This lesson will show you how to build a simple Contract Variation form. The form will have the works to be varied, the amount the variation will cost, Tax inclusive or not, and a signature from the client.
Click add Form
Our form will have three questions and a signature.
1) What is the nature of the variation.
2) How much will it cost.
3) Does that include tax, or not.
4) A client signature.
Name the form and its Badge
Enter the Form Name and a Badge Name.
Leave the form template section blank. This section is used to link a document template to this form. You can link a document template at any time if required.
NOTE: The badge you have named in your form here appears as a badge on the Job side board. If you select it, then it will appear as a job task beneath the check in button. This is a good way to ensure staff are aware that there is a form to be filled in on this job.
Question 1 - Variation Detail
Click New Question and give the question a name, type any additional detail needed to answer the question, select the Mandatory box if the question must be answered before continuing and select multi-line text for question type. The "Template Field Code" is the merge code used to identify this field inside a document template.
Question 3 - Does the price include tax
This is a mandatory question and it is multiple choice. Users must select one of the options before proceeding.
Signature is a special type of question and is mandatory in this form implementation. It requires a client signature to finish the form.
Finalize the form by clicking save
To use this form on your iPad/iPhone, you can enable the form badge which is "Variation" within the job card from the Dispatch Board.
Click the form badge to enable it
Then from the app, open a job and navigate to the "To Do" tab and you should see the form icon. Tap it, to start fill it in.