How to use the forms module

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Overview & background  - Forms 


The "Forms" module in Fieldwire is a way for users on the Business and Enterprise subscription to document information, alongside the existing plans, tasks, and file modules.
 

Forms tab

Forms___Project.png

 

Tip: There is a 'batch export' option for Forms. When you navigate to the 'Forms' tab you can select multiple forms, then select: Actions > Export and all the selected forms are emailed to you.

 

Bulk selecting and then exporting forms

Bulk_exporting_forms.gif


Custom Forms

The Custom Form Template Builder allows Fieldwire users to build out and edit their own forms. This module allows for nearly limitless possibilities-- where you once had to fill out and print a paper form, you can now build and have access to your own form through Fieldwire!

Forms FAQ

These articles can help answer and address more intricate questions about using Forms. 

Form types

By default, there are six types of form templates. Each can be tailored to suit the needs of your company through the Custom Form Template Builder. 

  1. Daily Reports
  2. Inspection Requests
  3. RFIs
  4. Timesheets
  5. Safety Audit
  6. Time and Materials Tag

 

Submitting forms

Forms in action: Daily Reports


This Tutorial Video explains how to create Daily Reports, our most requested form!


 

Forms in action: Custom Forms 

You can adjust and create new forms through the Custom Form Template Builder.

  

More information


The "Introduction to Forms" webinar demonstrates the Daily Report, RFI, Inspection Request, and Timesheet Forms offered in the Forms Module.

The "Custom Forms" gives more information on the Safety Audit and T&M Form and gives quite a lot of information about the Custom Form Builder. 


FAQs & troubleshooting

Have more questions? Submit a request