01
Design conditional customer intake questionnaires
- Open Forms and click "Create New Form".
- Add question types: text fields, photo uploads, multiple-choice dropdowns, and date pickers.
- Configure conditional branching rules (e.g. "If project type is Roof Replacement, show roof slope and shingle type questions").
02
Deploy field safety and vehicle inspection checklists
- Pre-Trip Vehicle Checks: Require technicians to check fluid levels, tire pressure, and ladder rack securement before morning roll-out.
- Jobsite Safety & Hazard Audits: Log electrical panel safety verifications or water shutoff valve locations before starting demo.
- Punch List Sign-Off: Technicians verify completed line items and attach inspection photos directly from the Field App.
03
Embed forms on your website or share direct links
Embed your custom questionnaires on any contractor website page or text direct form links to homeowners before on-site estimate visits.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Conditional questions display accurately based on customer response selections.
- Technician field inspection checklists appear on assigned job records.
- Completed form responses and inspection photos save to the client file.
Troubleshooting
When the workflow doesn’t look right
Conditional question rule does not trigger.
Verify that the parent field option value in the Form Editor matches the trigger condition exactly.
Field inspection checklist is not showing on active jobs.
Ensure the checklist template is linked to the active job trade category in workflow settings.
Keep going