Working with Forms and Work Orders

What It Does

The Forms Management feature in SignTracker provides a comprehensive library of templates for work orders, surveys, change orders, and more. These templates streamline documentation and communication processes, allowing users to quickly generate, complete, and manage forms directly within a job.

Video: Forms and Work Orders

Why It’s Important

• Efficiency: Reduces the time required to create and manage various forms by providing pre-designed templates.
• Accuracy: Ensures all required information is captured and saved securely within a job.
• Organization: Centralizes form management, keeping all related documentation easily accessible.

How It Helps

• Streamlines Workflow: Templates cover a wide range of needs, from work orders to subcontractor agreements, ensuring every step is documented.
• Improves Accuracy: Pre-defined fields and templates minimize the risk of missing critical information.
• Supports Flexibility: Forms can be completed on different devices, including desktops, tablets, or even printed for manual completion.

Step-by-Step Instructions

1. Accessing Templates:
   • Navigate to the Forms section within a job.
   • Browse the available templates in the form bank. These templates act as a base for creating new forms.
2. Using a Template:
   • Select a template from the list (e.g., Commercial Sign Work Order).
   • Open the template and fill out the required fields in your browser.
3. Saving Forms:
   • If filling out the form in your browser, download it to your computer before clicking “Submit.”
     • Note: Submitting directly from the browser may not save the data to the job due to browser compatibility issues with Adobe Acrobat.
   • Save the completed form to your job under "Completed Forms" for future reference.
4. Editing and Managing Forms:
   • Open any form from the "Completed Forms" section.
   • Make changes as needed, then re-save or submit the updated form.
   • Delete forms from your local device after uploading to avoid duplication or confusion.
5. Exporting and Printing Forms:
   • Download forms in their original or filled-out state.
   • Print forms for manual use or offline completion if needed.

Pro Tips

• Browser Compatibility: For best results, use a PDF reader to fill out forms downloaded to your device. Submit the completed form after saving to avoid data loss.
• Attach Supporting Documents: For fieldwork, take photos of handwritten notes or measurements and upload them directly to the job.
• Use Descriptions: Each template includes a description to clarify its purpose. Review these descriptions before selecting a template to ensure you’re using the correct form.
• Field Usage: Use forms like Survey Sheets for on-site work and attach them immediately to jobs to avoid losing critical information.

Stay Organized: Regularly review the form library to familiarize yourself with all available templates, such as engineering requests, subcontractor agreements, and change orders.