Watch a quick video showing you how to set up the NaturalForms integration
This integration has many steps so it is important you follow the instructions exactly as they appear in the video below:
What is this used for?
The integration will allow you to automatically pull through your Commusoft customer details to the NaturalForms document and save the file as a PDF against a job.
I don't see this in my settings.. how do I get this on my account?
You'll need to get in touch with us at email@example.com and ask us. You will also need an account with NaturalForms before you integrate.
The certificates can only be added on the mobile device.
The following video will outline the mobile integration:
(Please note -- you must also have the app downloaded on the engineer's phone for the certificates to show up in Commusoft).
The first mapped field must be JobID (this means you need an area in your form for the Job ID,
Then you can have any fields you like and map them to the relevant ones in NaturalForms,
The final field must be PDF as instructed in the video above.
You need to ensure that you have a long enough field configured in your NaturalForms templates based on your requirements, to ensure that NaturalForms does not strip the long text.
Other information that can be mapped from Commusoft:
- CustomerName (Includes Customer Title as well)
In case of Landlord, the below fields will need to be passed:
- LandlordName(should include company name)