How to add a "job" form to a job.

Introduction

Job Forms in WorkPal are a powerful way to collect structured information related to a job. They ensure that the right details are captured at the right time, helping teams stay organized and improving the accuracy of job reporting. In this guide, you’ll learn how to add Job Forms to jobs within the WorkPal app.

A Job Form is a digital form that can be attached to a job. These forms may include checklists, fire safety forms,  boiler inspection sheets, or customer sign-off forms etc Adding them directly to jobs ensures your team has all the necessary tools and documents in one place, making workflows more efficient and professional.

How to add the forms to a job step-by-Step Instructions;

1. Open the WorkPal App

   • Launch the app on your mobile or tablet.
     
     

2. Navigate to the Jobs Section

   • From the main dashboard, select Jobs.
     
     
     
     

   • Browse or search for the specific job where you’d like to add a form.
     
     
     

3. Select the Job

   • Tap on the job name to open its details page.
     
     
     
     

   • Review the job information to ensure it’s the correct job.

   • Start the job timer.
     
     

4. Access the Forms Option

   • Within the job details, look for the Forms tab or section.

   • Tap Add Form.
     
     
     
     

5. Choose the Job Form

   • From the list of available forms, select the one you want to attach.
     
     

   • Forms might include safety checklists, quality assurance forms, or customer feedback templates.

6. Verify the Form

   • Go back to the job details page and confirm the form is showing as complete.
     
     
     
     

   • If needed, you can open it to double-check all details are correct!

Pro Tips & Notes

• Select the right form: Always choose the form that best matches the job requirements. For example, use a safety checklist for field work or a Gas Safety Form for boiler service jobs. This ensures compliance and captures the correct information every time.
  
  

• Attach multiple forms if needed: Some jobs may require more than one form. You can attach multiple forms to a single job to cover all necessary checks and documentation.
  
  

• Understand draft forms: If you exit a form before completing it, the form will be saved as a draft. Only the person who created the draft can complete it. To avoid delays, make sure you finish the form fully and confirm that its status changes to Completed rather than staying in draft.