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How do I review the Forms filled out by the Technicians?

- Click on Customize Forms 

- From the Company dropdown, choose the company you wish to review

  • Click on Review Forms

 

  • Plug in any parameters to help you search or leave the search parameters blank and press Search.
  • If you wish to View or Export a specific completed form, find it in the list of results and press the View & Export button.
  •  from here you can press the Upload to Dropbox button  or the Send PDF Emailbutton.

 

*Note: If you are not seeing any results or you are seeing the results from one of your other companies, you must select the correct company.  To do this, click on Customize Forms. In the upper right corner you can select the appropriate company from the Company dropdown.

  

If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

Chat with us 

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