Complete a form on site

Forms replace your paper certificates, checklists and report sheets. Your admin chooses which templates your company uses; you fill them in from the job on your phone.

Filling in a form

1. Open the job and tap the Forms tab. Templates are grouped by category (Fire Alarm, Emergency Lighting, General and so on).
2. Tap the form you need. Details like the job reference, customer and your name are filled in for you where the template has those fields.
3. Work through the fields. In table sections, tap + Add row for each extra line.
4. Signatures are drawn on screen with your finger. Each signature box is labelled (engineer, customer and so on), so the template decides whose signatures are needed. Tap Clear to redraw.
5. Tap Save Draft if you're interrupted, or Submit when you're done.

On the Battery Calculator Check Sheet, the required battery capacity works itself out from the currents and times you enter. It's marked auto and can't be typed over.

You need signal to save or submit

Saving a draft and submitting both need a data connection. Nothing is stored on the phone in between, so if you're in a plant room or basement with no signal:

• don't close the form or leave the page (you'll be warned if you try with unsaved changes)
• if you see Save failed — check connection or Submit failed — please try again, move somewhere with signal and tap the button again

Your answers stay on screen while the page is open.

Drafts

A saved draft stays on the job, marked Draft on the Forms tab, until you come back to it. Drafts belong to the engineer who saved them: if two of you are on the job, your colleague won't see your draft.

Required fields are only checked when you submit, so you can save a half-finished draft at any time.

After you submit

The form is locked to the job with your name, the time, and a reference like BF-00123-F1. It shows as Form Submitted, and each form can only be submitted once per job. The office sees it straight away.

If a form comes back to you

If the office spots a problem, they can send the form back for correction. You'll see a Forms to redo card on your home screen and a note on the job's Forms tab saying it was returned, with the reason.

The returned form starts blank (apart from the details filled in automatically), so you'll need to complete it again. For a small correction, it's often quicker to ask the office to edit the submitted form instead.

Photos

Photo fields on a form don't take pictures themselves. Add photos on the job's Photos tab instead; the form will remind you.

Still stuck? Email support@engineeros.uk