Form Settings

Here you can modify the global form settings.

• Update form 'Title' & 'Description'

• Change form 'Category'

• Import .csv file containing multiple choice responses

Form Edit

Here you can modify the form questions and workflow.

• Add / remove form fields (e.g. text field, number field, checkbox field, radio button field etc)

• Enable show/high conditional logic

• Make any field ‘required’ 

Available to Role: 'Form Administrators', 'Super Admin', 

Form Categories

Here you can manage form categories.

• Add / remove categories

• Assign forms to categories

• Change parent category
  

• Change category image.

Available to Role: 'Form Administrators', 'Super Admin', 

Entry Rules

Here you can manage what happens when entries are submitted.

• ‘Auto-approve’ entries for public viewing as they are submitted.

• ‘Auto-move’ entries to a folder when they are submitted.

• Set rule conditional logic.

Available to Role: 'Form Administrators', 'Super Admin', 

Entry Notifications

Here you can manage who is notified when an entry is submitted

• Add / remove multiple form notifications

• Specify conditional logic for when emails are sent

• Add form content to subject line and email body

• Attach files uploaded to forms as attachment

Available to Role: 'Form Administrators', 'Super Admin', 

Form Access Manager

Here you can customise user access to specific forms.

• Prevent users seeing other users entries

• Prevent entries from being viewed publicly

• Allow users to edit data but not delete it

• Restrict form settings from being changed

Available to Role: 'Form Administrators', 'Super Admin',

PDF Certificates

Here you can manage the PDF certificates generated upon submission.

• Create any style of PDF Certificates

• Generate PDF certificates under specific conditions only

• Attach PDF certificates to email notifications

Available to Role: 'Form Administrators', 'Super Admin',

Shared Folders

Here you can manage entry folders that can be shared internally and externally.

• Set folders as 'shared' or 'private'

• Grant specific folder access to specific users

• Share public folder link with clients

• Activate internal / external access

Available to Role: 'Form Administrators', 'Super Admin',

Users

Here you can manage users and user access

• Add / edit user personal details

• Limit user entry submission limits

• Assign users to roles

Available to Role: 'Form Administrators', 'Super Admin',

Roles

Here you can manage user roles

• Add / edit 'Dashboard' capabilities

• Add / edit 'Entry' capabilities

• Add / edit 'Folder' capabilities

• Add / edit 'Form' capabilities

• Add / edit 'User' capabilities

• Add / edit 'Role' capabilities

• Add / edit 'Settings' capabilities

Available to Role: 'Form Administrators', 'Super Admin',

Entries

Here you can manage users entries

• Filter by form, user, status, date and ID

• View, Edit, Share, Flag, Approve, Move & Duplicate

• Choose which form headers are displayed in the list

Available to Role: 'Form Administrators', 'Super Admin',

My Account

Here you can manage your account and subscription

• See current features available and account limits

• Switch between service options

• Increase forms, users & submissions

Available to Role: 'Super Admin' Only.

Backup

Here you can manage database backups

• Schedule 2x backups to occur daily, weekly or monthly

• Restore any/all databases (forms,entries,folders,users) from any backup

Available to Role: 'Super Admin' Only.

.CSV Import / Export

Easily move data using .CSV file Import / Exports

• Import / export forms and certificates

• Import / export form entries

• Import / export sites and addresses

Available to Role: 'Form Administrators', 'Super Admin',

Entry Flagging

Highlight important detail to team members

• Flag an entry and select which user is notified

• View flag conversation history until issue is resolved

Available to Role: 'Engineer', 'Supervisor', 'Manager', 'Form Administrators', 'Super Admin',

Sharing

Share folders or individual entries with external users

• Send link, QR code or PDF directly from the list

• Print QR label to attach to site

• Save QR code as an image .png

Available to Role: 'Engineer', 'Supervisor', 'Manager', 'Form Administrators', 'Super Admin',

Entry Approval

Mark entries approved and allow public access

• 3 x Approval settings; 'Neutral', 'Approved', 'Disapproved'

• Unable to view unapproved entry inside public folder

Available to Role: 'Manager', 'Form Administrators', 'Super Admin',

QR Code

View & share entries and folders easily

• Generate QR code that links directly to an entry

• Generate a QR code that leads to a public folder containing entries

Available to Role: 'Engineer', 'Supervisor', 'Manager', 'Form Administrators', 'Super Admin',

Sites

Upload client property addresses

• Organise all client properties into a .csv file and upload

• Engineers can select the site they are working on via a dropdown list

• Ensure addresses are accurate on all paperwork

Available to Role: 'Engineer', 'Supervisor', 'Manager', 'Form Administrators', 'Super Admin',

Auto-Calculations

Results calculated as soon as data is entered

• Complex calculations can be used in any form

• Determine testing time duration based on details entered

• Display true life cycle score based on actual readings taken

Available to Role: 'Engineer', 'Supervisor', 'Manager', 'Form Administrators', 'Super Admin',

Asset Equipment

Upload equipment asset data as a .csv file

• Link site addresses and asset equipment together

• Select asset equipment from a drop-down within every form

• Update the last inspection date of the equipment when serviced

Available to Role:'Form Administrators', 'Super Admin',

Receipts

Track purchase records across all users

• Add cash and card receipts

• Add pictures of receipt

• Add PDF invoice details

Available to Role: 'Engineer', 'Supervisor', 'Manager', 'Form Administrators', 'Super Admin',

F - Gas

Track refrigerant bottle usage across jobs

• Complete f-gas information for every refrigerant form

• Export all entries as .csv and filter bottle information

• Import / export multiple choice field options via .csv file

Available to Role: 'Engineer', 'Supervisor', 'Manager', 'Form Administrators', 'Super Admin',

Statutory Compliance

Forms to cover all aspects of building compliance

• Gas Safe Compliance

• Air Conditioning Compliance

• Electrical Compliance

Available to Role: 'Engineer', 'Supervisor', 'Manager', 'Form Administrators', 'Super Admin',