How to add timesheet details, supply details, and labour details in a Custom Form

You can configure your Custom Form to include timesheet details, labour details, and even supply details. Follow the steps below in order to add any of these information in your custom form.

In this user guide, we will cover the following scenarios.

• Adding Timesheet details
• Adding Labour details
• Adding Supply details

Downloading Custom Form Template

1. Download your custom form by going to Advanced → Custom Forms and click View beside the Custom Form Name which is basically the form that you need to update.

2. Click Download Template and it will download the Word Document file which you can edit and in this  instance, we will add field codes to capture timesheet, labour, and supply details.

Adding Timesheet Details

1. Open the Word Document template that you've downloaded and add a table with the required field codes to capture timesheet details.

Your table  should look like the following and you can apply formatting changes as required. 

2. After adding the table  with timesheet related field codes, save the document so you can upload it back to Ascora.

Note: If you anticipate to make trial and error or some tests on the custom form, ensure to save a copy of the original file so you have something to go back to when you decide not to proceed with the changes.

3. Go back to Ascora web Custom Form area and click Upload New Template then click Save.

Note: If you navigated away from the Custom Form page, you can go back by clicking Advanced → Custom Forms and click View beside the Custom Form Name that you are editing then click Upload New Template. 

4. Add a custom form question and assign a unique field code and select "Job Timesheets" as the answer type.

Adding Labour Details

1. Open the Word Document template that you've downloaded and add a table with the required field codes to capture labour details.

Your table  should look like the following and you can apply formatting changes as required. 

Note: Don't forget to add the custom form question and select "Job Labour" as the answer type this time.

Adding Supply Details

1. Open the Word Document template that you've downloaded and add a table with the required field codes to capture supply details.

Your table  should look like the following and you can apply formatting changes as required. 

Note: Don't forget to add the custom form question and select "Job Supplies" as the answer type this time.

Testing your Custom Form on your Mobile App

Make sure to do synchronisation first before running a test.

1. Access your job from the mobile app.

2. Navigate to Custom Forms tab and tap the + button and select the form that you are testing.

3. Tap Go button in Timesheets if you're adding timesheet details, and the other Go buttons buttons if you're also adding  labour and supply details.

Click Generate and it should create a PDF version.

4. After generating the form, you should immediately see timesheet details and also labour and supply details if you've added them.

Note: This PDF form is also accessible in Ascora web by going to the Job screen → Attachments tab.