Introduction to Custom Forms - Start Here!

Custom Forms are documents that are completed on tickets to ensure that the sales/repair process is thorough and complete. There are many customizable fields to assign to a form, based on the purpose. Users can create triggers and requirements for forms to be completed by your staff or a customer before the ticket can be completed. Custom Forms also work alongside Qpop Companion to create a customer-facing screen to view and sign digital forms.

A few examples of forms that can be created are:

  • Repair Intake Forms
  • Repair Waivers/Work Authorizations
  • Trade-In Condition Checklists
  • Pre/Post Repair Checklists
  • Device Condition Image Uploads

Admin users can create forms for a specific location or globally (all locations), while Location Admins can create and edit forms for locations where they have access.

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Custom Forms Setup and Additional Resources

Custom Forms: Field Groups and Form Fields

Creating and Working With Forms

Custom Forms: Adding Images to Forms

Custom Forms: Capturing Electronic Signatures on Forms

 

 

START 1.18.X MIG

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