What are sections?
Sections group related questions together inside a form. Instead of one long list of fields, sections give your form a clear structure — making it easier for clients and technicians to read and complete. You can add as many sections as you need and reorder them at any time.
The three section types
Client details
One per formA preset section that captures essential client information. The fields in this section automatically map to the client's record in your CRM — no manual data entry needed.
Available fields
Filled by: Client
Technician details
One per formA preset section completed by the technician on-site. Whether a technician signature is required is configured separately in the Configure step using the "Require technician signature?" Yes/No question. Sections filled by a technician are highlighted in blue in the form preview.
Available fields
Filled by: Technician
Custom section
UnlimitedBuild your own section from scratch with any combination of field types. Set a title, an optional description, and choose who fills it — the client or the technician. You can add as many custom sections as your form needs.
What you configure
Title — The section heading shown to the person filling the form.
Description — Optional instructions or context shown below the title.
Filled by — Client or Technician. Technician sections appear highlighted in blue.
Fields — Add, reorder, and configure any field types you need.
Assigning who fills a section
Custom sections can be assigned to a client or technician. This controls who completes that section.
Client
The client completes this section when they receive the form link. Use for questions about their property, preferences, or consent.
Technician
The technician completes this section on-site. These sections appear highlighted in blue in both the builder and the live form preview. Use for job notes, checklists, and sign-offs.
Reordering sections
Sections appear in the form in the order you've arranged them. Use the up and down arrow buttons on each section card in the builder to change the order. Fields within a section can also be reordered individually using the same arrow controls.
Best practices
- Lead with Custom sections — Start your form with the job-specific questions — property access details, what needs to be done, any site conditions. Custom sections are where the real information lives.
- Add Technician details for on-site completion — Include a Technician details section for anything your technician fills in on the day — their name, the job date, and worksite address are captured automatically with no extra fields needed.
- Put Client details at the end — Finish with the Client details section. By this point the client has answered the relevant questions and just needs to confirm their info and sign off — it feels like a natural close.
- Use all three for a complete form — Custom sections for the job questions → Technician details for the on-site record → Client details for the sign-off. This order keeps the experience logical for both sides.
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Mastering Form Fields
Once your sections are set up, learn about every field type available — from short text answers to binary yes/no toggles and description text.
Ready to add fields?
View guide: Mastering Form Fields