Choose between Quick form and a work form
Choose the right form for the work details you need to keep.
4 min read
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
Choose by situation
- A short internal task or simple one-time appointment: Quick form
- A visit where each schedule needs customer contact and address details: Work form
- A job that repeats the same inspection points at every site: Work form with a checklist
- Work that needs elapsed time or before-and-after photos: Work form with those tools enabled
- A job that ends with a customer document or PDF: A document-supported work form
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Start quickly with a prepared work form
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Build reusable forms around the information your work requires.
What is the difference between Personal and Work?
Compare what each schedule type records and when to use it.
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