Smart Forms for Q360

Create and distribute end of day reports for technicians, customers, and partners.

TL;DR

Q360 Smart Forms connect employee touchpoints to customizable forms, storing data in Q360 records, collecting signatures, and notifying teams of follow-ups.

Create end of day reports with ease by modifying existing employee touch points to link them to smart forms that can intelligently store customizable PDFs directly into your Q360 on the record. Collect signatures and even notify the scheduling team of follow ups during the sign out process from a job site. Collect images and ensure they're always in the right spot in your records.

Distribution

  • Rubi Works Advanced Calendar Integration
  • Modified Daily Schedule Email

Requirements

  • Q360 API User
  • Cognito Forms Pro account

Want to talk to us or see a demo?

Smart Forms for Q360
Rubi Works LLC, Luka Bajic September 1, 2023
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