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Step-by-step creation

Navigate to the Forms page

Start by accessing the global forms manager from your dashboard sidebar.

Initiate New Form

Click any of the three + New form buttons located within the forms manager header or empty states.

Start Form Creation

The wizard will guide you through the initial setup. To begin building, click the Click here button inside the entry card.

Select Section Type

Setup

Choose between a Client Details section or a Custom Section. Click Continue after selecting.

Select the specific customer fields to include (e.g., Name, Email). These automatically map to your CRM records.

Build Form Content

View the layout of your added preset fields.

Preview current form

Click Preview to see how the form will look in real-time.

Final Review

Save the form

If a signature is needed on-site, turn the Required Signature toggle ON before clicking Save.

Confirm form creation

Once complete, you will see a success message and your form will be listed as active.

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Open the global menu and tap the Forms tab.

Tap the + New form button at the top of the forms list.

Tap the Click here button inside the entry card to start.

Choose your section type (Client Details vs Custom) and tap Continue.

Fill out the section details and tap Add section.

Preview your section content by tapping the Preview icon.

Toggle Required Signature if needed and tap Save at the bottom.

Review the success message and verify your new form is active in the list.

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Everything about sections

Building your form is just the first half. Now, learn how to organize your questions using Client Details and Custom Sections.

Ready to organize?

Learn the difference between automatic CRM-synced fields and full custom control.

View guide: Form Sections

Create a form

Step-by-step creation

Navigate to the Forms page

Initiate New Form

Start Form Creation

Select Section Type

Build Form Content

Preview current form

Final Review

Save the form

Confirm form creation

Was this article helpful?

Was this article helpful?

Everything about sections

Can't find
what you
need?

We're here to help

Create a form

Step-by-step creation

Navigate to the Forms page

Initiate New Form

Start Form Creation

Select Section Type

Build Form Content

Preview current form

Final Review

Save the form

Confirm form creation

Was this article helpful?

Was this article helpful?

Everything about sections

Can't findwhat youneed?

We're here to help

Can't find
what you
need?