Custom Forms

Create custom forms for inspections, checklists, and standardized data collection. Forms ensure consistent information gathering across all your work orders.

What Are Custom Forms?

Custom forms are templates you design for collecting specific information. Common uses include:

• Pre-Service Inspections - Document vessel condition before work begins
• Winterization Checklists - Ensure all winterization steps are completed
• Commissioning Checklists - Verify spring readiness
• Sea Trial Reports - Record test results after repairs
• Damage Surveys - Document insurance claims
• Safety Inspections - Verify safety equipment

Using Forms on Work Orders

To fill out a form on a work order:

1. Open the work order
2. Click the Forms tab
3. Click + Add Form
4. Select the form template to use
5. Complete the form fields
6. Click Save

Form Field Types

Forms can include various field types:

Creating Form Templates

Administrators can create form templates in Settings → Custom Forms.

To create a form template:

1. Navigate to Settings → Custom Forms
2. Click + Create Form
3. Enter a form name and description
4. Add fields by dragging from the field palette
5. Configure field properties (required, default values, options)
6. Arrange fields in the desired order
7. Click Save Form

See Settings → Custom Forms for detailed form building instructions.

Viewing Completed Forms

Completed forms appear in the Forms tab of the work order:

Click any form to view or edit its details.

Printing Forms

Forms can be printed or exported to PDF:

1. Open the completed form
2. Click Print or Export PDF

Printed forms include your company branding and all completed field data.