📋 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

Go to Settings
Select Custom Settings
Click Forms
Click Add Form

Step 2: Set Up Your Form

Enter a Form Name (e.g., Pest Control Inspection Form)
Set Form Type to Standard
Choose who fills it out:
- Team Member (most common)
- Customer-facing (covered separately)
(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

Click Create
Make any edits if needed
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

Step 7: Attach the Form to a Proposal Template

Go to Proposal Templates
Open a template
Click Add Form
Select your form

Configure Form Response Visibility:

Enable Allow customer to view form results (optional)
- If disabled, results are only visible internally via the proposal overview and work order
- Expand the Form section to toggle this on

Step 8: Display Form Results in the Proposal

Locate the Form Results section and toggle it on
Rename it if needed (e.g., Pest Control Inspection Results)
Save changes

Step 9: Use the Form in a Proposal

Start a New Proposal
Select your template
Complete pricing steps
Fill out the form when prompted
Click Save & Continue

Step 10: View Results

Form responses will appear:
- In the proposal preview (if enabled)
- In the proposal overview
- In the work order

Key Tips

Use sections to keep forms organized
Add help text to guide your team
Use conditional logic to keep forms clean and relevant
Decide early if customers should see responses

📝 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:

Input Label: This display name clarifies the purpose or data expectation of the field.
Input Type: Designate the desired format for data entry.
Default Value: Pre-populated data that can be set for types 'Page' and 'Section'.
Required Field Option: This sets the mandate for the field – whether users must fill it or can skip it.
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.