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.