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Creating a Form

📋 How to Create a Form in Smarter Launch

This guide walks you through creating a standard form in Smarter Launch that your team fills out during proposal creation. The responses can be displayed to the customer on the proposal or kept internal.

Step 1: Navigate to Forms

  1. Go to Settings

  2. Select Custom Settings

  3. Click Forms

  4. Click Add Form

Step 2: Set Up Your Form

  1. Enter a Form Name (e.g., Pest Control Inspection Form)

  2. Set Form Type to Standard

  3. Choose who fills it out:

    • Team Member (most common)

    • Customer-facing (covered separately)

  4. (Optional) Add a Description

Step 3: Add Form Fields (Questions)

Click Add Form Field to begin building your form.

Common Field Types:

  • Section Title – Organize questions into sections

  • Select (Dropdown) – Choose one option

  • Checkbox / Multi-select – Choose multiple options

  • Radio Button – Single choice

  • Text - single line text input

  • Text Editor – multi-line text input with formatting options

Example Form Field / Question:

  • Input Label on Form / Question: Type of Property

  • Input type: Select

    • Options:

      • Residential

      • Commercial

      • Other

Step 4: Configure Field Settings

For each field, you can:

  • Mark as Required

  • Add a Help Guide (instructions for your team)

  • Allow Custom Input

  • Set Default/Preselected Values

  • Add Comment Fields for responses

  • Customize Label vs Output Value

Step 5: Use Conditional Logic (Optional)

Show or hide questions based on previous answers.

Example:

  • Question: Is there visible pest activity?

  • Follow-up: Type of pests observed

    • Condition: Show only if answer = Yes

Step 6: Save the Form

  1. Click Create

  2. Make any edits if needed

  3. Click Save or Save & Close

If you are intending to map this form to a PDF, stop here, and please see: Mapping a Form to a PDF

📝 Form Fields Types

Each form demands at least one form field for effective data capture. These fields can be any of the following:

  • Checkbox

  • Date

  • Hidden

  • Initials

  • Multi-select

  • Note

  • Number

  • Page

  • Radio Button

  • Section

  • Select

  • Text

  • Text Area

  • Text Editor

  • Time

For every form field, the following attributes are vital:

  1. Input Label: This display name clarifies the purpose or data expectation of the field.

  2. Input Type: Designate the desired format for data entry.

  3. Default Value: Pre-populated data that can be set for types 'Page' and 'Section'.

  4. Required Field Option: This sets the mandate for the field – whether users must fill it or can skip it.

  5. Help Guide: An optional attribute, this pops up as a '?' on the form. It offers users clarity or guidance on the data entry expected in the respective field.

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