With FieldPulse's Custom Forms feature, you can add custom forms you can use to capture any information.
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Use custom forms to create a custom record type with the ability to track status, attach files, and even generate a PDF to send to customers. Use custom forms for purchase orders, job reports, customer reports, change orders, and more! Custom forms can be made as a standalone record or attached to jobs, projects, customers, and estimates/invoices.

To attach a custom form, begin by entering the record where you want to attach the form. This may be a customer, job, invoice, etc.

For this example, we will use a job record. Once in the job record, click Forms in the header and then click Create New.

In the window that pops up, select which form you'd like to add to the job.

Then enter the pertinent information into the form, change the status of the form as needed, and press 'Save'.

You'll see the completed form show up in the forms list on your job record. You can generate a PDF, email, or edit it by selecting Actions.