For Arboricultural Consultants working with many clients, you can create one or more clients and use them as ‘templates’ for future actual clients. These templates store the survey forms customised just as you like them.

Create a client with a suitable name (e.g. ‘Template 1’) and customise it’s Survey Forms to be your ideal ‘standard’ – i.e. customise the field names, picklists of common values, mandatory fields, etc.

Every time you create a new client, the survey forms can be copied from one of these templates. They can be further customised for the new client – without changing your template. Read more…