How to Turn on Job Forms
You will need to be on the Connect or Unlimited plans to use Job Forms.
Go to the Settings Gear > Settings > Job Forms and click on the Turn On Job Forms button to get started.
How to Build a Job Form
To get started, click on the New Job Form button.
First, Choose a Job Form Name. Then choose how you want your team to fill out these boxes. You can create selections, check boxes, or small and large text fields to be filled.
You can also choose to set the Job Form to be automatically added to all new jobs created in the system. This is done with the Automatically attach to new jobs checkbox at the bottom of the form.
You can create as many forms as you need!
New Job Form > Fill out Fields > Save
How do I add Job Forms to specific jobs?
If you want forms to only show up on some of the jobs you create, you will be prompted to add them when you create a new job. If you do remove a specific form from a Job, your old filled-out forms will still remain on the visits.
You can add as many forms to a job as you need.
How do my Techs fill Job Forms out?
Your team in the field will be able to fill out your Job Forms by going into the visits associated with the job you've used them on.
All they need to do is click on the Job Form section:
This will open up the relevant Job Form, so your team can easily see what they need to complete:
What happens if I turn off Job Forms?
If you turn off Job Forms you and your team will no longer see the forms anywhere in the program. We will preserve your previous Job Forms, so if you turn the feature back on you will see all of the forms that had already been created, attached, and filled-out.
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