What forms are for
Custom forms turn your paper checklists into templates your team fills in on site: site inductions, safety checks, pre-starts, quality sign-offs, handover checklists. Every submission is stored against the job or client, so the paperwork is where the work is.
Build a template
- 1.Open Forms and click to create a new template.
- 2.Add your fields: text, choices, checkboxes, signatures and more.
- 3.Save it. The template is now available to fill against any job or client.
Collecting submissions
Your team fills forms from the job, in the browser or in the VexOp Field app. Submissions are timestamped, kept per company, and can be exported as PDFs when a builder or auditor asks for them.
Availability
Custom forms are a Pro plan feature. If Forms is not visible in your account, your current plan does not include it. You can change plans under Settings, then Account, then Plan and billing.
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