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AI Form Generation

Let AI create complete forms in seconds. Simply describe what you need in plain English, and our AI builds a professional form with appropriate fields, logic, and validation.

How It Works​

Simple Process​

  1. Click "Create with AI"
  2. Describe your form need
  3. AI generates complete form
  4. Review and customize
  5. Publish to team

What AI Understands​

  • Industry terminology
  • Common workflows
  • Best practices
  • Compliance requirements
  • Field relationships

Writing Effective Prompts​

Be Specific​

Good prompts include:

  • Form purpose
  • Industry context
  • Key sections needed
  • Special requirements
  • Compliance needs

Examples of Good Prompts​

HVAC Service​

"Create a comprehensive HVAC maintenance form with sections for:
- Unit identification (make, model, serial)
- Operating conditions (temperatures, pressures)
- Component checks (filters, coils, electrical)
- Refrigerant levels
- Customer sign-off"

Property Inspection​

"Build a rental property move-in inspection form that documents:
- Room-by-room condition
- Appliance functionality
- Existing damage with photos
- Utility meter readings
- Tenant and landlord signatures"

Vehicle Inspection​

"Generate a DOT vehicle inspection form with:
- Driver information
- Vehicle details
- Brake system checks
- Tire conditions
- Lights and reflectors
- Safety equipment
- Defects summary"

Prompt Components​

Basic Structure​

"Create a [type] form for [purpose] that includes:
- [Section 1]: [specific fields]
- [Section 2]: [specific fields]
- [Special requirements]
- [Compliance needs]"

Industry Context​

Always mention your industry:

  • "HVAC service company"
  • "Property management"
  • "Fleet maintenance"
  • "Healthcare facility"
  • "Manufacturing plant"

Compliance Requirements​

Specify any regulations:

  • "DOT compliant"
  • "OSHA requirements"
  • "EPA standards"
  • "HIPAA considerations"
  • "ISO procedures"

AI Capabilities​

Form Structure​

AI automatically creates:

  • Logical sections
  • Appropriate field types
  • Validation rules
  • Required fields
  • Help text

Field Selection​

AI chooses optimal fields:

  • Text vs. dropdowns
  • Number formats
  • Date/time fields
  • Photo requirements
  • Signature placement

Smart Logic​

AI adds intelligence:

  • Conditional fields
  • Skip patterns
  • Calculations
  • Dependencies
  • Validations

Industry Knowledge​

AI understands:

  • Standard procedures
  • Common terminology
  • Typical workflows
  • Compliance needs
  • Best practices

Customizing AI Forms​

Review Generated Form​

After AI creates your form:

  1. Check all sections
  2. Verify field types
  3. Test logic flow
  4. Adjust as needed

Common Adjustments​

Field Modifications​

  • Change field types
  • Add/remove options
  • Adjust validation
  • Update labels
  • Reorder fields

Logic Refinements​

  • Fine-tune conditions
  • Add calculations
  • Adjust requirements
  • Enhance flow
  • Add branches

Visual Improvements​

  • Group related fields
  • Add instructions
  • Include headers
  • Improve layout
  • Mobile optimize

Adding Your Touch​

  • Company-specific fields
  • Internal codes
  • Custom workflows
  • Branding elements
  • Special instructions

Advanced AI Features​

Learning from Feedback​

AI improves by:

  • Analyzing edits you make
  • Learning your preferences
  • Understanding your workflow
  • Adapting to industry
  • Refining suggestions

Template Enhancement​

Start with AI, then:

  • Save as template
  • Share with team
  • Version control
  • Continuous improvement
  • Build library

Multi-Form Generation​

Create related forms:

"Create a set of forms for HVAC service:
1. Initial inspection
2. Repair authorization  
3. Work completion
4. Customer feedback"

Industry Packs​

AI can generate complete sets:

  • All HVAC forms
  • Property management suite
  • Fleet maintenance package
  • Safety inspection set
  • Compliance bundle

Best Practices​

Prompt Writing Tips​

Include Context​

"For a commercial HVAC company servicing office buildings,
create a quarterly maintenance form..."

Specify Sections​

"Include these sections:
- Customer information
- Equipment details
- Performance measurements
- Maintenance tasks
- Recommendations"

Mention Requirements​

"Must capture:
- Before/after photos
- Technician signature
- Customer approval
- GPS location
- Time tracking"

Iteration Process​

  1. Start with basic prompt
  2. Review AI output
  3. Refine prompt if needed
  4. Regenerate
  5. Customize final form

Quality Checks​

Always verify:

  • All needed fields included
  • Logic makes sense
  • Validation appropriate
  • Mobile-friendly
  • Compliance met

Common Use Cases​

Inspection Forms​

AI excels at creating:

  • Safety inspections
  • Quality audits
  • Equipment checks
  • Facility walkthroughs
  • Compliance audits

Service Forms​

Perfect for:

  • Work completion
  • Service reports
  • Maintenance logs
  • Repair documentation
  • Installation records

Data Collection​

Quickly build:

  • Customer surveys
  • Employee feedback
  • Incident reports
  • Inventory counts
  • Training records

Specialized Forms​

AI handles complex needs:

  • Multi-phase inspections
  • Conditional workflows
  • Calculation-heavy forms
  • Compliance documentation
  • Technical assessments

Tips & Tricks​

Getting Better Results​

  • Use industry terms
  • Be specific about fields
  • Mention similar forms
  • Include examples
  • Specify format needs

Time Savers​

  • Generate base form with AI
  • Manually add special fields
  • Use AI for sections
  • Combine multiple prompts
  • Build on templates

Avoiding Issues​

  • Don't over-complicate prompts
  • Start simple, add detail
  • Test generated forms
  • Verify calculations
  • Check mobile view

HVAC Maintenance​

Prompt: "Create a comprehensive HVAC preventive maintenance form for commercial units"

AI Creates:

  • Unit identification section
  • Operating parameters
  • Component checklist
  • Refrigerant tracking
  • Filter maintenance
  • Electrical readings
  • Recommendations
  • Sign-off section

Property Inspection​

Prompt: "Build a detailed property condition assessment form for rental units"

AI Creates:

  • Property details
  • Room-by-room evaluation
  • Appliance conditions
  • Safety items check
  • Exterior assessment
  • Photo documentation
  • Damage recording
  • Signature capture

Vehicle Safety Check​

Prompt: "Generate a pre-trip vehicle inspection form for commercial trucks"

AI Creates:

  • Driver information
  • Vehicle identification
  • Brake systems
  • Tire conditions
  • Lights check
  • Fluid levels
  • Safety equipment
  • Defect reporting

Troubleshooting​

Form Too Simple​

  • Add more detail to prompt
  • Specify sections needed
  • Include field types
  • Mention requirements

Missing Fields​

  • List specific fields
  • Use industry terms
  • Provide examples
  • Be explicit

Wrong Field Types​

  • Specify preferred types
  • Give format examples
  • Mention validation
  • Describe usage

Next Steps​