---
title: "Using Custom Forms in Aspire Mobile"
slug: "using-custom-forms-in-aspire-mobile"
tags: ["Language - English", "Area - Scheduling", "Product - Aspire Mobile", "Industry - Landscaping", "Type - Task (How-To)", "Role - Scheduler", "Skill Level - 2 (Intermediate)"]
updated: 2026-06-15T19:18:15Z
published: 2026-06-15T19:18:15Z
canonical: "guide.youraspire.com/using-custom-forms-in-aspire-mobile"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Custom Forms in Aspire Mobile

# **Purpose**

The *Custom Forms* feature allows you to use forms and checklists that match your unique workflow needs when working in *Aspire Mobile*. Use forms to capture critical information and reduce paperwork.

Whether you want to use *Clock-In, Clock-Out, Start Ticket,* or *Complete Ticket* forms, this tool gives you the flexibility to build and use forms specific to your business.

With customized forms, you can gather consistent data, standardize processes, and elevate productivity!

> [!NOTE]
> **Note:** Custom Forms must be created and published in Administration before they appear in Aspire Mobile. Only Crew Leaders can access Custom Forms in the mobile app.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-oatfuwia.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

# **Requirements**

✅ To create *Custom Forms*, you need to have *System Admin* assigned to your user role.

✅ To view reporting related to *Custom Forms*, you need to have *View Mobile Forms Report* added to your user role.

✅ To see *Custom Forms* in the *Time Entry* screen or in the *Work Tickets* module, you need to have *Full Access to Schedule Board* added to your user role.

# **Form Types**

There are four types of *Custom Forms* that can be created and displayed in *Aspire Mobile*.

The types are:

- Clock In Custom Forms
- Clock Out Custom Forms
- Start Ticket Custom Forms
- Complete Ticket Custom Forms

For *Complete Ticket* forms, you can publish multiple forms and associate them with different services. Once a *Complete Ticket* form has been published, it must be assigned to one or more services before it will become available for display on the mobile device.

*Start Ticket* forms must also be published and assigned to one or more services before they become available on mobile devices.

When a crew leader marks a work ticket as complete in *Aspire Mobile*, if a service has a form assigned, Aspire displays the form and collects information from the crew leader.

# **Setting up Custom Forms**

To create a new form, head to your *Administration Settings*. Click on *Application*, and then *Custom Forms*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-4ym8uor9.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

- Select *New* to create a new *Custom Form*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-ndhwlebk.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

- The *New Form* screen appears. You’d complete the form, select the Form Type, and complete the mandatory fields, and also add any additional fields as needed.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-g52b8vvu.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

In this example, we need to create a work ticket complete form to add to certain services we know will be performed onsite. We created a *Form Name*, and selected the *Form Type* of *Complete Ticket*. The *Version Number* will be grayed out, and that’s because this number automatically gets updated by Aspire when you are creating or updating a form.

After the name and type have been entered, it’s now time to make the form questions.

- Click the gray plus icon to create a new form question.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-bx7zpvfv.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

- You can enter a *Field Name*, choose to check the box to make a response *Required* for your question, type the *English Description* and *Spanish Description* and select what type of response you want with the *Field Type* dropdown.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-pk6r03px.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

You can configure different Field Types based on the following options. Each Field Type determines how Aspire collects responses from Crew Leaders.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-fr1m53qe.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

The different *Field Types* are:

- **String -** Allows responses in sentence form.
- **Date** - Allows crew leaders enter a date as a response.
- **Whole Number** - Allows responses as numbers with no decimal point.
- **Decimal Number** - Allows responses as numbers that allow a decimal point.
- **Checkbox -** Provides Crew Leaders with a checkbox to select when they see the custom form question.
- **Currency -** Allows Crew Leaders to respond to the custom form question with dollar and cent values.
- **List -** Allows Crew Leaders to select from a drop down of canned selections.
- ***Temperature, Wind Speed,** and **Wind Direction** - Aspire uses a service called OpenWeather to auto-fill the temperature, wind speed, and wind direction when Crew Leaders are online, or they can manually enter the weather information.

Once your *Custom Form* has been created with all of your questions, you can *Save*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-15n4793c.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

- Select the 3 dot menu and click *Publish.*

*![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-mhp5abah.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)*

🧠Remember, Aspire will only allow you to publish one *Clock In* form and one *Clock Out* form at a time.

With *Complete Ticket* forms you can publish multiple forms and tie them to different services. Once a *Complete Ticket* form has been published, it must be assigned to one or more services before it becomes available on your crew leader’s mobile devices.

## **Assigning a Complete Ticket Form to a Service**

You can assign *Custom Forms* to services individually on the *Service* screen or in *Bulk Actions* under the *Service Catalog*.

- In *Administration*, select the *Estimating* tab and then *Service Catalog*.
- Select your service from the catalog list that you want to attach the *Custom Form*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-1n8fhcyl.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

- In the *Service Details* screen, you can then attach your *Form* to the *Service*. Select *Save* to apply your changes.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-unjcgdmo.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

Start Ticket forms are assigned to services in the same way as Complete Ticket forms using the Start Form dropdown on the Service screen. The *Service* then can be used on *Opportunity Estimates*.

Once the Opportunity is In Production:

- Start Ticket forms appear when the Crew Leader selects Start Ticket.
- Complete Ticket forms appear when the work ticket is marked as Complete.

After setting up your *Custom Forms*, your Crew Leaders can begin using them with *Aspire Mobile.*

We will show examples of each form type in the next section!

# **Using Custom Forms in Aspire Mobile**

When *Custom Forms* are published in *Aspire Desktop*, they will appear in *Aspire Mobile.*

Only Crew Leaders can access *Custom Forms* to use during their daily workflow. Their responses are synced to *Aspire Desktop* for your office staff to use.

