⚠️ Note: This article applies to accounts using Forms V3.
Forms V3 is BuildOps' modern forms module for building digital checklists, inspections, and reports that Technicians and office users fill out on Jobs, Visits, Tasks, and Projects. It replaces paper checklists — and the older Forms V2 experience — with a drag-and-drop builder that supports SmartFields, tables, conditional logic, and multi-page layouts.
Common Use Cases
Safety checklists and inspections
Fire & life safety (NFPA/AES/ULC) compliance forms
Preventative maintenance checklists
Daily reports and crew time sheets
Customer- or GC-required PDF forms
Accessing Forms Settings
Hover over Settings.
Click Forms.
You'll land on My Templates, which lists all your Forms V3 templates (Draft, Published, and Archived).
Note: If your account was migrated from Forms V2, your older templates will appear under Legacy Forms.
Ways to Create a Form
Method | Best for |
Create Blank | Fully custom forms you design from scratch |
Add From Template Library | Industry-standard templates (especially fire & life safety) that only need light edits |
Upload PDF | Matching an exact PDF layout required by a customer, GC, or regulator |
Create Blank
Go to Forms → My Templates → + Create New Form → Create Blank.
Enter a Name and Description, then click Confirm. Your form opens in the builder as a Draft.
Drag fields from the left panel onto the canvas.
Click a field to set its Title, mark it Required or Read-only, and configure any format options.
Use the Pages control at the bottom to break long forms into sections (e.g., Site Info, Inspection, Sign-Off).
Preview your form in Mobile view, then click Save Changes.
Add From Template Library
Go to Forms → My Templates → + Create New Form → Add From Template Library.
Browse templates and preview them on the right.
Click a template, then + Open in Editor.
Customize the name, fields, and layout as needed, then Save Changes.
Upload PDF
Go to Forms → My Templates → + Create New Form → Upload PDF.
Enter a Form Name, choose where it can be used (Form Type), and confirm.
Click Import PDF and select your file.
Add text fields, dropdowns, checkboxes, or signature fields on top of the PDF.
Choose whether Technicians see PDF only, or PDF + a plain field view (recommended, since this supports SmartFields).
Save, then publish from My Templates.
SmartFields: Auto-Filling Data
SmartFields automatically pull in information BuildOps already knows — like job number, property name, technician, or date — so Technicians don't have to type it manually.
To add one:
Select a supported field (Text, Multiline Text, Display Text, Number, or Date Time).
In the right panel, choose Smart Field and search for the value you want (e.g.,
job:jobNumber,visit:primaryTech).Mark it Read-only if it shouldn't be edited by the Technician.
Using Tables
Tables let you capture repeated data — like multiple assets, crew members, or materials — on a single form instead of creating separate forms for each.
Drag Table onto the canvas and give it a name (e.g., "Asset Lookup" or "Crew Hours Log").
Add columns using + Text Column, + Dropdown Column, or + Image Column.
Optionally, link columns to SmartFields (e.g., an Asset Lookup table can auto-fill make, model, and serial number once a Technician selects an asset).
On mobile, Technicians can tap + Row to add as many rows as they need.
Managing Your Templates
Edit: Open a template from My Templates, make changes, and click Save Changes. Only new submissions will use the updated version.
Copy: Use the ⋯ menu next to a template to duplicate it — handy for creating a Job version and a Project version of the same form.
Archive: Retire a template while keeping its submission history.
Delete: Permanently remove a template you no longer need.
Note: Only Published templates are available to Technicians. Drafts are never visible on mobile.
Completing Forms on Mobile
Technicians can fill out Forms V3 templates from the Report section of a Job or Project Visit.
Completed forms are saved on the Job, Visit, Task, or Project they were attached to, where office staff can review them, export a PDF, or attach them to an invoice or visit report.
Forms V2 vs. Forms V3
| Forms V2 | Forms V3 |
Best for | Importing existing fillable PDFs | Building structured, mobile-friendly forms |
Includes | PDF annotation tools | SmartFields, tables, conditional logic, template library |
PDF import | Auto-detects fillable fields | Supports PDF upload, but fields must be added manually |
If your account has both enabled, older forms will appear under Legacy Forms while new templates live in My Templates. Migrating a form from V2 to V3 is one-way — it can't be converted back.
Frequently Asked Questions
Q: Is there a limit on the number of fields in a form?
No, Forms V3 does not have a field limit.
Q: Can Forms V3 perform calculations?
Not natively — official calculation support isn't part of Forms V3 today.