With Custom Forms, you have the ability to select related records directly within the form when it is attached to a job. This functionality is designed to streamline workflows, improve data accuracy, and provide a more intuitive user experience.

When you fill out a Custom Form linked to a specific job, you will now have the ability to select from related records. For instance, if a form includes a field for "Asset Title," and the job has multiple assets associated with it, you can easily choose the relevant asset from a dropdown list. This feature not only simplifies the data entry process but also ensures that you are referencing the correct information, reducing the likelihood of errors.

To utilize this new feature, simply create or edit a Custom Form and attach it to a job. When adding fields to the form, you can specify which related records should be selectable. For example, if the form includes a field for "Invoice," you will see a dropdown menu populated with all invoices linked to that job. Selecting the appropriate invoice is as easy as a click, making the form-filling process smoother than ever.

This Custom Forms feature is designed with tradespeople like you in mind, making it easier to manage job-related records. By allowing you to select related records directly within the form, we’re helping you save time, reduce errors, and complete more jobs, ultimately increasing your revenue!