Create and manage forms

A form defines the information you fill in for each schedule. Use customer details and inspection points for a visit, or attendance and fees for a lesson. Choose the fields that fit the task.

Create a form

1. 01

   Open Forms

   Go to More > Forms. Create your own form or manage forms for a team.

2. 02

   Choose a starting point

   Start from scratch, use a prepared form, or generate a draft with AI and edit it.

3. 03

   Add input fields

   Choose Text, Integer, Decimal, Single choice, Multiple choice, or Yes/No. Name each field and set its unit and required setting where needed.

4. 04

   Add calculations

   Create the Integer or Decimal fields first, then reference them in a Formula field. Formulas are configured manually; AI drafts do not generate them.

5. 05

   Save and use the form

   Select the saved form when creating a Work schedule. Fill in the values for that schedule to see calculated results.

What a form can include

• Standard details such as name, phone number, email, address, and amount
• Dividers, explanatory text, numeric inputs, and choice fields
• Formula fields that reference Integer, Decimal, or other Formula fields
• Optional tools such as checklists, messages, a timer, and before-and-after photos

Personal forms and team forms

Your own forms are used for Work schedules in My Calendar. Team forms are used within their team calendar. Importing your form into a team creates a separate copy and preserves its formula references. Later edits to one copy do not automatically change the other.

Share a form with someone else

Send one of your own forms using a share code. The recipient can open Import in Forms, paste the message or code, review the form, and save a copy. See the related guide for the full steps.