Using Mobile Forms On The App

Note: For building Forms as an admin please click here Build Custom Forms For Reps

Step 1: 

Select a customer, then Start A Transaction, and then, New Form.

Step 2:

Now we would select the Form we wish to fill out for the customer. After choosing, tap on Fill Form.

Step 3: 

Begin filling out the section fields with the necessary information required. When complete, tap on the Save icon in the top right. 

   

Step 4: 

Now we can see our completed form appearing under Filled Out. If you'd like to fill out another form, you can select that and fill it out again. If complete, tap Finish at the bottom of the screen to complete the transaction.