When configuring various workflows and forms within the system, you can utilise a wide range of inputs and elements to create customised questions that shape the mobile experience for both your users and customers. These empower you to tailor interactions, gather specific information, and streamline processes. This guide explains how these inputs and elements work together and can be applied across different areas of the system, providing flexibility and control in designing user-centric workflows.
Configure Questions
In the Questions section, you can add contextually specific questions that will appear on the job.
➡️ Add New Page
The first option is to add a new page. Once you’ve entered the page name, click Save. You won’t be able to configure any inputs until a page has been created.
➡️ Section
The next option is to set a Section. Sections can be used to group specific frames of questions you may need to use.
Example: If you want engineers to gather more specific customer information, you could create a section called “Customer Information” with questions like “Is there an extra contact we should be aware of?”
You can also add a dependency to a section. More information about dependencies is available further in this guide.
➡️ Input Types
This setting allows you to add input questions with specific contexts. The rest of this guide will explain the specific input types available.
- Input: Add any required input field with a label.
- Number: Creates a listed input using numbers.
- Text area: Adds a text area with descriptions as needed.
- Date: Allows the addition of dated inputs.
- Time: Adds a time input.
- Toggle: Adds a toggle switch with measurable options.
- Checkbox: Adds a single or multiple checkbox input.
- Single Checkbox: Adds a single checkbox input.
- Radio: Adds radio button options.
- Dropdown: Adds a dropdown option with selectable choices.
- Input with selection choices: Select choices from an inputted question or phrase.
- Plain text: Adds a plain text input field.
- Decimal: Allows decimal reading inputs.
- Signature: Adds an input for capturing signatures.
- Photo: Adds a module for uploading photos. You can limit the number of photos with "maximum number."
- Non-editable input: Adds an input that the engineer cannot edit.
- Preset input: Yes/No: Adds an input with pre-configured Yes and No options.
- Preset input: Yes/No/N/A: Adds an input with pre-configured Yes, No, and N/A options.
Note: Some inputs may appear differently on different devices.
➡️ Input Options
When entering input types, you can choose to include or exclude them from the job report. Inputs can only be added to a page, and you need to hit the Add new page button first to enable input addition.
You can add inputs by dragging and dropping them from the left-hand column. You have several options in the "add new field" module:
- Required: Makes the input mandatory, preventing the report from being completed unless the input is answered.
- Copy onto invoice: Copies the questions and answers onto the invoice, appearing in the more detailed section of the invoice. Note: You also need to click the ‘Copy engineer feedback’ button when creating the invoice, as it doesn’t display by default.
- Appear on job report: Adds the inputs to the job report PDF that the customer receives at the end of the job.
➡️ Input Types Additional Configurations
After saving your choices, any options configured for your input types will appear on the page. Here, you can customize additional configurations for each input type. Note: Some additional configurations are available only for specific input types.
Additional configuration sub-options:
- Measurements: Specify the unit of measurement for inputs (e.g., cm, kg, °C).
- Defaults: Set a default answer that will be selected automatically. This is not intended to suggest an answer but to reflect the most commonly chosen one.
- Validations: Configure regular expressions for Input input types. Options include:
- Email address validation
- Date validation
- Custom pattern: Create your own regular expression, often used by developers.
- Dependencies: A dependency is a question that, when answered, triggers another input. Dependent inputs won’t appear on the app until the dependency is activated.
- Example: If the question is “Is there mould or mould-like damage present?” and the engineer answers "Yes", a follow-up question like “Have you done a visual or in-depth mould screening?” may appear.
- You cannot create a dependency for an entire page.
- Maximum Number: Available for photo inputs only. This allows you to set the maximum number of photos the input can have. For example, you can set a max of 3 photos to reduce data usage.
- Delete: Delete an input after confirming the deletion.