🛠️ Let tenants and visitors report a fault, like a dripping tap, from their phone without an account. Each building gets its own link to a form you shape, and every report lands as a work request with the reporter's details.
You need the Admin or Owner role, on a computer.
Turn the form on for a building
In the account menu, click Settings, then Public forms under Organization. Every site is listed, with its buildings under it when it has more than one. Edit public reporting form in a site's three-dot menu opens the page with that site already searched for.
Tick Public form on the building. A building without an address asks you to confirm in Enable public form, since only the site and building names will be shown; click Proceed.
Tick Show model if the building has a 3D model, so reporters can point at the room. Click the Form header text cell to write a header for that site or building, in place of the template's, and on the site's row, the Name shown in form. Left empty, the form shows the site's name.
To switch several buildings at once, tick their rows, click Public form or Show model in the bar at the bottom, and choose Turn on or Turn off. A ticked site stands for all its buildings.
Shape the form
Click Edit form template. Write the Header text every form shows.
Order the fields by dragging: Category, Description, Email, Images, Location, Name and Phone. In each field's menu, choose Make required or Make optional. Changes to fields are saved straight away.
Add your Privacy policy link, and switch on Send confirmation emails to reporters when forms are submitted if reporters should hear back. Click Update to save the header text and these settings.
Add text field adds a question with a free answer. Add label field adds a question with a fixed list of answers. Name it, type an option and press Enter for the next. Each option needs a different name. A label field with more than ten options can be searched on the form.
The Category field keeps its fixed list, from Heating/Cooling/Ventilation and Water/Drainage to Elevators, Cleaning and Other. Choose Hide from form in its menu to leave it off the form, and Show on form to bring it back. While it is shown, reporters must fill it in.
Share the link or a QR code
Click Copy form link at the top of the page for the organization's form, where the reporter picks the building, or open the menu at the end of a building's row and choose Copy form link for that building alone. Preview form, at the top or in the row's menu, shows what they will see. Put the link on the intranet or in the lease. For the stairwell or the laundry room, turn it into a QR code with any QR code generator, so tenants open the form by scanning it with their phone. A link or QR code you have put up keeps working when you change the form.
What happens next
The reporter fills in the fields, points at the room on the floor plan or picks the Floor and Room, accepts the terms and clicks Send. The report lands under Work requests with the reporter's details. Members who asked for an email about new work requests get one, and those who chose to follow every new work request are added as collaborators. The reporter gets a confirmation email when that is switched on and they gave an email, and another when the status changes. See Keep the reporter informed.
If it doesn't work
Copy form link is grayed out
The form is not turned on for that building yet. At the top of the page, it stays grayed out until at least one building has the form.
Public form cannot be ticked on the site row
The site has several buildings. Tick each building instead.
Reporters see no Category
The Category field is marked Hidden from form. Choose Show on form in its menu.