How do I attach or embed an existing form in Moreaware so employees can fill out during customer interview?
Every time an employee creats a job/customer the form, I'd like it to be there so they don't have to go and search for the form or forget to fill out the form and then attach it.
In order to input data onto a form, you'll need to recreate your form in Moraware JobTracker.
Here's how - Creating Job Forms
To include the form on new jobs automatically, add the form to your Job Template(s). Here's more information on Job Templates - Adding Job Templates