Using the FormsPro Integration

How to use the FormsPro Integration

It is important to distinguish the differences between using FormsPro and using the integration; because you may still have forms you need to complete that are outside of the TechPro integration.

• Start a form in TechPro. If you start a form from TechPro, you won’t be able access the started form from FormsPro. Saved forms can be accessed from the Checkout workspace.
• You may not have the same email options on the form when starting from TechPro.
• Use the Back or Save buttons within the apps to move back and forth between products rather than the FormsPro link (on iOS) or switching apps using the device controls.
• Don’t close FormsPro when you’ve started a form from TechPro, as you may lose some of your work. If you must close FormsPro, save your form first.
• A sync will occur if you open a FormsPro form from TechPro without first opening FormsPro and having it running the background. Your forms will open more quickly if you open FormsPro before starting TechPro.
• If you are working offline, and a form was submitted while offline, it will be stored and submitted with the checkout. If it was marked to be emailed when submitted, it will be sent when a connection is made. In addition, if you check out while offline, forms will be stored and submitted with the rest of the work order when a connection is made.

You can access the Forms workspace to complete a form anytime during the work order.