After a series of successful webinars highlighting the versatility of the forms plug-in, we’re compiling all the essential information here once again. With this plug-in, you can effortlessly create forms that can be filled out and submitted by your clients, or together with your clients. Once the plug-in is activated, you can immediately start creating various types of forms.
Types of Forms you can create:
- Blank form: Fully customizable to your liking.
- Pre-inspection: For registering pre-inspection points with your client.
- Handover: For the minutes of the handover process.
- Copy from another project: Import an existing form into the current project.
After creating the forms, they can still be easily modified. You also have the option to have certain data automatically filled in by the system, such as client details and project name, to save time.
During the webinars, various capabilities of the plug-in were discussed:
Pre-inspection: Make the pre-handover a streamlined experience by capturing important points and tracking progress.
Handover: Clients can follow the progress of handover points and sign the report with handover points.
Viewing day: Use the plug-in for viewing days, where clients can make notes for their future residence.
Reports: Create custom forms for keeping track of reports and notes, both for client conversations and internal meetings.
Inventory: Collect necessary information for, for example, major maintenance projects and start the project well-prepared.
Signing: Provide documents with proof of authenticity by easily adding a digital signature.
And more… The possibilities are endless. Effortlessly adapt the forms to the specific needs of challenging situations.
Also read the following articles:
- “The Versatile Forms Plug-In – Capturing Handover Points”
- “Smooth and Certain: Let your client actively monitor the status of their handover points – The 5% Rule”
