Create and manage work forms

A work form lets you define the information you enter repeatedly for similar jobs. Forms for My Calendar and shared team forms are managed separately.

Create a form

1. 01

   Open Work forms

   Go to More, open Work forms, and choose your personal forms or a team's forms.

2. 02

   Choose how to begin

   Start from scratch or use a prepared example. You can also generate a draft with AI and then edit it.

3. 03

   Define the fields

   Choose standard work details and custom fields, and mark anything that must be filled in as required.

4. 04

   Choose record tools

   If the job needs them, enable messages, the work timer, and before-and-after photos.

5. 05

   Save and use it

   Your form becomes available when you create a new work schedule.

Custom field options

• Section headings and explanatory text
• Text, whole-number, or decimal input
• Single or multiple choice
• On-or-off toggles