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5 posts tagged with "Forms"

Create digital industry-standard and custom forms.

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AI form import tool

· One min read

The most common use case of JobStaq's custom forms feature is to replicate existing forms and workflows, and the form builder can take a while to copy over all details of a form into JobStaq. We've added support for an AI import tool, which lets you upload a PDF file of an existing form, which attempts to identify questions and the most appropriate type in the JobStaq form builder for each field. As with all AI products, it will never be 100% reliable, however, this should hopefully quickly give a good starting point on new forms to manually verify and edit.

The custom form import tool can be found at the "Import" button on the custom forms setting page of the web interface.

Custom forms now available on all plans!

· One min read

There's not much more to say here than the title of this update! In response to our interactions with customers and those looking for solutions, we've become aware that a lot of users have the need to create one or two custom forms for their workflow, such as job sheets, and forcing these users into our highest tier package doesn't make sense. Custom forms, previously only available on our Gold plan, are now available on all plans, with Bronze allowing 1 custom form, Silver allowing 5, and Gold continuing to offer unlimited forms.

More Forms

· One min read

We've added a couple of new forms to the built-in library:

  • Central Heating Powerflush Checklist (PAD28)
  • Electrical Bonding Notice (WL9)
  • Domestic Unvented Hot Water Commissioning/Inspection Record (CP8)
  • Central Heating Commissioning Certificate (PAD26)
  • Commercial Catering Inspection Record (PAD8)
  • Landlord Oil Installation Check (CD/12)
  • Oil Warning and Advice Notice (CD/14)

If we're still missing any industry standard forms which you'd like to be able to complete in the software, please let us know and we can look into adding these to the library.

Form drafts

· One min read

When filling out forms on our app, your changes will now be saved as you progress, so that in the event you need to view something else in the app, or run into any technical issues, you won't need to worry about losing your progress, or finishing the form first.

Whenever you change an input on the form, it'll be saved in the background in a draft state. Drafts remain locally on the device you created them from, and will only sync once they've been fully completed.

If you want to delete a draft form, when exiting the form editor using the "back" button at the top right of the page, there is an option to exit and delete draft.

We're currently rolling out support for draft forms to our mobile apps, so you'll start to see this become available over the next few days.

Favourite forms

· One min read

With the number of items in the forms list growing over time, it may become difficult to find forms which you commonly use, especially if these are located near the bottom of the list.

This update introduces the option to favourite forms within the app, so that they are pinned to the top of the list, allowing you to quickly access commonly created forms.

To use this feature, when on the "Select form" page of the app, simply swipe right on the form you want to favourite, and click the "favourite" button. It will then appear in a new "Favourites" section at the top of the page. If you want to remove a favourited form, just follow the same steps.