Release: Aug 03, 2022

Feature Release - Sending Webform from a Job in the App
Send Agreements, Variations, Surveys and more directly from the App

What do we mean by Web Forms?

A Web form is a form that people outside of your business can complete from their computer or phone and is the perfect tool for forms like Agreements, Contracts, Variations and Surveys. The customer can open the form, add information as required and sign on the screen if needed. 

Web forms is an Formitize add-on module and can be used for forms that need to be completed before a job such as Agreements and Checklists, during a Job such as Contract Variation Agreements and after a job has been completed such as Sign-offs, Surveys and Testimonial Requests.  

This new feature release enables Web forms to be sent from within a Job in the App.

The image below shows the new option in the App Job Card. When you click “Start Job” you will note a new section for “Web Forms” appears and the web form/s associated with that job will be listed. 

Simply select the button “Email Webforms” to open the Email page.

Select the button “Email Webforms” to open the Email page as shown in the image below.

You can use the default email content, manually write your own email message or select from your email templates. You will note the webform link is automatically added to the email.

The email recipient will receive the email that will include a button to take them to the webform for reviewing completing and and signing:

Further Automation to work even smarter!

You can automate this feature by adding the Web Form to your Job Type Template with an Action to automatically email the web form when the Job is created or assigned.

You can also create an action to email or SMS you or a team member when the Webform has been completed by the customer so you know instantly. 

The status of the webform will also be visible in the Job so you are kept informed at every stage.

Integrated Job Webforms with automated emailing will save HUGE amounts of time and effort.

Order webforms on your account here.

Just another way Formtiize saves you time and helps your business work smarter.

Formitize - Innovating Smarter Business