Managing Forms Within the Customer Card

Summary

Forms such as state WDIs can be managed in the Documents tab of the Customer Card by clicking + New Form. The user can require the forms to be approved by a manager prior to the form being sent to the customer.

Adding a New Form

Forms such as state WDIs can be managed in the Documents tab of the Customer Card by clicking + New Form. The forms can be required to be approved by a manager before they are sent to the customer.

Using Form Actions

A form can be selected to be filled out in the desktop application or be filled out in the mobile application. Once a form has been created, you can open a printable version in a new tab or perform several actions.

• Actions
  • Save: Save the form as-is, and will give it a state of Work In Progress. Other form states are Approved, Not Approved, Pending Approval, Changes Requested, Waiting on Customer Signature, and Completed.
  • Sign: Allow the form to be signed.
  • Request Customer Signature: Sends the form in an email requesting a customer signature.
• Printable Version: Open the form in a new window for printing.

If approval is required, the technician must sign the form before approval can be requested.

Saving and Sending the Form

After saving the form, the actions button will have some new options.

• Edit: Make any changes to the form before sending it to the customer.
• Approve: Approve the form and send it to the customer. (If the form is required to be approved).
• Delete: Delete the form.

After approving the form, it can be emailed, snail mailed, cloned, or deleted.

Editing Form Approval Requirements

To set if the form requires manager approval must be set up in Admin > Preferences > Customer Preferences > Form Templates. Select the desired form and toggle Requires Approval, then save.