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PDF files - how to add to a Work Order
PDF files - how to add to a Work Order

And how to fill it out in the mobile app

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

PDF Forms are available in our Startup, Business and Pro subscription plans.

Summary

To add a PDF file to a Work Order click the Forms tab and add the file there.

Key Points

  • For techs to see the form, add it through the Add PDF to this work order button

  • For office use (and not seen by the tech) add it through the Upload Manually Filled Form button

  • Add the form to be in each Work Order in a series

  • Add the form to a one-time Work Order

If you need to have the tech fill the form in the mobile app click the Add PDF to this work order button. If you need to have the form attached for office use, click the Upload Manually Filled Form button; forms attached this way will not be seen on the mobile app.

To add a form to an existing Work Order or Work Order series so it can be seen and filled by the tech:

Add the form to be in each Work Order in a series:

  1. Click Edit Series to have this form available for all appointments for a work order

  2. Click the PDF Forms tab

  3. Click Add PDF to this work order

  4. Click the form you want to add

  5. Click Update Series

Work Orders added to a series are saved on an individual basis. A PDF file saved with this week's Work Order will not overwrite the PDF saved in last week's Work Order, for example.

Add the form to a one-time Work Order:

  1. Click the Forms tab

  2. Click Add PDF to this work order

  3. Click the form you want to add

  4. Click click Save

Note To remove the PDF file, click the minus '-' symbol to the left of it in the Forms tab.

Also watch this video:

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