Forms plug-in
With this plug-in, you can create forms yourself that your client (or the client together with you) can fill out and submit to you. Because you can set up each form according to your own insight, the possibilities are very diverse, such as:
- Handover
- Pre-inspection
- Viewing day
- Reports/notes
- Inventory
- Option to sign
- And more..
In this article, we discuss capturing handover points via the forms plug-in. The plug-in allows you to systematically and documentedly capture all handover points. Its use is simple. Once the plug-in is activated, you can immediately start creating a form.
A handy tip for setting up the forms is to use the option to have standard data (client details, project name, etc.) pre-filled by the system. This saves time and reduces the chance of errors.
It is best to create a form from the organization’s management account. In this way, everyone within the organization works with the same forms and communicates unambiguously to clients. If your organization does not yet have a management account, please contact us.
With the forms plug-in, the process of handling handover points becomes more efficient and transparent. Clients can follow the progress of the points, from the moment they are addressed to the moment of resolution. Moreover, the report with handover points can be digitally signed.
