Articles tagged forms
Industry Forms — What Attaches When
Industry forms — HVAC evals, marine boat info, IT equipment lists, chimney inspections — auto-attach to jobs based on the job type. Here's the rulebook for what binds when, and how to fix mismatches.
Setting Up Job Types
Job types are the central switchboard that decides which industry forms attach, which workflow runs, and how a job is reported on. Get them right early — they're tedious to refactor later.