Forms

The forms plug-in in MyBuildAssist offers flexibility to both clients and project partners for creating customized forms. These can be used for a variety of purposes, such as registering pre-inspection points, managing the handover process, or handling viewing afternoon registrations. They are fully customizable, allowing you to adapt them to your specific project needs.

Once activated, you can easily start creating and submitting forms. They can also be modified at any time, ensuring they remain relevant and up to date. By having client details and project information automatically filled in, the system saves valuable time and reduces manual entry errors.

Several types are available, such as blank, pre-inspection, handover, and the ability to copy forms from previous projects. Each type serves a distinct function, ensuring that project requirements are captured effectively. For example, pre-inspection forms help you track the progress of important inspection points, while handover forms allow clients to follow and sign off on the completion of handover tasks.

Enhancing Workflow and Security with the Forms Plug-in

The plug-in also simplifies communication during viewing days, where clients can make notes about their future residence. Additionally, you can create custom reports, track client conversations, and manage internal meetings with ease. For large maintenance projects, the plug-in allows you to gather inventory details upfront, ensuring smooth project initiation.

To increase security, you can add digital signatures to documents, providing proof of authenticity. This ensures that they have the necessary verification. Whether you’re dealing with simple data collection or complex reporting, this plug-in adapts to meet your needs.

The plug-in streamlines your workflow, reduces administrative tasks, and improves the overall client experience. By offering efficient, accessible, and customizable form management, MyBuildAssist simplifies project execution and boosts customer satisfaction.