Forms are filled in on the Trades Panel mobile app or on a site terminal, not in the web app. A form reaches you in one of two ways, depending on how the office added it to the job.
Who can do this: anyone with the mobile app. To fill in forms on a shared site terminal, see Use the Terminal on site.
A form that appears when you clock in or out
Some forms must be filled in before you can clock in, clock out or mark a line item complete. When one is due, the app shows Forms Required with a list of the forms.
- Tap Complete Forms.
- Fill in each form and tap Submit.
- Once the last form is submitted, carry on clocking in, clocking out or marking the line item complete.
These forms are not listed on the Forms screen. They only appear when they are needed.
A form you fill in any time
- Open the menu and tap Forms.
- Find the job. You can search by job name or number.
- Tap New on the form you want.
- Fill in the fields and tap Submit.
You see forms for the jobs you are assigned to. If your account lets field staff see every active job, you see forms for those jobs as well. Owners, admins and office staff see forms for every job.
Filling in the fields
- Photo - tap Take Photo, then choose the camera or your photo library. Each photo uploads as soon as you add it. Tap Add Another Photo for more.
- Signature - enter the signer's name, draw the signature and tap Done. If the app has location permission, the location is saved with the signature.
- Required fields must be filled in before you can submit. If any are missing, the app lists them.
After you submit
If the form needs office review, it shows as In Review until someone approves or rejects it. Otherwise it is approved straight away.
If a form is rejected, you get a notification. The reason is shown in a banner at the top of the form. For an any-time form, open it from the Forms screen, correct it and submit it again. A rejected form that was needed at clock-in or clock-out is asked for again the next time it is needed.
Related articles
- Use the Terminal on site - filling in forms on a shared site terminal
- A form is not showing on the phone - if a form you expect is missing
- Add a form to a job - for the office: when a form has to be filled in
- Review, approve and reject form submissions - what the office does next