Forms & Certificates
Build your own personal library of forms & certificates.
Option 1. Use our handy pre-built templates
Choose from an extensive range of templates built in collaboration with industry professionals.
Customise with your logo and association logos
Add notes
Add photos and images within the form
Customer signature box for easy sign-off/confirmation
Designed to be quick and easy to use on your mobile device
Option 2. Create your own forms & certificates using the Form/Cert Builder tool
Fully customisable using a simple ‘drag and drop’ tool.
Add your own:
Headings, text & paragraphs
Illustrations & diagrams that can be drawn on in the app
Images from your phone
Multi tick boxes
Customer signature box
3. Publish your forms & certificates
Once you’ve built your customised forms/certs you’re good to go!
Create your forms/certs using the web version of the app and click ‘publish’
Your forms/certs will then be ready to use across all your mobile devices
Easily send your completed forms to customers in an A4 pdf format
Customer doesn’t have email and need to create a paper certificate or form? No problem: take a picture of completed document, save in the room record, give your customer the completed form and throw away your copy.