The First Steps are normally:

  1. Build a New Form and Dispatch it to the App (Forms > Build / Edit Form).


You may already have forms pre-built and automatically assigned to your account.

  1. Download the App and see the Forms you have built (or the Forms that were automatically added to your account)

  2. Complete the Form in the App and Submit it.

  3. Review the Submitted Form back in the Management Portal (Forms > Submitted Forms)

  4. View the PDF of your Submitted Form (Forms > Submitted Forms > Select Form > View PDF)

  5. Then review the Jobs section where you can create a Job, attach the relevant forms and then Dispatch the Form to a mobile App User.