Forms · 5 min read

Create a custom form with AI

Describe the information you need and let SiteSurvey create the form structure, fields and testing requirements.

LMLee Moss · DirectorUpdated 23 July 2026
A useful prompt explains the type of work, where the form will be used, what must be recorded and what evidence is required.
  1. 01

    Open the form assistant

    Go to Forms, choose Add New, then select the AI-assisted option for creating a new form.

    SiteSurvey new-form options for starting with the AI assistant or creating a form manually.
  2. 02

    Describe the job

    Explain the type of survey, installation or commissioning activity the form needs to support in plain language.

    SiteSurvey AI Form Assistant ready for a plain-language description of the form to generate.
  3. 03

    List the required data

    Include details such as product information, IP and MAC addresses, test results, photographs, notes or signatures.

  4. 04

    Review the generated structure

    Check the sections, field labels and required evidence in the form designer before publishing the form.

    SiteSurvey form designer showing reusable question types, editing controls and a form preview workspace.
  5. 05

    Customise and publish

    Edit anything specific to your process, then save the form to the library ready for assignment.

Good to know

  • ✓A detailed prompt produces a more useful first draft.
  • ✓Ask for required photographs or sign-off explicitly when they are essential.

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