## **Completing Clock In Forms**

Crew Leader Camille is starting her workday. When she opens *Aspire Mobile* and clicks *Clock In*, she sees a custom form that she needs to complete.

The form asks for things like:

1. If equipment got loaded into her truck for the day.
2. If her tires got inflated.
3. If the blinker on her vehicle is working.

Camille responds to each question on the form with a response. When she's done, she clicks *Submit*. Her clock in is complete and the form responses are saved.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-p1n6ua1c.gif?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

### Completing Start Ticket Forms

Custom Forms can be configured to appear when a Crew Leader begins work on a ticket. Start Ticket forms are commonly used for safety checklists, compliance documentation, or site-specific confirmations that must be completed before work begins.

When a Start Ticket form is published and assigned to a service, Aspire Mobile will display the form when the Crew Leader selects **Start Ticket**. The Crew Leader must complete and submit the form before proceeding with the work ticket.

For example, a Start Ticket form has been attached to a service that requires a pre-job safety check.

- Have all required PPE items been inspected?
- Are there any visible site hazards?
- Has the client been notified that work is beginning?

Once the form is completed and submitted, the responses are saved with the work ticket and synced to Aspire Desktop for reporting and review.

## **Completing Work Ticket Completion Forms**

*Custom Forms* also can be displayed for your *Crew Leaders* to complete before a work ticket is marked as completed. This makes sure that your team in office receives important information before the next work ticket is started.

In the example below, a *Work Ticket Completion Form* was set up and attached to the service that Camille and her crew services during their shift.

Camille and her team just finished installing plants at her clients’ property. Before completing the work ticket in *Aspire Mobile*, she sees a *Complete Ticket* form pop up.

The form asks two questions:

1. What was the wind speed during the job?
2. What was the temperature while you were onsite?

Aspire uses a service called OpenWeather to auto-fill the temperature and wind speed when Crew Leaders are online, but Camille can manually enter 15 mph for the wind speed and 65 degrees for the temperature on the form if she wants to overwrite the values.

Once she confirms the details, Camille clicks *Submit*. The form information gets saved with the rest of the completed work ticket information.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-5zc3h0zc.gif?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

## **Completing Clock Out Forms**

If a *Clock Out Form* is turned on, when Crew Leaders use the *Clock Out* button, the custom form that has been set up will appear.

Crew Leader Camille is finishing up her shift. She opens *Aspire Mobile* and selects *Clock Out* to end her day.

First, Camille confirms she wants to clock her and her crew out. Then a *Clock Out Form* appears.

The form asks:

1. Did anyone from the team leave early today?
2. If yes, who left early?

Camille goes over her team's attendance, checking if anyone left early and enters in the requested information. Then, she clicks the *Submit* button.

*📌Note:* The form will not appear if the crew leader only clocks out another crew member.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-n2rbckuh.gif?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

All form responses captured by *Aspire Mobile* are synced to the *Mobile Forms Report* in *Time Entry* and also in the *Reporting* module.

# **Reviewing Custom Form Responses**

When crew leaders fill out custom forms in *Aspire Mobile*, office staff can review the responses in a few different places in *Aspire Desktop*.

In *Time Entry*, *Custom Form* responses will be attached to the associated time entry. Staff can look at *Time Entry* to see a single submission for a specific work ticket.

In the *Reporting* Module, all form submissions are displayed in the *Mobile Forms* report. The search list view automatically groups together responses by form.

## **In Time Entry**

To review *Custom Form* data for *Clock In* or *Clock Out* forms, you can view individual responses by day on the *Time Entry Screen*.

Let’s say we wanted to review the *Clock-in Form* that Crew Leader Camille submitted on Wednesday the 20th for her crew's job for the *Install Spring Color* work ticket.

- Navigate to the *Scheduling* module, select the *Work Ticket* from the *Schedule Board* and then *Open Time Entry*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-luk1582u.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

- The *Time Entry* screen appears. To view the *Clock In* or *Clock Out* forms, click one of the *Clock Time* entries and the report form information is displayed.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-1vt5ifab.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

The responses to the questions on the *Custom Form* are shown in the report details screen.

Here’s an example of when the *Clock in Form* for Crew Leader Camille is selected:

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-h3ko2t6g.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

## **On Work Tickets**

To view *Complete Work Ticket Form* responses, navigate to the work ticket that was completed.

For work tickets that have a Complete Ticket form attached to their service, a timestamped **Complete Ticket Form** box displays on the work ticket details screen.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-m5at7du2.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

- Select this box to view the submitted questions and responses.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-mzboeq0e.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

#### Viewing Start Ticket Form Responses

For work tickets that have a Start Ticket form attached to their service, a timestamped **Start Ticket Form** box will appear on the work ticket details screen.

Select this box to review the submitted responses.

## **In the Reporting Module**

In the *Reporting* module, all form submissions are displayed in the *Mobile Forms* report. The *Mobile Forms* report includes submissions from Clock In, Clock Out, Start Ticket, and Complete Ticket forms.

Let's say we wanted to see the *Work Ticket Completion Form*s that have been submitted. We would need to review the *Mobile Forms* report in the *Reporting* module.

- Click the *Reporting* module button in the blue side menu.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-05ccvfh0.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

- Choose *Mobile Forms* report under *Administration*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-ytdu9olw.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)

The search list view automatically groups responses by form. Use the available filters to search by form type, service, crew leader, or date range.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-custom-forms-in-aspire-mobile-image-yzyun5fj.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A52%3A18Z&se=2026-11-13T10%3A52%3A18Z&sr=c&sp=r&sig=%2BEj8M%2BYOSWjGFBwY9dqOdGChOjBXIjh40DYLyJAgocA%3D)