Help center

Got a question?

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Use our range of help guides to learn everything you need to hit the ground running!

How do I view, edit, delete, print or email a Customer's Forms?

To view a Customer's completed Forms, locate and tap on the Customer in the Customer list, then scroll down to FORMS

Tap on a specific Form or See all Forms:

Tap the Action Icon at the top of the form:

To Edit

Tap Edit, (or tap directly on the Form)

Complete the changes and tap Save

Please note: to be able to edit a completed Form, the Forms Permissions must be set to Open, see How do I create a new Form?

To Delete

Tap Delete, then tap Confirm

To Email

Tap Email. This form will be sent to the email address of the customer

To Request Update

Tap Request Update. The customer will be emailed a request to update the details in this form.

To Print

Printing a Form can be done using the web app

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