Form Builder - Checklist and Addendum Table Blocks - Invoicing
Purpose Statement
The Checklist and Addendum Table Blocks in the Form Builder enable users to create structured data collection tables within invoicing forms. These blocks automatically display relevant inspection data when invoices are generated, streamlining the billing process by connecting inspection findings directly to invoice documentation. This feature eliminates manual data entry and ensures accurate billing based on completed inspection activities.
Background Information
The Table Blocks feature integrates inspection data collection with invoicing workflows, providing a seamless connection between field operations and administrative billing processes. Checklist Tables display standardized inspection items with pass/fail or compliance status indicators, while Addendum Tables capture additional findings or notes that impact billing. These blocks are particularly valuable for fire prevention, code enforcement, and EMS billing scenarios where inspection results directly influence invoice generation. The feature requires existing inspection forms and active invoicing module configuration.
Required Permissions
Users need the following permissions to utilize Table Blocks in Form Builder for invoicing:
- Form Builder Access - Create and edit inspection forms
- Invoicing Module Access - Generate and manage invoices
- Inspection Management - View and edit inspection records
- Report Generation - Print and email inspection reports
Video
Step-by-Step Guide
- Move up and down
- Delete (select the X 2 times).
- Default answers can be manually selected when printing or emailing the report.
- Note: The table blocks will only appear in the printed form if there is data in the respective blocks and the Inspection is linked to the Invoice.
Best Practices
- Design checklist items that directly correlate to billable inspection activities to streamline invoice generation
- Use descriptive labels for checklist items that will be clear to both field personnel and billing administrators
- Configure default answers strategically to minimize manual selection during report generation while maintaining accuracy
- Test table block functionality with sample inspection data before deploying forms to field personnel
- Maintain consistency in table block placement across similar inspection form types
- Regularly review and update checklist items to reflect current inspection standards and billing requirements
- Train users on the connection between inspection data entry and invoice generation to ensure proper workflow execution
Troubleshooting & FAQs
Q: Why don't my table blocks appear on printed invoices? A: Table blocks only display when there is data in the respective blocks AND the inspection is linked to the invoice. Verify both conditions are met.
Q: Can I modify checklist answers after the inspection is completed? A: Yes, checklist answers can be manually selected when printing or emailing reports, or when viewing the print page in an Inspection Record.
Q: How do I change the order of table blocks in my form? A: Use the "Move up/down" arrows in the table block options to reposition blocks within your form layout.
Q: What's the difference between Checklist and Addendum Tables? A: Checklist Tables display standardized inspection items with status indicators, while Addendum Tables capture additional findings or custom notes that may impact billing.
Q: Can I use multiple table blocks in one form?
A: Yes, you can add multiple Checklist and Addendum Table blocks throughout your form as needed for comprehensive data collection.
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