Overview
Settings and Navigation
To access Ad Hoc Forms, go to Control Panel > Ad Hoc Forms.
Setup Ad Hoc Forms
Create a Name and Title for the form not forgetting to make it active and select when the form is to be used. The message of the form is to be entered and saved. You can use shortcode to drop in a variety of information, and use markdown for formatting.
We added a Default Required checkbox that can be set on the Ad Hoc Form Templates or it can be set when you add the form to the Proposal directly. Any required forms will have be signed by the client before they can accept the proposal. If they hit Accept with pending required forms, we'll display an error indicating which form(s) need to be signed first.
Adding an Ad Hoc form to a Proposal
On the right had side, hit Add... and select the correct form.
Required checkbox can be applied directly to the ad hoc form when adding to the proposal.
The form will appear on the proposal with the ability to click and open. See screenshot below:
FAQs
How can I make it so that when a technician is closing an appointment, they are required to have the customer sign off on the completed work?
You can view and test them by creating one in Control Panel > Ad Hoc Forms. You can enter whatever text you'd like on the form. When viewing it from the appointment, the field to capture the signature will appear.
These can be added on the Appointment Details page under the Forms tab or eventually set up to add automatically through Drip Triggers. Although there's a checkbox for 'Required', currently that functionality doesn't seem to be working.
The only other way to mark a process as required would be through Appointment Custom Fields. These can be created via Control Panel > Custom Fields > Appointments section in the top right.
There you can create your custom field and mark it as required with some additional help text. It would look something like this when creating:
And like this in the appointment:
Working on getting the ad hoc form to be truly required on an appointment if marked as such so that an actual signature can be captured instead of plain text. Will update when that process is done.
