Autofill PDF Forms & Contracts 

Fieldwork Accounts that have access to the PDF forms feature can create contracts, inspection forms and WDI reports + autofill the fillable documents with Company, Customer, and Default information.

1. Through your Settings icon, go to PDF Forms and upload your contract or document OR select one from our database.

2. Name your form and Save/Update
3. Click the [Make this a fillable PDF form] button

4. Add your default values, Merge Field placeholders and section headers (see overview video for more details)
5. Update/Save form.

Once you attach the PDF form to a work order — you can fill it online or through the mobile app to send off to your customer with the completed work order.

 

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Erin

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