Customer Training

Sharpen Your Toolbox

Forms Training

Master field processes with ease.

Designed for busy Assignar users, our live Forms training session will revolutionize how you capture jobsite data, streamline field documentation, and improve team visibility.

 

What you’ll learn in this session
  • Build Custom Digital Forms: Create tailored forms using Assignar’s Form Builder, incorporating advanced features like geolocation, conditional questions, and worker-specific access.
  • Seamless Form Connections: Learn how to link forms to clients, projects, workers, and roles for easy and effective tracking across your operations.
  • Upload and Attach Documents: Centralize information by integrating supporting documents directly into forms.
  • Assign, Test, and Publish Forms: Step through the process of publishing forms to the mobile app, making them field-ready in real-time.

Register for the Webinar

Training details

🇺🇸 North America: Tuesday, January 20, 3:00 PM PT

🇦🇺 Australia: Wednesday, January 21, 10:00 AM AEDT

Live on Zoom

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Agenda

Forms Overview & Navigation
Managing Form Templates
Building a New Form
Testing & Adjusting the Form
Assigning Forms to Roles and to a Work Order
Emailing Form Results
Dockets