Houseman – JotForm Creator

Create New Client Form

Which JotForm account should the new client form be created in?

Select Water Systems

Choose the systems this client has. We'll find the best matching form template.

Select at least one system

Choose Template Form

The best matching master templates for your selected systems. Pick one to clone from.

⚙ Template Library — add your master forms once, scan automatically forever

Client Details

Enter the new client's information. This will configure the form, notifications, and OneDrive storage.

Client / Property Name *

Notification Email(s) * Submission reports will be sent to these addresses.

OneDrive Sub-folder Name PDFs will be saved to: Service Reports / …

📋 Form Pages Toggle to keep or remove each page from this client's form

Creating Your Form…

This takes about 30–60 seconds including moving the form to your team workspace. Please wait.

⏳ Cloning template form
⏳ Removing unused system pages
⏳ Updating form title & settings
⏳ Configuring notification emails
⏳ Attaching PDF to email
⏳ Finalising form
⏳ Moving to team workspace
⏳ OneDrive integration (manual — see step 5)

✅ Form created successfully! Review everything below before sharing with the team.

Form Name —

Form URL Open Form ↗

Systems Included —

Notification Emails

Team Workspace —

⚠ Workspace Move —

OneDrive Folder —

📋 Live Form

—

Share this link with the site team so they can fill and submit service reports.

↗ Open Form

✎ Form Builder

Edit form questions, layout, and settings directly inside the app.

📄 PDF Report Template

Checking PDF cleanup status…

If the PDF still shows extra systems, open the editor → click Delete Template → JotForm will auto-generate a clean PDF from the remaining questions only.

☁ OneDrive Integration Pending

Connect this form to OneDrive so every submission PDF is automatically saved to Service Reports / [Form Title].
Click the button to open JotForm's integration panel right here — sign in with aamin@housemanegypt.onmicrosoft.com, set the folder, and save.