Custom forms can be used to fill out routine information by your team, or be sent to customers to fill out for themselves. Forms can serve as standalone records or be attached to records such as invoices, jobs, and estimates. Some examples include:

We're launching this as a beta to gather valuable feedback and ensure everything works smoothly for your specific needs. Your input will directly influence the final product, which we plan to officially launch later this year. After the beta period, this new and improved feature will become a paid add-on, providing even more value to your subscription.

No need to worry about your forms—they will continue to function seamlessly in the new version of custom forms.

If you aren’t currently using custom forms, navigate to Features & Plug-Ins in Company Settings to enable Custom Forms.

Begin personalizing your custom form by navigating to Form Settings.

Begin by naming your form and adjusting the font size.

Next, toggle on/off the following settings:

Connect Forms to Records allows you to specify which records this custom form can be created from. Select all records on which you'd like this form to be used.

You can create your own custom status workflows and assign them to different forms. You can prompt automatic status changes by setting up triggers such as:

Be sure to select Enable Status Workflow, then click on Custom Status Workflows under Custom Forms to create your unique workflows. To learn more about how to build these, visit the Custom Status Workflows article.

Let's take a look at an example.

After creating the workflow and returning to the custom form settings, select the status workflow you'd like to use for this form.

You'll then need to select what the status should be changed to when specific trigger actions take place. In this example, when the form is sent to the customer, it will automatically change to Sent status. If it's filled by the customer, it will automatically change to Filled by Customer status. If they sign the form, it will automatically change to Signed by Customer status.

Next, adjust the permission settings for both visibility and creating/editing. Select specific users, teams, and/or roles to whom you'd like to to give visibility and creating/editing permissions. Note that the visibility and creating/editing permissions are unique.

You can now customize the default email and SMS messages used when sending a custom form to a customer.

Once you've adjusted your form settings, it's time to start building! Click and drag fields from the right-side menu onto your blank custom form. (Note: Be sure you're not still in Form Settings. To close the settings, click on Form Settings again.)

To remove a field, click and drag it back to the right hand side or select the field and select Delete. Once a field is placed on a form, you can resize and reorder each field.

To require a field to be completed on a custom form, select the Required checkbox before moving on.

Conditional logic allows certain fields to appear or change based on the responses the user provides. This helps tailor the form to gather only relevant information.

In this example. we want to create conditional logic for Field X, so it only appears for the user when certain criteria are met in Field Y. When you're ready to create conditional logic for Field X, click on Field X and select Add New Condition.

If you want Field X to only display if Field Y contains a certain value, select Field Y and your desired value.

You can repeat the process creating additional conditional logic criteria for Field X until you're satisfied. In this example, Field X will only display for the user if "Yes" is selected in Field Y.

Use the modes to view your form in different scenarios. You can also preview the appearance of your form on Mobile or Desktop.

To attach a custom form to a record, begin by entering the record where you want to attach the form. This may be a customer, job, invoice, etc. Select Forms from the top menu, then Create New.

You will now see a list of your custom forms, and you can choose which form to attach.

You can now complete the form, or save it to the record to be completed at a later date.

To view a form attached to the record, navigate to the Forms tab and click on the applicable form.

After clicking on a form, you can attach files, send it to be filled out by your customer or send it to be viewed by your customer. You can also see important details about the form on the right-side of the screen.