form is missing, contact your administrator.

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Start a new form

1

Open the Forms list

The list shows the forms you’ve already started or submitted, newest first.Forms list showing recent records with draft status, client, facility and notes
2

Tap the orange + button

The button is at the bottom of the screen. The Select a form window opens.Select a form window listing available forms with a search box at the top
3

Tap the form you want

Use the search box at the top to find it in a long list. The form opens with the title New: [form name].

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Fill in the fields

Forms are divided into sections. Tap a section’s header to expand or collapse it. Labels in orange are required. Project Info section of a form filled in with sample values Some fields fill in automatically, like your name and today’s date.

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Pick lists

Fields that show Tap to Select and a list icon open a pick list. Tap an item to choose it. Use the search box to filter long lists. A pick list window with a search box and a list of items to choose from
Some pick lists depend on an earlier answer. For example, the client list can depend on the region you chose. Fill in fields from top to bottom.

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Data grids

Some sections contain a grid for entering several rows of readings. An empty data grid with an Add new row button
1

Tap Add new row

The Table row window opens.Table row window with fields for entering one row of readings
2

Enter the values

Fill in each field for the row.
3

Tap Save

The row is added to the grid.
The bottom row of the grid shows totals. They update automatically. A data grid with several rows entered and a totals row at the bottom In the Table row window, Clone copies the row and Delete removes it. For more, see Data grids and tables.

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Photos, notes and signatures

Tap Take picture to use your camera. Tap Add image file to attach a photo you already have. If the label says “(min 1)”, you must add at least one photo. Type your comments in Notes. To sign, tap the Signature field. Sign with your finger or mouse, then tap Save signature. Tap Clear to start over. Signature pad with Clear and Save signature buttons Notes field and a completed signature at the bottom of a form

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Save your form

Tap Save in the bottom-right corner.
Needs review: Steps after saving (required-field checks, draft or submitted status, and syncing) will be confirmed with a test account before publishing.

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Leave without saving

Tap the X in the top-left corner. When asked “Discard changes?”, tap Yes to close the form without saving. Tap Cancel to keep working. Discard changes dialog with Yes and Cancel buttons
Opening an existing record can automatically update fields such as Field Tech and Date to the current user and today. If you only meant to view the record, close it and choose Yes to discard changes.
More pages, including working offline, are coming.