Forms are how observations, notes, incidents, and checklists flow from the field into the system where the office can read them. Every form is built from a template configured by your organisation, and submissions get filed against the client they relate to — so the right records end up on the right profile automatically.

Drafts autosave continuously — start a form, get interrupted, come back 20 minutes later, and your work is still there.

Step 1
Open Forms and pick a template
Tap Forms in the bottom navigation. The Templates tab lists everything available to you — tap the one you need, like Daily Visit Note. Search at the top if the list is long.
Step 2
Choose the client
Pick the client this form is for, then tap a step to start filling it in. The step list doubles as a progress tracker so you can see what's left.
Step 3
Write your answers
Type into each field. Drafts autosave as you go, so you can step away and pick up where you left off. Required fields are flagged before you can submit.
Step 4
Review and submit
When every step is complete, tap Review to read the whole submission back, then Submit to lock it in. It lands in the Responses tab for your team and manager.

Fill out a form

Open Forms and pick a template

Choose the client

Write your answers

Review and submit

Export form data

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