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[PU-005] Form Templates

# [PU-005] Form Templates

What is it?

Recreating the same form for every job type wastes time. Form Templates lets you create reusable templates that your team can fill out consistently across jobs — from checklists to inspection reports. Build a form once and use it everywhere, ensuring every technician collects the same information the same way.

How it Helps Your Business

  • Field Techs: Always have the right form ready for the job — no guessing what needs to be filled out or missing important fields.
  • Office Staff: Standardize data collection across your entire team, making it easier to process and review completed work.
  • Managers: Ensure consistency and quality across all jobs by defining exactly what information gets captured.
  • Customers: Receive uniform, professional reports regardless of which technician completed the work.

Essential Details

Key Capabilities

  • Create a form once and reuse it across all jobs of that type
  • Standardize data collection across your entire team
  • Build a library of templates for different job types
  • Easy customization — adjust templates anytime as your needs change

Getting Started

To enable Form Templates, go to Settings → Marketplace in your Out-Smart back office. Find the Form Templates Power-Up and click Activate. This Power-Up works alongside the Forms Power-Up. Once enabled, you can start building your template library from the Forms section.

Related Features

  • [Forms](forms.md) — The foundation that powers all your digital forms
  • [Visual Forms](visual-forms.md) — Design templates with a drag-and-drop visual editor
  • [Certificates](certificates.md) — Generate certificates from completed form data