Add forms to a service

Learn how to link digital checklists and consultation forms to your services for seamless job documentation.

Step-by-step linking

1

Open the global menu and tap the Services tab.

2

Tap on any service to open its management sheet.

3

Tap the Forms option in the menu.

4

Select your forms and tap Save Changes at the bottom.

Learn how to create forms

Linking forms is only half the battle. To truly customize your workflow, you should learn how to build complex, conditional forms from scratch using our drag-and-drop editor.

Ready to build?

Learn how to create custom sections, conditional logic, and advanced field types in our forms manager.

View guide: How to create forms

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