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  1. Intelligent Mobile Support
  2. FORM BUILDER PRO - Comfort Survey, Site Survey and Custom Forms

FORM BUILDER PRO - Comfort Survey, Site Survey and Custom Forms

The Comfort Survey is included in all Sales Builder Pro packages. The Site Survey is included in Preferred and Premium packages. Custom forms are included in the premium package.

Learn More About Sales Builder Pro Comfort Home Survey

  • Learn More About the Comfort Home Survey

Using Survey Forms

  • Site Survey (Quality Installation Checklist) and Comfort Survey (video)
  • How to create, edit and save a survey form to a job in today's schedule
  • How to edit a survey form after job completion.
  • How do I find a completed survey on my tablet?
  • How can I attach a form to a job completed at an earlier date?
  • Demo - Using the site survey form VIDEO

Sales Management Tools - View Completed Forms

  • Where can Admins view completed surveys?

How to Customize the Comfort and Site Surveys

  • Getting Started: Manage Site Survey and Comfort Survey Forms
  • Forms Glossary
  • How do I edit a Section name?
  • How do I add a border to a survey form section?
  • How do I hide blank sections and questions on a survey form PDF?
  • How do I edit a survey question?
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