Got a question?
Here's an answer!

Use our range of help guides to learn everything you need to hit the ground running!

How do I view, edit, delete, print or email a Customer's Forms?


To view a Customer's Forms, locate and tap on the Customer in the Customer list, then tap on the FORMS tab


Scroll through the list to view any Forms associated with this Customer


Requested Forms awaiting completion are tagged with an orange Requested tag


Forms will be displayed in order, most recent first


To Edit

Please note: to be able to edit a completed Form, the Forms Permissions must be set to Open, see How do I create a new Form?


Long-tap on the Form you wish to edit and tap Edit


Complete the changes and tap SAVE


To Delete

Long-tap on the relevant Form and tap Delete > YES, DELETE


To Email

Long-tap on the relevant Form and tap Email. This form will be sent to the email address of the customer


To Request Update

Long-tap on the relevant Form and tap Request Update. The customer will be emailed a request to update the details in this form.


To Print

Printing a Form can only be done using the web app