Forms

Fill the surveys and checklists your manager sends out — at an outlet, online or off.

A form is a survey or checklist (set up by your manager) that you fill for an outlet — a satisfaction check, a competitor survey, an onboarding questionnaire, and so on. Forms work offline and sync as one piece.

📷 [SHOT: mobile-forms-1] — mobile — Forms overview listing templates and your submitted responses — caption: "The Forms screen lists templates to fill and your past responses."

Fill a form

Open Forms (from the drawer, or Fill Form in the Quick Actions menu).
Tap the template you need.
Pick the outlet the form is about.
Fill in the survey — answer the questions in order.
Tap Complete at the end to submit.

The survey looks and behaves like a normal questionnaire. When you reach the end and complete it, your answers save on your phone and sync up as one piece next time you're online.

Note: Forms work fully offline. Fill as many as you like with no signal — they queue and sync later.

📷 [SHOT: mobile-forms-2] — mobile — A survey being filled, with the Complete button at the end — caption: "Answer the questions and tap Complete to submit."

Forms inside a visit

When you fill a form during a visit, it stays an editable draft until you mark the visit complete. You can go back and change your answers right up until completion, then it's submitted along with everything else from that stop.

The mandatory visit-close form

Some visits have a required form that must be filled before you can finish.

Warning: A required visit-close form is a hard stop — you can't Mark visit complete until it's filled. Optional forms only give a gentle nudge.

Track your responses

The Forms screen also lists the responses you've submitted, each with a status pill:

Submitted — synced to the office.
Pending — saved on your phone, waiting to sync.

You can share a response as a plain-text summary from here too.

📷 [SHOT: mobile-forms-3] — mobile — Submitted responses with Submitted/Pending pills and a share option — caption: "Track which responses have synced, and share any of them."

How it flows

flowchart TD
  A[Open Forms] --> B[Pick a template]
  B --> C[Pick the outlet]
  C --> D[Fill the survey]
  D --> E{Filling inside a visit?}
  E -->|Yes| F[Stays an editable draft]
  F --> G[Submits when you complete the visit]
  E -->|No| H[Tap Complete — submits and syncs]

Open Forms and tap a template.
Pick the outlet the form is about.
Fill in the survey.
On its own, tap Complete to submit.
Inside a visit, it stays an editable draft and submits when you complete the visit.
A required visit-close form must be filled before you can complete that visit.

Best practice: Fill required forms early in the visit, while you have the details in front of you — that way the form gate never holds you up when you're ready to leave.