Choose between Quick form and a work form

When you create a work schedule, choose Quick form or one of your saved work forms. The right choice depends on how much detail the job needs.

Quick form

Use Quick form when a title, location, checklist, and notes are enough. It works well for simple jobs that do not need structured customer details, field records, or a document.

Work forms

• Standard work details such as name, phone number, email, address, and amount
• Custom fields and checklists designed for your work
• Messages, a work timer, and before-and-after photos when enabled by the form
• Document preview and PDF sharing after completion