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Use our range of help guides to learn everything you need to hit the ground running!
To view a Customer's completed Forms, locate and tap on the Customer in the Customer list, then scroll down to FORMS
Tap on a specific Form or See all Forms:
Tap the Action Icon at the top of the form:
To Edit
Tap Edit, (or tap directly on the Form)
Complete the changes and tap Save
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?
To Delete
Tap Delete, then tap Confirm
To Email
Tap Email. This form will be sent to the email address of the customer
To Request Update
Tap Request Update. The customer will be emailed a request to update the details in this form.
To Print
Printing a Form can be done using the web app