How to Create and Manage Professional Forms
Simplify your data collection. This guide covers everything from branding your forms with custom headers to setting up automated internal and public access links
How to Create and Manage Professional Forms
Efficient data collection is essential for high-quality property management. PropertyCareApp’s Form Builder allows you to create customized, professional forms for both internal staff and residents, ensuring streamlined communication and accurate records.
Step 1: Accessing the Form Builder
To begin managing your documents, navigate to the Form Builder menu in the admin dashboard. From here, you can review existing forms by clicking View to see the current layout, including headers, contact information, and active fields.
Step 2: Setting Up a New Form
Click the Add button to start a new project. The setup process is divided into two parts:
Admin Details: Enter an Internal Name that will only be visible to staff in the admin panel.
Public Branding: Fill in the Page Title, Header, Subheader, and Company Contact information that residents will see. You can also upload a Custom Image for the top of the page to match your branding.
Step 3: Defining Form Fields
You have two powerful options for collecting data:
Predefined Fields: Use a library of standard fields created for common property management needs to save time.
Custom Fields: Create unique fields such as "Year of Birth" or specific maintenance questions. You can choose from various formats, including Short Text, Number, Time, Calendar, and File Upload.
Requirements: Any field can be marked as Mandatory to ensure you receive critical information.
Step 4: Configuring Access and Sharing
Once the form is designed, you must decide who can see it:
Access Levels: Set the form to be Public for all customers or restricted to Admin Panel Users only.
Distribution: After saving, use the Action Icon to find your links. You can copy a specific link for the Admin Panel or a separate link for the Web App to share with residents.
Step 5: Reviewing Submissions
Managing responses is handled through a centralized interface:
Navigate to the Forms menu to see a list of all submitted entries.
Click on any individual submission to review the Details provided by the user.