Waldrop Mechanical Services

Saved In-Progress Drafts (Overnight / Multi-Unit Queue)

Every time you add a unit to the batch or tap "Save Draft for Later", your progress is saved to the server so you can turn off your phone and resume tomorrow.

My Submitted Forms (7-Day Technician Edit Window)

Technicians can load and edit forms they personally submitted within the past 7 days.

1. Waldrop Mechanical Services Logo & Outbound Email Relay (HTTPS Port 443)

Upload Official Waldrop Company Logo (PNG / JPG / SVG)

Email Sender Display Name (Shown in Recipient Inbox)

Google Apps Script Email Relay Web App URL (Port 443 HTTPS Bypass)

2. Form Builder & Template Studio

A. Create, Rename, or Delete Forms

New Form Name / Title *

Description

Starter Fields

B. Select Form to Edit & Customize

Configure automatic email rules on submission and add, edit, or hide fields on this form.

Automatic Email Upon Form Submission (For Selected Form)

Automatically Email This Form Upon Submission

Who Should It Be Emailed To?

Custom Email Address(es) (comma-separated)

Add New Field to Selected Form

Section Name *

Field Label / Title *

Field Type

Display Order (#)

Dropdown Choices (comma-separated) — Leave blank on Technician Name to auto-load Technicians from Users

Cross-Reference Target Field Variable ID (Field to auto-fill in background, e.g. hdr_technician_email)

Conditional Visibility (Optional — Hide Field Initially & Show Only Based on Another Answer)

Show This Field ONLY When Question:

Equals Answer (e.g. YES or NO):

Force CAPS LOCK (Uppercase) Required Field (*) Hide Field on Form (Keep in Background for Auto-Fill / Email)

C. Active Form Fields Schema ()

3. Submitted Forms Search & Management

Work Order #

Technician Name

Customer Name

4. User Management & Role Permissions

Create users, set or change user passwords, assign roles (Admin/Developer, Manager, Technician), or delete users.

Full Name (Shown in Tech Dropdown) *

Username / Login ID *

Email Address (Auto-fills Tech Email) *

System Role *

Saved In-Progress Drafts (Overnight / Multi-Unit Queue)

My Submitted Forms (7-Day Technician Edit Window)

Ready to Submit Form — Review & Confirm

Manager Control Center — Search, View, Edit, Print & Email Submissions

1. Waldrop Mechanical Services Logo & Outbound Email Relay (HTTPS Port 443)

2. Form Builder & Template Studio

A. Create, Rename, or Delete Forms

B. Select Form to Edit & Customize

Automatic Email Upon Form Submission (For Selected Form)

Add New Field to Selected Form

C. Active Form Fields Schema ()

3. Submitted Forms Search & Management

4. User Management & Role Permissions

Current Users Directory (Edit User, Change Password, Change Role, or Delete)

5. Customer Database Management

Field Forms Sign In

Saved In-Progress Drafts (Overnight / Multi-Unit Queue)

My Submitted Forms (7-Day Technician Edit Window)

Ready to Submit Form — Review & Confirm

Manager Control Center — Search, View, Edit, Print & Email Submissions

1. Waldrop Mechanical Services Logo & Outbound Email Relay (HTTPS Port 443)

2. Form Builder & Template Studio

A. Create, Rename, or Delete Forms

B. Select Form to Edit & Customize

Automatic Email Upon Form Submission (For Selected Form)

Add New Field to Selected Form

C. Active Form Fields Schema ()

3. Submitted Forms Search & Management

4. User Management & Role Permissions

Current Users Directory (Edit User, Change Password, Change Role, or Delete)

5. Customer Database Management

Email Form #