Step-by-step
Navigate to Forms
From your dashboard, click Forms in the navigation. This opens the Forms Manager where all your forms are listed.
Click "New form"
Tap the New form button in the top-right of the Forms Manager. A picker appears asking what type of form you'd like to create.
Choose a form type
Pick based on who will be filling the form. For this walkthrough we're building a Company form — a drain inspection sent to the client before their appointment.
Company form
Sent to clients — intake, consent, and service agreements. Clients fill these out before or during appointments.
Personal form
For your team only — checklists, job sheets, QA, and inspections. Only team members see and complete these.
Configure your form
The builder opens on the Configure step. Fill in all required settings — the Continue button stays disabled until all required fields are answered.
Form name
*Give your form a clear name your team will recognise.
Require client signature?
*The client draws or types their signature before submitting.
Require technician signature?
*Set to Yes to have the technician sign off on completed work.
Link to services
Optional — attach to services so the form triggers automatically.
Drain CleaningAdd your sections
Click Continue from Configure to enter the Build step. The left panel shows the three section types — click any to add it to your form. The preview on the right updates instantly.
Client details
Preset fields: name, email, phone, date, address. Auto-maps to client records. One per form.
Technician details
Preset fields for the tech: name, date, job-site address. Always filled by the technician. One per form.
Custom section
Your own title, description, and fields. Choose who fills it — client or technician. Unlimited per form.
For this walkthrough — form structure
Property & Drain Details
Custom section
Client details
Client details
Add and configure fields
Click Add field inside any Custom section to add questions. For each field you set the question label, choose the input type, and decide if it's required. The previews below are fully interactive — try them out. See all field types →
Property & Drain Details
Custom section · Filled by Client
What type of property is this?*
Is there an easily accessible exterior or interior cleanout?*
Which drain is experiencing the issue?*
What are the primary symptoms?*
Have any chemical drain cleaners been poured down the drain in the last 24 hours?*
Critical Warning Note: If Yes, technicians must be alerted to wear heavy-duty chemical PPE to prevent skin/eye burns from trapped chemicals when opening the line.
Client details
Preset section · Filled by Client · Fields auto-map to client record
This section's fields are preset — First name, Last name, Email, Mobile number, Date, and Address. You cannot add or remove fields here. They auto-populate the client's record when submitted.
Review and save
Click Continue from the Build step to reach the Finish screen. Your configure settings are shown alongside the full form preview for a final review. A green Almost done! banner confirms everything looks good. Click Save form to publish.
Your form appears in the Forms Manager immediately. If you linked it to services in Configure, it starts triggering automatically on relevant bookings. You can edit it any time by selecting it from the list and tapping Edit.
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Linking to Services
Your form is built — now attach it to a service so it triggers automatically on every matching booking.
Ready to automate?
View guide: Linking to Services