Form Designer · Guides

Start here. Build your first form.

Three short guides to get started with Form Designer: find your way around the window, build your first form, and bring in a form you already use. Read them in order the first time.

  1. Find your way around

    The parts of the Form Designer window: the top bar, the view dock and its menus, the panels on each side, and the toolbar on the item you pick.

    Read the guide →

  2. Build your first form

    Build a short Site Visit Report from a blank page: job details, a section, six questions with two rules, a test run, then save, download and import it into ServiceM8.

    Read the guide →

  3. Bring in a form you already use

    Open a form you already use in ServiceM8: what comes in, how to compare it, Tidy a converted form and Apply a look, then download it and import it again.

    Read the guide →

Take all three with you: PDF · Markdown

How-to guides
Good form design · Video series Every form has three users Short videos on forms your techs fill in fast, your customers understand in 10 seconds, and you can change next year. Watch the series →
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