Custom Forms Overview
Build or import checklists and inspection forms in FieldPulse, attach them to jobs, estimates, and invoices, and complete job forms offline in the field.
Setting Up Custom Forms
Turn on Custom Forms from Company Settings in FieldPulse so your team can build checklists, inspection sheets, and forms to attach to jobs.
How to Create a Custom Form
Build a custom form template in FieldPulse, drag in the fields you need, mark which are required or internal, then attach it to a job or customer record.
How to Import and Export Custom Form Templates
Export a finished custom form template as JSON and import it into another FieldPulse account instead of rebuilding every field by hand.
How to Link Custom Forms to Jobs
Attach a custom form to a job in FieldPulse so your techs pick that job’s assets, invoices, and estimates from a dropdown instead of retyping them.
How to Use the PDF Form Filler
Import a PDF into FieldPulse, add fillable fields and signature boxes, and attach the finished form to customers, jobs, projects, and invoices.
How to View Photos and Files on Form PDFs
Turn on image display before you generate a custom form PDF in FieldPulse so the photos your tech took on site appear in the document you send.
Custom Form Field Types and Formulas Details
Look up every custom form field type in FieldPulse, plus how field formulas, related-record fields, and conditional logic work when you build a form.
Custom Forms Offline Mode Details
What custom forms your team can open, create, and sync in the FieldPulse mobile app when there’s no internet connection.
Custom Form Settings Details
Configure each custom form in FieldPulse — name it, set font sizes, choose which records it attaches to, restrict access, and preload email and SMS text.