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Project Request Form

Customize the Project Request Form to match your workflow and capture the information you need when creating new projects.

Overview​

The Project Request Form is the form users complete when creating a new project in Readybuild. This powerful form can create multiple records simultaneously:

  • Contact - New customer information
  • House - Property/job site address
  • Project - The project record itself
  • Activity - An initial appointment or follow-up task

This eliminates the need to create each record separately, streamlining the intake process for new leads and projects.

Each section of the form can be customized to:

  • Add or remove fields
  • Reorder fields within sections
  • Change field widths for desktop and mobile views
  • Mark fields as required or optional

Accessing Form Settings​

To customize the Project Request Form:

  1. Go to Main Menu > Projects > New Project
  2. Within the form, locate the section you want to customize
  3. Click the gear icon to the right of the section header
  4. The "Manage Fields" pop-up window will open

Managing Fields​

The Manage Fields window provides several options for customizing each field:

Field Controls​

IconActionDescription
ToggleEnable/DisableShow or hide the field on the form
Width selectorChange WidthAdjust how much horizontal space the field takes
PencilEditModify field properties
TrashDeleteRemove a custom field (system fields cannot be deleted)

Enable/Disable Fields​

To show or hide a field on the form:

  1. Open the Manage Fields window for the section
  2. Find the field you want to modify
  3. Click the toggle switch to enable (visible) or disable (hidden)

Disabled fields will not appear on the Project Request Form but the data field still exists in the system.

Change Field Width​

Fields can be displayed at different widths to optimize the form layout:

Desktop Widths:

  • Full width - Field spans the entire row
  • Half width - Two fields can appear side by side
  • Third width - Three fields can appear in a row

Mobile/Tablet Widths:

  • Fields automatically stack vertically on smaller screens
  • You can customize how fields appear on mobile devices

To change width:

  1. Click the width selector icon
  2. Choose the desired width for Desktop
  3. Choose the desired width for Mobile/Tablet
  4. Changes apply immediately

Reorder Fields​

To change the order fields appear within a section:

  1. Open the Manage Fields window
  2. Click and hold the drag handle (double-bar icon) on the left of a field
  3. Drag the field to the desired position
  4. Release to drop the field in its new location

Edit Field Properties​

For custom fields, you can edit:

  • Field name/label
  • Field type (text, dropdown, date, etc.)
  • Required status
  • Default value
  • Help text

To edit a field:

  1. Click the pencil icon next to the field
  2. Modify the desired properties
  3. Click Save

Form Sections​

The Project Request Form is organized into sections. Common sections include:

Contact Information​

  • Client name and contact details
  • Address information
  • Phone numbers and email

Project Details​

  • Project title
  • Division
  • Project type
  • Description

Assignment​

  • Sales person
  • Designer
  • Estimator
  • Project manager

Dates​

  • Predicted close date
  • Desired start date
  • Target completion date

Marketing​

  • Lead source
  • Campaign
  • Referral information

Adding Custom Fields​

To add a custom field to a section:

  1. Open the Manage Fields window for the desired section
  2. Click + Add Field (if available)
  3. Configure the new field:
    • Enter the field name
    • Select the field type
    • Set required status
    • Configure any additional options
  4. Click Add Field
note

Custom fields must be created in Settings > Form Fields before they can be added to specific sections. See Form Fields for more information.

Best Practices​

Keep It Simple​

  • Only show fields that are needed when creating a project
  • Additional information can be added after the project is created
  • Too many fields can slow down the project creation process

Use Logical Groupings​

  • Keep related fields together in the same section
  • Order fields in the sequence users naturally think about them

Consider Required Fields Carefully​

  • Only mark fields as required if they're truly essential
  • Too many required fields can create friction

Optimize for Mobile​

  • Consider how the form appears on tablets and phones
  • Use appropriate widths for mobile users in the field

Test Changes​

  • After customizing the form, create a test project to verify the layout
  • Check both desktop and mobile views

Resetting to Default​

If you want to restore the default form layout:

  1. Contact your Readybuild administrator
  2. They can reset form configurations to system defaults
warning

Resetting form configurations will remove all customizations. This action cannot be undone.