You may need to create forms such as risk assessments which cannot be created through Commusoft, but by creating a custom certificate this will provide you with a sheet the engineers can fill in on-site.
In order to set your custom certificates up go to your system setting, scroll down to the 'Certificates' section and select the 'Custom certificate' option. From this page, you'll be able to use the form on the left to enter the title and descriptions for your various certificates. After filling these in, click 'Add certificate. This will save the template and allow you to configure it by clicking 'Configure certificate' on the right-hand side.
The configuration page allows you to design the specifics of your certificate. The required fields, marked with an asterisk, will let you name the question as well as selecting a 'Question type' (dropdown of options, open text field, etc.) depending on how you wish to collect your responses. You can also mark the questions as required using the checkbox on the right if you wish the remove the ability for your customers to skip them. Once you've configured the questions to your liking, simply click 'Save question' to add them to your certificate.
If you do not see this option in your system, this is probably due to your subscription type. This feature is available on the Paperless Office plan and above. If you'd like to use this, please contact Commusoft sales on 0230266266.