(913) 642-4883 sales@mobilogic.com

Forms are used to maintain consistency between a paper system and electronic system.  They can be customized so that a technician will only have to enter information once, and it will appear on the form he used to fill out manually.

To add a form, on the “form” tab, press the “Add” button.  There will be a dropdown menu of available forms.  Choose the form you want, and press OK.

Often, many fields in the form are editable, so if information is incorrect or incomplete, the technician can edit accordingly.  Many forms have signature areas that can be linked to the earlier “Accept” signatures on the payment or proposal tabs.  The client can also sign the form on the tablet PC or sign a paper copy.

Once the tech is done editing the form, he should press “Done” in the lower right corner of the screen to save his changes.   If he does not want the form after all, he can close the window without saving changes.

Forms are used to maintain consistency between a paper system and electronic system.  They can be customized so that a technician will only have to enter information once, and it will appear on the form he used to fill out manually.

To add a form, on the “form” tab, press the “Add” button.  There will be a dropdown menu of available forms.  Choose the form you want, and press OK.

Often, many fields in the form are editable, so if information is incorrect or incomplete, the technician can edit accordingly.  Many forms have signature areas that can be linked to the earlier “Accept” signatures on the payment or proposal tabs.  The client can also sign the form on the tablet PC or sign a paper copy.

Once the tech is done editing the form, he should press “Done” in the lower right corner of the screen to save his changes.   If he does not want the form after all, he can close the window without saving changes.