The Forms feature allows you to create checklists to follow when you arrive at a jobsite.
To create a Form in JobNimbus:
- Log into your JobNimbus account through the web application
- Click on your profile icon or initials in the top right corner
- Select Settings from the drop-down menu
- Under the lefthand Settings menu, open the Forms tab
- Click the blue + Create Form button
This will pull up the Form Details, where you will add the different action items to your checklist:
- Give your form a name
- If needed, further describe the form's purpose
- Choose a Type of task that will be done
The different Types of sections you can add are:
- Checklist - Allows your team member to choose an answer from a set of options.
- Date - Allows your team member to type a date or choose a date from a calendar.
- Dropdown - Allows your team member to choose an answer from a dropdown list of options. This can help keep your form organized if you have several options to choose from.
- Multiple choice - Allows your team member to choose multiple answers from a set of options.
- Number - Allows your team member to type a whole number into a field.
- Paragraph - Allows your team member to type a long answer into a text field.
- Photo - Allows your team member to upload a photo to the form.
Any photo taken while filling out the form will be added to that contact or job's file. - Short answer - Allows your team member to type a short answer into a text field.
- Title the task
- If needed, describe the purpose of that action
- Toggle the switch to make that item required
- Note: if a Photo-type item is marked as required, an option to skip the question (by checking a box next to the words "Not Present") will be available when answering the questions in the form.
- Note: if a Photo-type item is marked as required, an option to skip the question (by checking a box next to the words "Not Present") will be available when answering the questions in the form.
- Duplicate the task
- This will create an identical checklist item within the same form
- Delete the task to remove it from the form
- Add a new task
Once you've finished, click on the blue Save Form button at the top right.
By creating a list of tasks that need to be done when you start a project, you can help increase your productivity and efficiency.
Forms can only be completed through the Mobile App. Check out this article to learn more.