Mastering Form Fields

A guide to every field type available in the form builder — what each one does, when to use it, and how to configure it.

Field basics

Fields are the individual inputs inside each section. Every field has three properties you can configure:

QuestionThe label shown above the input. Write it as a clear question or short instruction.

TypeThe kind of input — Short answer, Yes or No, Drop-down, etc. You can change this at any time using the type dropdown on the field.

RequiredToggle this on to make the field mandatory. Required fields show a red asterisk (*) to the person filling the form.

To change a field type, click the type dropdown on any field (it defaults to Short answer) and select a different type. Your question text is preserved.


All 8 field types

Short answer

A single-line text input for brief, specific responses.

NamesPolicy numbersShort descriptions

Pro tip: Best for data that fits on one line. Don't use this for notes — use Long answer instead.

Preview

Is there an easily accessible exterior or interior cleanout? *

Long answer

A multi-line text area for detailed notes and open-ended responses.

Repair notesClient observationsDetailed descriptions

Pro tip: Give technicians room to describe what they found or what was done. There's no character limit.

Preview

Describe the issue in detail *

Single answer

Radio buttons that let the respondent pick exactly one option from a list you define.

Service frequencyPriority levelCondition rating

Pro tip: Use this when only one answer can be correct. You define the options — add as many as you need.

Preview

What type of property is this? *

Multiple choice

Checkboxes that let the respondent select one or more options simultaneously.

Parts replacedAreas inspectedSymptoms observed

Pro tip: Use this when more than one answer can apply — 'select all that apply' situations.

Preview

Which drain is experiencing the issue? *

Drop-down

A compact select menu for choosing one option from a potentially long list.

State or regionEquipment modelLong option lists

Pro tip: Prefer this over Single answer when you have more than 5–6 options — it saves vertical space.

Preview

What are the primary symptoms? *

Yes or No

A large binary toggle — the fastest way to capture a pass/fail or complete/incomplete status.

Work complete?Safety check passed?Follow-up required?

Pro tip: Ideal for checklist-style questions where the answer is always Yes or No.

Preview

Have any chemical drain cleaners been poured down the drain in the last 24 hours? *

Single checkbox

A standalone checkbox used for individual confirmations or agreements.

Terms & ConditionsConsent confirmationPrivacy agreements

Pro tip: Perfect for legal disclaimers or a single point of confirmation — not for multi-option lists.

Preview

Description text

Non-input text displayed inline in the form. Use it for instructions, sub-headings, or warnings.

Section instructionsSafety warningsContextual notes

Pro tip: This field has no input — it only shows text. Use it to guide the respondent through complex sections.

Preview

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.


Special fields in preset sections

The Client details and Technician details sections use preset fields with enhanced inputs that go beyond standard text boxes.

Mobile number

Client details

A phone input with a country code selector (+1 by default) alongside the number field — no free-typing the format.

Address

Client details & Technician details

An address autocomplete field — start typing and select from real address suggestions. In Technician details this captures the job-site address.

Date

Client details & Technician details

A calendar date picker — no manual text entry. In Technician details this records the date the job was completed.

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