Creating a simple Contract Variation 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.        

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.

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.

This question is not mandatory and the type is number.

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.

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.

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.  

Once it has saved you can view the form from within the Diary.