Creating and using job forms

Brisk forms work in two stages.

Creating and using job forms

Brisk forms work in two stages.

Form Library

Admins create reusable form templates here.

The Forms area includes:

  • Form Library
  • Groups
  • Styles
  • Brisk Forms Library

Forms on a job

Open Job → Forms to assign one of those templates to a particular job.

Forms can have due dates and show outstanding or overdue status.

While completing a form, Brisk supports features including:

  • Autosave
  • File attachments
  • Completed PDF output

If the wrong form has been assigned, the assignment can be cancelled.