How to use these forms
We’ll be posting examples of forms to be used with JobTracker. Some of these are from other users, some are composites of the best ideas we’ve seen.
To download the forms, right-click on the link at the bottom of each post, and choose “Save target as…” or “Save link as…“. To use the forms in JobTracker, go to the appropriate settings page (Jobs, Quotes, PO’s…) and click on the “Import Form…” button.
Depending on how your database is set up, you may need to resolve some of the new form fields manually to get everything to work. Open the form, and click on Fields -> Update Unresolved Imported Form Fields.
If you need help, contact us at 866-312-9273.
