Smart Forms Templates

Ruben Garcia

Is there any Smart Forms Templates that can be used? I wanted to make a smart form that allowed the easy use of Contractor SOW form or something similar to it. I wanted to be able to have contractors fill it out and state their information such as, certifications relevant to work being completed, personnel on site during project, SOW, identified hazards, are permits required, etc., plus any basic contractor company information. Could I then link that form to a spreadsheet that can also update a dashboard??

I'm sorry if that's a lot, I'm new to the platform and curious.

Regards,

Ruben Garcia

Andrée Starå

Hi @Ruben Garcia

I hope you're well and safe!

Yes, to all questions.

Have you explored the Solution Center and the available templates? They can be great starting points.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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HarwoodHS

Hi @Ruben Garcia did you manage to find a suitable template? I am after similar functionality but have yet to find what I am looking for. Cheers