Forms

Forms is a module in Conduit that involves digitizing inspection forms that are able to be completed for each individual appointment, removing the need for pen and paper. Our digitized form will match your paper forms and be added to the individual appointment for (7) years. To enable forms, please reach out to the support team.

Type of Forms (Examples)

1. Trailer Inspection Forms

2. CTPAT Forms

3. Arrival Checklists

4. Quality Control Checklists

Customer or Load Type Specific Forms

Forms can also be tailored to apply only to specific customers or specific load types. To set this up, reach out to the support team.

Once set up, these forms behave exactly like standard forms — appearing on qualifying appointments to be completed the same way described below.

Using Forms

1. In the appointment details page, navigate to the Forms section either at the bottom left of the page, or on the Forms tab at the top of the page. Start the forms process by clicking Start on either page.

   

2. Once started, you will be asked to fill out and complete the inspection sheet, which will mimic the paper sheet that your team currently uses. You will also be able to save as a draft, discard changes, or when ready, submit the form.

   

3. Once complete, this form will be marked as Completed. You will also have options to start a new form, view this form, open as a pdf to be downloaded, or make edits.

   

4. Once completed, the form will also show up in the Attachments area, which can also be shared with the carrier by toggling the Share Document button.

   

Frequently Asked Questions