Forms in BuildOps
Forms in BuildOps are used by Technicians and office users to capture information, complete checklists, and document work performed. They can be filled out on the Mobile App by Technicians or in BuildOps Web by office users. Forms can serve as internal references or be shared directly with Customers.
Common Use Cases
Safety checklists
Preventative maintenance checklists
Customer-specific documentation requirements
Forms required by corporate Customer Portals
Accessing Form Settings
To access Forms settings:
Hover over your Company Name in BuildOps Web.
Click Forms.
Forms Settings Overview
Tabs in Forms Settings
Tab | Description |
Published | Lists all Forms accessible to both office users and Technicians. |
Draft |  Lists newly created Forms not yet accessible to users. |
Note: New Forms are first saved as drafts. Once published, they become available company-wide.
View Types
Forms in BuildOps can be created using two view types:
View Type | Description |
Document | HTML or plain text format with smart fields. |
Fillable and editable by Technicians, includes smart fields and annotation tools. |
Smart Fields automatically populate data in the Form (e.g., job details, property information).
Choose the correct View Type carefully as it affects how the Form is used in Mobile and how it is displayed or shared in Web.
Form Types and Availability
Form Types determine where a Form can be accessed within BuildOps.
Form Type | Availability |
Job / Maintenance | Available in the Technician Report (Mobile) and Job/Maintenance Page (Web). |
Visit | Can be added by Dispatchers during scheduling. |
Task | Appears under Assigned Tasks (Mobile & Web). |
Project | Available in Project Daily Reports. |
Property | Added via Tasks > Add Task > Add Forms. |
Asset | Added via Assets > Select an Asset > Forms > Add Forms. |
Checklist Library: Forms can also be added at the Property or Asset checklist level.
Creating a Draft Form
For Document Forms
Go to Forms Settings and click Create a New Form.
Enter Form properties (Name, View Type: Document, Description).
Click Confirm.
Use the Standard Form Builder to create sections.
Drag and drop sections from the right panel.
Edit or delete sections using the Edit (✏️) or Gear icons.
Click Save (top-right corner) when done.
For PDF Forms
Go to Forms Settings and click Create a New Form.
Enter Form properties (Name, View Type: PDF, Description).
Click Confirm.
Click Import PDF and upload your file.
Add Smart Fields, checkboxes, and text boxes as needed.
Click Apply Fields and Import with Fields.
Adjust field placements and attributes as needed.
Publishing a Draft Form
Go to Forms Settings > Draft tab.
Click the three dots (⋯) beside the Form.
Select Publish.
Tip: Ensure the Form Type is correct before publishing.
Accessing Forms in Mobile
Service Visits
Technicians can access Forms from the Report section of a Job Visit:
Assigned Tasks – For completing Task-level Forms.
Forms Section – For completing Job or Visit-level Forms.
Project Visits
Forms are available under the Forms section of a Project’s Daily Report.
Completing Forms in Mobile
Form Type | Steps |
Task Forms | 1. Open Assigned Tasks in the Technician Report. |
Job / Visit Forms | 1. Open Forms in the Technician Report. |
Project Forms | 1. Open the Project Visit from My Visits or the Projects menu. |
Accessing Completed Forms in Web
Completed Forms can be viewed from:
Job Report > Visit Tab
Tasks Section (for Task Forms)
Forms & Attachments Section (for Job/Visit Forms)
Field Reports > Forms Tab on the Project Page (for Project Forms)
Adding Forms to Job Report PDFs
You can include completed Forms in a Job Report PDF before sending it to a Customer.
To attach Forms:
Go to the Job Page > Reports & Invoices tab.
Select the desired Job Report.
Attach the completed Form before sending.
Editing Completed Forms
Form Type | How to Edit |
Job / Visit / Task Forms | 1. Open the Visit Report from the Dispatch Board or Job Page. |
Project Forms | 1. Go to Field Reports > Forms on the Project Page. |
Inline Forms
Inline Forms are simple, custom-field forms that display directly within specific entity pages such as Customer, Property, or Job. They’re part of Forms V2 and allow you to capture unique data points without needing a separate form submission process.
Supported Entities:
Inline fields appear on the following entity types:
Customer
Property
Job
Note: Inline Forms do not appear on Projects, Visits, Tasks, or Quotes.
When to Use Inline Forms
Inline Forms are useful when you want to:
Capture additional information directly on entity creation or edit screens.
Add company-specific fields (e.g., “Customer Since")
Keep important custom data visible without opening a separate form.
Creating an Inline Form
To add inline fields to an entity:
Go to Settings > Forms.
Click Create a New Form.
Set View Type to Inline.
Choose a Form Type (Customer, Property, or Job).
Click Confirm.
Once confirmed, use the Form Builder to add your desired fields:
Drag fields to insert a new input.
Customize the field Label, Placeholder, Default Value, and Error Message.
If needed, check Required Item to make the field mandatory.
Click Submit, then Save the Form.
Required inline fields must be completed before you can save the related entity (e.g., Customer or Property).
Publishing and Viewing Inline Fields
After building your Inline Form, go to Forms Settings > Draft.
Click the three dots (⋯) and select Publish.
Once published, your inline fields will automatically appear on the Add, Edit, and Detail pages for the selected entity.
Example:
If you create an Inline Form with Form Type = Customer, the additional field (e.g., Customer Since) will appear under the New Customer screen.
You can make this field required, optional, or tied to a smart field if you want it to populate automatically.
(See example below: a “Customer Since” field now appears directly upon creating a Customer record.)
FAQs
Q: What’s the difference between “Save” and “Submit”?
Save keeps the Form as a draft (not yet visible to Web users).
Submit finalizes the Form and makes it accessible to office users.