Climapulse offers a range of standard actions to choose from when starting a new job. These forms differ for refrigeration and heating systems.
Using the Climapulse Form Builder, you can expand the list of actions with custom forms.
This allows you to, for example, create a customized maintenance certificate for use with a specific customer, or create specific checklists that are then added to the work order.
Climapulse recently launched a Form Builder, which includes numerous new features to give our customers even more options when creating forms.
Intrigued? Then be sure to read on!
Instructions
To do this, go to Modules > Forms. If you don't see this, please contact support@climapulse.com so we can activate it for you.
Click Configure to access the management screen. All active, inactive, and
archived forms can be found, consulted, or modified here.
- A published form is active, visible, and usable for performing an action on
an assignment. - A draft has been created but is not (yet) usable for an assignment.
- An archived form was once published but has since been made unavailable. You
can always republish it and use it. You can
find archived forms by clicking the notification at the bottom of the forms.
To create a form, click New in the top right corner. To import and publish a template, click Import.
Optimize your forms: Form Builder
Are you curious about the new widgets now available in the interface for improving and building your forms?
Or do you want to become a true expert in designing professional forms with handy tips and tricks?
If you would like a complete Form Builder manual, please do not hesitate to contact us at support@climapulse.com.