Custom Mobile Forms
  • 16 Dec 2024
  • 2 Minutes to read
  • PDF

Custom Mobile Forms

  • PDF

Article summary

Aspire allows you to create custom forms for crew leaders to complete on mobile devices. These forms can be designed to collect company-specific information before, during, or after work on a job site. Before a form becomes available for use, it must be created and published by an administrative user.

Form Types

Aspire supports four types of custom forms:

    • Clock In
    • Clock Out
    • Start Ticket
    • Complete Ticket

Each form type is triggered based on when it’s needed in the work process. Crew leaders can fill out a Clock In form at the start of the day, a Clock Out form at the end of the day, and multiple Complete Ticket forms as work tickets are marked complete.

Start Ticket Custom Form

Use the Start Ticket custom form to support OSHA requirements or other site-specific needs before work begins. This form allows Crew Leaders to complete a safety assessment or other necessary checks before starting work, directly embedding compliance and safety protocols into the workflow. While primarily designed for safety assessments, Start Ticket forms can be customized to serve any purpose, attaching a set of questions to specific services or workflow triggers to meet diverse site requirements.

Complete Ticket Forms

Your company can create and publish multiple forms for Complete Ticket forms and associate them with different services. 

Once a Start Ticket or Complete Ticket form is published, it must be assigned to one or more services before it becomes available on mobile devices. When a crew leader marks a work ticket as complete, Aspire will display the form if it’s linked to that service, allowing the crew leader to submit relevant information.

Clock In and Clock Out Form Info Display

Office personnel with Full Access to Scheduling Board permission enabled to their user role can view information from the Clock In, and Clock Out forms from the Time Entry screen, as shown in the image below. If a Clock In or Clock Out form is available for viewing, the label on the clock time entries will be represented as hyperlinks (underlined).

Complete Ticket Form Info Display

Users can view Complete Ticket form information for a ticket from the Work Ticket screen by clicking the View Ticket Form icon or from the Scheduling Board screen by right-clicking on a tile and choosing the View Completed Form option. In each case, Aspire will display the Work Ticket Handling screen.

Field Types

Each form can be defined to collect whatever fields of information the administrative user defines. The following field types will be supported for crew leader responses in any form created by administrative users:

    • Text – Type in free-form text.
    • Date – Select a valid date.
    • Whole Number – Enter a number with no decimal point.
    • Decimal Number – Enter a number that allows a decimal point.
    • Currency – Enter a number to be represented as dollars and cents.
    • Checkbox – Provide a labeled check box.
    • List – Allows you to select one item from a pre-defined list.

There are additionally three special-purpose field types. When fields of these types are displayed in the Crew Mobile app, Aspire automatically fills in their values by querying the Yahoo weather service based on the device's location provided internet connectivity is immediately available.

    • Temperature
    • Wind Direction
    • Wind Speed

The values for these fields can be updated or overridden by the crew leader on the form regardless of whether service data is available.


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