Form Field Data Types

Data Types

  • Related Info - Display existing fields from your database
    • Job Info - Job and Account Info fields
    • Activity Info - Job Activity Info fields such as date, start time, assignee etc.
    • Form Info - Fields from other jobs forms
    • Quote Info - Quote Info fields. NOTE: It is not possible to print quote line items on a Job Form. However, you can print a quote, with or without prices, as part of an activity packet on the Calendar page.
    • PO Info - Purchase Order Info fields
  • Data Input - Create new data entry fields
    • Auto-number - assigns the next available number when the form is added to a job
    • Checkbox - inserts a checkbox
    • Currency - for fields you may want to tally or sum on the calendar or reports. Only numbers are allowed. The field prints with a currency symbol and 2 decimal places.
    • Date - ensures a valid date is entered and allows reporting based on dates
    • Link - use for a hyperlink to a website, or the location of a file or folder on your network. For a website, use the complete address such as For a folder on your local network use the format \\machinename\sharefile\foldername. NOTE: The names cannot contain any spaces. Local network links aren't supported by Mozilla Firefox. Use Internet Explorer instead.
    • List of values - use when you want a field to have a drop down list
    • Multi-line text - for long data entry fields such as notes
    • Number - for fields you may want to tally or sum on the calendar or reports. Only numbers are allowed
    • Text - for data entry fields up to 80 characters


  • Page break - inserts a page break
  • Separator - for section headers to make the form more readable
  • Static Image - attach a file with the image you want to display. The image must be a BMP, JPEG, GIF or PNG file.
  • Static Text - enter text for display only. Does not allow data entry.
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