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How to Create & Use Forms

Create report templates, forms, questionnaires or checklists to use in the magicplan app.

How to Use Forms in magicplan

Forms help you collect and standardize data in your projects, whether you’re working at the project, floor, room, or object level.

magicplan's Forms feature lets you create custom templates to streamline data collection. Whether you're a contractor, inspector, or restoration specialist, Forms can improve your team's accuracy and save valuable time—directly within the app.

What Are Forms?

Forms are customizable templates built in the magicplan Cloud and filled out in the magicplan app. They contain a set of questions and instructions designed to gather specific information from a project.

You can apply Forms to:

  • Projects
  • Floors
  • Rooms
  • Walls
  • Objects

Once a form is filled out, it can be exported as part of a Report PDF. 

Key Features and Functionality

  • Add and organize questions in a custom format
  • Insert instructions for clarity
  • Group questions using sections for visual organization
  • Drag and drop questions to reorder them
  • Mark questions as mandatory
  • Apply Forms to specific project levels
  • Publish Forms to a workspace for team-wide access

ℹ️ Note: Forms are workspace-specific and cannot be transferred between workspaces.

What Can Forms Be Used For?

Forms are versatile and can be tailored to fit many professional workflows. Here are a few common use cases:

  • Site Assessments: Collect on-site details for inspections, safety checks, or damage reports.
  • Standard Operating Procedures (SOPs): Guide team members through repeatable processes step by step.
  • Quality Assurance Checklists: Ensure work meets internal or client standards.
  • Client Intake Forms: Gather client details and project requirements at the start.
  • Punch Lists: Track incomplete or outstanding items before closing a job.
  • Daily Reports: Log daily progress, labor, materials used, or site conditions.

💡 Tip: Because Forms are customizable, you can build templates that match exactly how your team works.

How to Access & Edit Forms

Create a New Form

  1. Log into the magicplan Cloud.
  2. Click “Forms” from the left menu.
  3. Click the blue “Create Form” button.
  4. Rename your form by clicking the pencil icon next to its name.
  5. Click the pencil icon next to “Apply this form to” to choose where it applies (Project, All Floors, All Walls, All Rooms, or Objects or Object Categories).

Add Questions to a Form

  1. Click the blue “Add Question” button.
  2. Type your question in the text field.
  3. Choose the answer type from the dropdown on the right.
  4. (Optional) Mark the question as mandatory.
    1. This allows you to set the question as a required step when the form is completed. Anyone filling out the form must provide an answer before they can save and exit the form.
  5. (Optional) Set a default value.
    1. This feature allows you to add default responses to a question. Please note that this option is only available for “Text,” “Number,” and “Distance” question types.
  6. Reorder questions using the six dots to the left.
  7. Delete a question with the “–” button.

Available Question Types:

  • Yes / No
  • List (single selection)
  • Multi-select
  • Text
  • Signature (adds a signature with date/time)
  • Distance (imperial & metric)
  • Number
  • Photo (upload or take new)
  • Color (select from a palette)
  • Date and Time

💡 Tip: To add contract language or legal disclaimers to a form, you can add it as a “default value” for a specific question. It will appear in every form.

Add Instructions to a Form

  1. Click the blue “Add Instructions” button.
  2. Type your instructions in the text field.
  3. Reorder instructions with the six-dot handle.
  4. Remove with the “–” button.

ℹ️ Note: Instructions added to a Form are for internal use and will not be visible in the Report PDF. To include visible text blocks in your report, add a question and use the “Add a default value” feature.

Add Sections to a Form

  1. Click the gray “New Section” button.
  2. Type the section title in the field.

To add content to a section:

  • Drag and drop existing questions or instructions into the section or
  • Click the section title, then click “Add question” to create a new question directly below

💡 Tip: To insert a question in a specific spot, open the title field of the question above, then click “Add Question.”

Use Logic to Create Conditional Questions

To add a follow-up (or “child”) question based on a previous answer:

  1. Add a question, and designate the response type as “Yes/No”
  2. Click “Add Logic” under the main question.
  3. Define the condition (Yes or No) and choose the follow-up question.

Publish and Access Your Form in the App

After editing, don’t forget to publish your Form:

  1. In the cloud, click the blue “Publish” button in the upper right.
  2. Open the magicplan app.
  3. Pull down on the home screen to refresh.

Your Form is now available to use!

Fill Out a Form in the App

  1. Tap your project on the app home screen.
  2. Depending on where the Form is applied:

For Project-Level Forms:

  • Tap “Forms” on the Project Dashboard
  • Select the Form
  • Fill it out, then tap back

For Floor, Room, Wall, or Object-Level Forms:

  • Open the floor plan
  • Tap on the floor, room, wall, or object
    • Tablet: Tap the “i” icon in the upper right
    • Phone: Swipe up on the lower bar
  • Tap the “Forms” tab and select your Form

💡 Tip: Forms are sorted alphabetically. To customize the order, add a number in front of the Form title in the magicplan Cloud.