Forms and Certificates

Forms and Certificates

What are forms and certificates?

They are forms you can email to your customers, for example a sweeping certificate. You can build your own form in the form builder or select one of our templates in the web version. Once created and "published" to your app you can fill them in for easy, one-click sending to your customer.

What can a form / certificate contain?

Your details, your customer details the address and location details will automatically be filled in. You can have text boxes, drawings that you can draw on, import images and lots more.

How do I complete a form / certificate

From the appointment click ‘+ form’ under the room name. You will see a list of all forms that you have published. Select one, fill it in and press save. This will save the completed form in the room record and mail it to your customer.

Can I save a partially completed form / certificate for finishing later?

Yes. Save as a draft and you can come back to when you have a bit more time.


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