Just like adding any other form to the Job Type you can add a Webform to a Job type template so that it will automatically send to the client, or to a User who is supposed to fill it out.


In the Web Portal, go to Jobs > Job Type Templates > select the Edit arrow for the template that you'd like the Webform to attach to > in the Job Details settings, select the Webform you'd like attached to the job in the Job Details page of the job type > Save. You can select more than one form template.


(Please note: Only forms that have Webforms Enabled will be viewable in the Web Forms dropdown. See: How do I make a Form Template available as a Webform?)



In Job Status updates and future reminders you have to have the placeholder (ctrl + space to add a place for the webform added to your communication) for the communication to automatically send the web form:




If there is detail specific to the web form that needs to be pre filled before the webform is sent, this can be done when creating the job, by going to the Forms tab: