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How to Create a Digital Work Order Form for Field Staff

## 🧾 How to Create a Digital Work Order Form for Field Staff
### 📝 Summary
Create a digital work order using the Form Builder so field staff can capture all required data directly from the mobile app. This method is an alternative approach to scheduling jobs using the Work module and allows your field staff to select a Form in the app and complete it before it syncs back.

### ⚙️ Prerequisites
- Admin or Coordinator role with access to **Operations → Forms**
- Dusk FSM mobile app installed for field users (iOS or Android)

### 🧭 Web Path
`Operations → Forms → Form Builder`

### 🚀 Steps to Create
1. Go to **Operations → Forms → Form Builder** and select **Create New**.  
2. Name the form, e.g., *Asphalt Field Work Order*.  
3. Choose one of the following:  
   - 🧱 **Drag & Drop** fields manually  
   - 🤖 **AI Generate:** describe your form using a detailed prompt (e.g., industry, equipment hours, materials used, role)  
   - 📄 **Upload PDF:** attach a paper form; ChatGPT will recreate the layout  
4. Edit fields, reorder, or delete as needed.  
5. In **Settings**, check that **Show on forms and templates in app**.  
6. Click **Save**.

### 📱 Mobile Path
`App → Forms → Select Form`

### 💡 Notes
Add custom columns in **Settings** to control which fields appear in the submission list.

### ❓ FAQs
**Q:** Can I add any field as a column heading including customer names to the list view?  
**A:** Yes, add it under **Settings → Columns**.

**Q:** Can I export submissions?  
**A:** Yes, you can view or export to PDF.

### 🧩 Troubleshooting
**Form missing in mobile app:**  
- Check **Show on forms and templates in app** is enabled.

**Completed Form missing on the web:**
- Pull down on the Dusk FSM Mobile App Dashboard to perform a manual **Sync** if the form isn't showing back in the web browser after completing it.

Updated on October 30, 2025

How to Create a Digital Work Order Form for Field Staff

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