new
Smart Forms
New: Connect Forms to Projects & More!

Connect the dots between your field and office. Add Workyard Fields to your Smart Forms to connect your field documentation to specific projects, customers, cost codes, and more.
This allows your team to:
✍️
Simplify form input
- with preloaded, searchable options based on your data in Workyard, reducing manual entry errors and saving time.🔍
Filter form submissions
by these attributes - helping you quickly find forms related to specific jobs, customers, or team members.📊
Export reports
that include Workyard fields, both in CSV summaries
and PDF
, for cleaner record-keeping and analysis.Whether you’re managing job site reports, safety checklists, or customer-facing documentation, Workyard Fields helps streamline operations and helps your crew get back to the task at hand.
Need help getting started?
Book time with our team and we’ll help you set up your forms to get the most out of it.