Forms can be setup once and inserted into any job feedback section. To add a new form, select the Forms option int he Customise menu.
Step 1: Select the Add Form button in the top right corner of the page:
Step 2: Add a Name and Code for the new form:
Step 3: Add the form content, use the various options on the text editor to setup your form. Once complete select the Save button in the bottom right corner:
Step 4: Add the form to an existing job. Navigate to the Active option in one of your jobs menus. Edit one of your jobs and select the Feedback tab from the Overview tab. Select the Import Form button:
Step 5: Select the Replace check box to replace all current content, or select Prepend or Append:
Step 6: Select the name of the form, the form will be inserted based on the selected options:
The form can be edited or updated on the job card.
The content of the form will be displayed on the following Job Export reports:
- Estimate Detailed & Summary
- Pro Forma
- Card
