asnow
Valued Contributor II

Welcome to #TrainingTuesday! Let us help you keep your technicians organized and on track with your forms! 

Invest 20 minutes to learn how to create "My Forms" for technicians which are not job related forms.

Our training specialist, Heather, walks us through how to:

  • Create technician specific MY FORMS
  • Add a trigger to the form
  • Make it a required task to complete the form
  • Add to the technician's schedule as a non-job event
  • Set it up to recur as often as desired

For more info, check out these two Knowledge Base Articles: