Skip to main content

Ability to Add Multiple Instances of the Same Form in One Job Booking

Feature RequestJobsFormsPortalApp

Description:

Provide the functionality to add the same form multiple times within a single job booking. This feature would be particularly beneficial for locations with multiple structures or units, such as Retirement Villages, Strata complexes, Schools, Caravan or Holiday parks, where each unit might require its own service, inspection, or pre-start report.

User's Original Request:

"Ability to add the same form multiple times in 1 job booking."

Developer's Insight:

The request highlights a significant workflow challenge for businesses that service multi-structure locations. By allowing multiple instances of the same form within a single job, we can streamline the data entry process, reduce redundancy, and enhance the efficiency of the "Common" pre-populate feature.

Proposed Solution:

  1. Form Duplication: Enable users to add multiple instances of the same form within a single job booking.

  2. Form Differentiation: Introduce a mechanism to distinguish between different instances of the same form. This could be achieved by allowing users to amend each report title or by automatically appending a unique identifier to each form instance.

  3. Enhance "Common" Pre-populate Feature: With the ability to add multiple forms, the "Common" pre-populate feature becomes more effective, especially when units have similar construction characteristics.

Posted by Office DTS ·
Status: In Review6 comments

Log in to comment and vote

Comments6

  • Leadsafe Inspections

    •

    Jul 10

    my company inspects multifamily properties where each dwelling unit requires an individual report. It would be a game changer for us if we could attach multiple forms to a single job to keep all forms together in one place. Currently there is no way for us to tie all the forms together in the customers CRM

  • NG-Scheduling

    •

    Jul 10, 2025

    Hi, can we please have an update??

  • Office DTS

    •

    Mar 6, 2024

    We have forms for servicing equipment. Many sites have several units of the same type and we service them at same visit the service form serves as certificate so need separate form for each piece of wquime

  • Michelle Lawler

    •

    Mar 5, 2024

    We would find this very helpful too, at present we upload multiple jobs to work around this issue, as we need one report per cooling tower for Health Dept audits and many customers have more than one cooling tower on site.

  • Keith Azzopardi

    •

    Sep 7, 2023

    Hello @Office DTS,

    Thank you for submitting your feature request regarding the ability to add the same form multiple times within a single job booking.

    To better understand and evaluate the potential implementation of this feature, we would appreciate some additional context.

    Could you please provide a detailed use case scenario describing how you envision this feature working in practice? Specifically, we're interested in understanding the situations or workflows where you see this being beneficial, and any challenges you currently face without this capability.


    Thanks.

    • Termite Solutions South Coast

      •

      Sep 20, 2023

      Hi,

      For us, we have had a few scenarios recently where this would be helpful.

      For properties such as Retirement Villages, Strata complexes, Schools, Caravan or Holiday parks - all under one Location, invoice and job, but multiple structures / units each needing their own service / inspection / pre-start report. We used the Zone feature to distinguish between reports, but since the job only allowed one report of that type, the forms had to each be created via Forms in the app (or we had to enter 22 separate jobs which was even less efficient). Each time searching for the client, selecting the location, then selecting the zone. If we could load multiple reports of the same type, this would also make the "Common" pre-populate feature more effective as all the Units are generally of similar construction.

      There would need to be a way for users to differentiate between reports, as currently it just shows the form title - perhaps amending each report title would be sufficient? That might not help with time efficiency though.