Forms & Checklists

Forms & Checklists

Forms & Checklists lets you collect consistent information from your team and customers without paper. Use the drag-and-drop builder to add fields, choices, signatures, photos, and more, then publish in minutes.

Conditional logic

Show or hide fields based on earlier answers with conditional logic. For example, only ask for details when someone answers "Yes", keeping forms short and relevant to each situation.

GPS capture

Fields can record a GPS location at the moment a form is submitted, which is useful for site visits and on-location checks where you need to confirm where work happened.

Approvals

Route completed forms through an approval step so a manager can review and sign off before the record is final.

• Reusable templates for repeat jobs
• Required fields to keep data clean
• Submissions stored for later reference

Link a form to work in Projects & Tasks, or use scored checklists in Audits. For gathering customer feedback, see Surveys & NPS.