> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/mobile-app/general-mobile-app/use-forms.md).

# Use forms

Forms help employees collect structured information during a job.

Use them for checklists, inspection reports, and service forms.

{% hint style="info" %}
This page covers the shared mobile flow.

Use it for cross-platform guidance.

For screen-specific steps, use [iOS - OutSmart App](/mobile-app/ios-outsmart-app.md) or [Android - OutSmart NEXT](/mobile-app/android-outsmart-next.md).
{% endhint %}

### Before you start

The form must already be available on the work order.

This can happen automatically through the work type, or be added manually.

### Complete a form in the app

{% stepper %}
{% step %}

### Open the work order

Open the correct work order in the app.
{% endstep %}

{% step %}

### Open the form section

Go to the form that belongs to the work order.
{% endstep %}

{% step %}

### Fill in the fields

Complete the required fields and review the entered values.
{% endstep %}

{% step %}

### Save the form

Save the form result so the data stays linked to the work order.
{% endstep %}

{% step %}

### Send the work order

When the job is complete, send the work order so the form result returns to the **BackOffice**.
{% endstep %}
{% endstepper %}

### What can affect form behaviour

Form availability depends on your setup.

Your administrator can decide which forms sync to the app and whether a form is required before the work order can be sent.

### Common use cases

Use forms in the app for:

* inspections and maintenance checks
* service reports
* safety and compliance steps

### FAQ

<details>

<summary>Why do I not see the expected form?</summary>

The form may not be linked to the work order.

The device may also need to synchronise first.

</details>

<details>

<summary>Can a form be required before sending?</summary>

Yes. Your company can make forms mandatory in the app settings.

</details>

<details>

<summary>Where do completed forms go?</summary>

They stay linked to the work order and return to the **BackOffice** when the work order is sent.

</details>

### Related topics

* [Complete a work order](/mobile-app/general-mobile-app/complete-a-work-order.md)
* [Synchronise the mobile app](/mobile-app/general-mobile-app/synchronise-the-mobile-app.md)
* [Link forms to work orders](/marketplace-packages-and-power-ups/power-ups/forms/link-forms-to-work-orders.md)
* [Forms](/marketplace-packages-and-power-ups/power-ups/forms.md)


---

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