Jobs — job forms

Job forms let you collect structured information at each stage of a pipeline. They're more powerful than free-text notes — you can require a value, validate the format, hide a field unless a previous one is filled, and choose whether the customer can see and answer the field from their portal.

Think of them as the per-pipeline equivalent of intake forms.

When to use a job form

• Capturing structured data: dimensions for a renovation, allergies for a microblading client, regulatory tickbox confirmations for legal work.
• Collecting documents: "Upload your driver's licence", "Attach a photo of the damage".
• Customer self-service: let the customer fill in details before their next stage instead of you chasing them.
• Audit trail: the form values are timestamped and stored on the job so you can prove what was confirmed when.

Building a form

1. Open a pipeline → pick a status → Edit → Job Form.
2. Add fields. Each field has:
   • A type (text, long text, number, dropdown, checkbox, date, file upload).
   • A name (the question).
   • Required — the job can't move past this status until the field is filled.
   • Visible to customer — show the field on the customer portal job detail. When off, only staff sees it.
   • Editable by customer — let the customer write into the field from their portal. Useful for "Upload a photo" + "Describe the issue" pairs.
   • Conditional logic — hide this field unless another field has a specific value. Example: only show "Allergy details" if the "Has allergies" checkbox is ticked.

Customer-visible job forms

When a field is marked "Visible to customer" + "Editable by customer", the customer sees a dedicated section in their portal job view where they can fill it in and save. Their save fires an activity entry on the job's feed so you know they responded without having to refresh.

Where the data lives

Form values are stored on the job row in JSON, alongside an audit-trail entry per save. They show up:

• On the job detail in admin
• On the customer portal job detail (visible fields only)
• In the activity feed
• Exportable via the Jobs report