How to Create & Share a Work Order Request Form via Link or QR Code

1️⃣ Access Request Forms

• Click Work Orders & PMs on the left-hand side.
• At the top, click your workspace title.
• Select Request Forms from the dropdown.

Manage existing forms or create new ones for different locations, teams, or work types.

2️⃣ Create & Customize a Form

• Open an existing form or click Create New.
• Settings:
  • Rename the form (e.g., Facility One Work Order Request).
  • Make fields required and pre-fill known details (e.g., Location → Facility One).
• Layout:
  • Add or unhide fields for requesters (e.g., Priority).
  • Hide unnecessary fields (e.g., Requester Phone Number).
  • Organize fields into sections:
    • Click Add Section, rename it (e.g., Work Order Information), set Two Columns, and drag in fields (Title, Priority, File, Notes).
• Click Save for Everyone (top right) when done.

3️⃣ Share the Request Form

• Click the three-dot icon next to the form, then select Share.
• Toggle Create Public Link on.
• Share options:
  • Copy Link to share as a URL.
  • Download QR Code for scanning on any device.

💡 Tip: Print the QR code for easy scanning or add the URL to emails, intranet, or your website so requesters always know where to submit.