Custom Forms allow you to design and utilize personalized forms and certificates. These forms can be used for tasks like customer signatures, documentation, checklists, and more.
View Setting
➡️ Profile icon > Settings > Forms > Custom forms > Add new form
You must enable "login on mobile" to access this integration. Navigate to Profile icon > Settings > Users > View > Edit Login Details.
Add a Custom Form
➡️ Add new form
Complete the required fields.
Click Save.
Configure the form questions
➡️ Actions > Set Up Form
Add New Page
Page Type: Choose from Standard, List, Engineer Signature, or Customer Signature.
Add Sections as Needed
Drag and drop sections as required.
Section Name: Appears as a subheading in the active certificate.
Add Input Types
Listed on the left side, drag and drop to add to your form.
Add all your questions
Click Save
For more details, check out Configuring Custom forms
Adding a Word Document
Design and upload the Word document for your custom form this is how you want the PDF of the form to look when completed. You can use the available templates as a starting point if easier. The Word document must be saved as .docx to upload via the Word add-on.
Customizing and Linking the Word Document
Skip to 15m 07secs - How to connect the Word document to Commusoft.
Skip to 15m 50secs - To learn how to link each table in the Word document to the custom form.
For more details, check out Custom Forms & MS Word.
Managing Custom Forms
Editing
➡️ Click Edit > Amend > Click Save
Delete
➡️ Click Delete > Type delete > Click Delete
Download
➡️ Click Download > File will be save to your downloads folder on your PC
Advanced options
➡️ Advanced options > Choose file, upload form > Locate the file > Open
Activating/Deactivating a Custom Form
➡️ Actions > Edit > Tick/Untick "Is Active"
Activate: The form will be available for engineers to fill out on mobile.
Deactivate: The form will no longer appear in the mobile list.
Once activated, engineers may need reinstall the app to ensure the changes take effect.
Reinstalling the App to Sync Custom Forms
The custom form should sync over when added however you may need to reinstall the app to update the data. We recommned you make these changes at the end of the day or out of key business hours. If you do need to reinstall ensure all job information has synced from the app to the web before reinstalling, any unsynced data will be lost.
Uninstall the App: Remove it from the device.
Check for OS Updates: Ensure no pending iOS or Android updates. Complete any updates and reboot. If no updates, simply reboot.
Reinstall the App: Install from the Apple App Store or Google Play Store.
Open & Log In: Ensure the device doesn’t sleep or lock during the download.
Allow Permissions: Enable all necessary app permissions (camera, audio, storage, etc).
Complete Sync: Stay on the app for 5 minutes to finish syncing.
Usage
Once reinstalled, engineers can access the custom form in the app.
➡️ Diary Event > More > Certificate
Templates
The templates are base files ready for customization, so it’s essential to review and test them to ensure they align with your unique needs and industry standards across all platforms—Web, iOS, and Android. Each form downloads in a .zip file (do not extract), and confirm the correct industry is enabled in your account by navigating to Settings > Industries.
Electrical
Gas
Oil
Renewables
Plumbing Services
Blank
How to add a template to your account
Download a template from this article or another commusoft account.
Do not open the downloaded file - If you do it will ask you for a password.
Upload the file into your Commusoft account.
Configure the form questions within Commusoft as required.
Update/design the Word doc as required.
Activate the form.