Workyard

Set up guide on how to create form templates for your team members to complete

How To Publish a Form

Learn how to link team members, customers, projects, cost codes or project managers to forms

How To Set Up Workyard Fields

A guide on what unexpected answers are useful for and how to set them up

How To Set Up Unexpected Answers

A guide on how publish drafts, archive forms and manage your library

How To Manage Your Form Library

A guide on the CSV, XLSX and PDF reports you can download for form submissions

How To Download Form Submission Reports

Saving and Completing Draft Form Submissions

Smart Forms Template Library

Calculation Formulas help your teams fill out equipment/material cost totals, invoice markups and more, much quicker and more accurately

Using Calculation Formulas in Smart Forms

View all Smart Form submissions connected to a specific project directly in the Project space.

Smart Forms in Project View

A guide on enabling geolocation and timestamp capture for any question type

How To Capture Location & Timestamp Data in Smart Forms

Timecard Autofill in Workyard Smart Forms automatically pulls worker timecards, hours, projects, and cost codes into forms like daily reports, daily logs, and foreman reports. This helps track cost code…

Timecard Autofill in Smart Forms

Learn how admins can review and correct submitted forms before sharing or processing

How to Edit Form Submissions (Admins Only)

View any form submission as a polished, client-ready report and download it as a PDF.

How to view and download a Professional Report

Alex

Tina

Yesenia Quintana

Smart Forms

Who on my team can view, create and edit form templates and submissions?

Can my team submit forms while offline?

Are there any storage limitations?

Learn how to adjust your iOS or Android photo permissions so images captured in Smart Forms don’t get saved to your personal photo gallery

Prevent Smart Forms Photos from Appearing in Your Phone’s Gallery

Bring your Smart Forms to life in multiple languages with the new AI Translation feature. Instantly translate entire forms - including titles, descriptions, labels, and options - directly from the…

AI Translation in Smart Forms

Want to add a training video link or policy doc link for your crew to review? We've added a new link question type for you to do so!

Link Question Type in Smart Forms

Smart Work Form FAQs

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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