📚 Help & Documentation

Everything you need to build professional forms

🚀 Getting Started

QuantumFlex SmartForms lets you create professional forms in minutes. Here's how to build your first form:

Create a New Form

From your dashboard, click "Create New Form". This opens the form builder with a blank canvas.

Set Your Form Title

Click on "Untitled Form" at the top and type your form name (e.g., "Weekly Time Card" or "Equipment Inspection").

Add Fields

Drag fields from the left panel onto your form. We have 11 field types: Text, Email, Phone, Number, Date, Time, Text Area, Dropdown, Checkbox, Table, and Signature.

Configure Properties

Click any field to select it. The right panel shows properties you can edit: label, placeholder text, required status, and width.

Save Your Form

Click "Save to Cloud" to save your work. Your form is automatically assigned a shareable link.

📝 Field Types

Field Use For Example
Text Names, IDs, short answers Employee Name, Part Number
Email Email addresses (auto-validates) Contact Email
Phone Phone numbers Mobile Number
Number Quantities, measurements Quantity, Temperature
Date Calendar dates Inspection Date, Due Date
Time Times (with picker) Start Time, End Time
Text Area Long text, notes, comments Description, Notes
Dropdown Select from predefined options Department, Supervisor, Status
Checkbox Yes/No, agreements, checklists I Agree, Task Complete
Table Repeating data, time logs, line items Time Card, Invoice Lines
Signature Sign-offs, approvals Employee Signature

Field Width Options

Each field can be set to different widths for side-by-side layouts:

💡 Tip: Side-by-Side Fields

To place fields side by side: Set the first field to 50% width, then set the second field to 50% width and uncheck "Start New Row".

📊 Tables & Auto-Calculations

Tables are the most powerful feature in SmartForms. They let you create repeating rows with automatic calculations - perfect for time cards, invoices, cost sheets, and inspection logs.

Table Column Types

Column Type Description
Text Free text entry
Number Numeric values only
Date Date picker
Time Time picker
Dropdown Select from your defined options

🧮 Calculation Column Types

SmartForms includes powerful auto-calculating columns for invoices, time cards, and cost sheets:

Calculation Symbol Description Example
Sum (Σ) Σ Add multiple columns together Subtotal + Tax = Grand Total
Multiply (×) × Multiply two columns Quantity × Price = Line Total
Subtract (−) Subtract one column from another Gross Pay − Deductions = Net Pay
Time Diff (Δt) Δt Calculate hours between times Clock Out − Clock In = Hours
Percentage (%) % Calculate percentage of a column 13% of Subtotal = Tax

⚙️ Calculation Settings

Each calculation column has additional options:

⏱️ Time Difference Calculation

The Time Diff (Δt) calculation automatically computes hours worked between two time columns:

Clock In Clock Out Hours (Δt)
07:00 AM 03:30 PM 8.5 ← Auto-calculated!
06:00 AM 02:15 PM 8.3 ← Auto-calculated!
10:00 PM 06:00 AM 8.0 ← Overnight shift works!
Total: 24.8
🎯 How to Set Up Time Calculation
Add a Table field

Drag "Table" from the field palette onto your form.

Add Column 1: Clock In

Click "+ Add Column", name it "Clock In", set type to Time.

Add Column 2: Clock Out

Click "+ Add Column", name it "Clock Out", set type to Time.

Add Column 3: Hours

Click "+ Add Column", name it "Hours", set type to Time Diff (Δt).

Select Source Columns

In the "Time Columns" dropdowns, select Clock In as Start and Clock Out as End.

Set Decimal Places

Choose 1 or 2 decimal places for hours (e.g., 8.5 = 8 hours 30 minutes).

✅ What Gets Calculated Automatically
  • Hours worked = End Time − Start Time
  • Overnight shifts = Handled correctly (22:00 to 06:00 = 8 hours)
  • Decimal hours = 8.5 means 8 hours 30 minutes
  • Grand total = Sum of all rows shown at bottom

💰 Invoice / Quote Calculation

Create professional invoices with automatic line totals and tax calculations:

Item $ Qty Line Total (×) GST 5% (%) Grand Total (Σ)
100.00 2 200.00 10.00 210.00
55.00 12 660.00 33.00 693.00
25.00 4 100.00 5.00 105.00
Total: 960.00 48.00 1008.00
🎯 How to Set Up Invoice Calculations
Add Item $ and Qty columns

Create two Number columns for unit price and quantity.

Add Line Total column

Set type to Multiply (×). Select Item $ and Qty as source columns.

Add Tax column

Set type to Percentage (%). Select Line Total as source, enter 5 for 5% GST.

Add Grand Total column

Set type to Sum (Σ). Check Line Total and Tax as columns to sum.

💵 Payroll Calculation

Calculate net pay with deductions:

Gross Pay Deductions Net Pay (−)
1000.00 250.00 750.00
1500.00 300.00 1200.00
800.00 150.00 650.00
Total: 2600.00

Set up the Net Pay column as Subtract (−) with Gross Pay as the first column and Deductions as the second.

Common Table Examples

Weekly Time Card

Columns: Day (dropdown) | Clock In (time) | Clock Out (time) | Hours (time-diff) | Supervisor (dropdown)

Initial Rows: 7

Invoice / Quote

Columns: Description (text) | Qty (number) | Unit Price (number) | Line Total (multiply) | Tax (percentage) | Grand Total (sum)

Initial Rows: 5

Payroll Summary

Columns: Employee (text) | Gross Pay (number) | Deductions (number) | Net Pay (subtract)

Initial Rows: 10

Equipment Inspection

Columns: Item (text) | Pass/Fail (dropdown) | Notes (text)

Initial Rows: 10

⚠️ Calculation Tips
  • Order matters - Put source columns BEFORE calculation columns (left to right).
  • Select sources - Always select the source columns in the dropdown/checkboxes.
  • Tax on subtotal - For invoices, calculate tax on the subtotal (Line Total), not the Grand Total.
  • Decimals - Use 2 decimals for currency, 1 for hours, 0 for quantities.

🎨 Branding & Customization

Make your forms look professional with your company branding.

What You Can Customize

Feature Free Plan Pro Plan
Primary Color ✅ Yes ✅ Yes
Secondary Color ✅ Yes ✅ Yes
Company Logo ❌ Pro Only ✅ Yes
Company Name ❌ Pro Only ✅ Yes
Custom Footer ❌ Pro Only ✅ Yes
Remove "Powered by" badge ❌ Pro Only ✅ Yes
🖼️ Logo Tips
  • Use PNG with transparent background for best results
  • Recommended size: 200-300px wide
  • Maximum file size: 500KB
  • Logo is embedded in the form (works offline)

📤 Export & Share

Share Link

Every form gets a unique share link. Anyone with the link can fill out your form - no login required.

Example: https://smartforms.quantumflexai.com/f/abc123xyz

Export to HTML

Download your form as a standalone HTML file that:

💡 Pro Tip: Tablet Deployment

Export your form as HTML, copy it to your shop floor tablets, and bookmark it. Workers can fill out forms even without internet access!

Print to PDF

  1. Open your form (share link or exported HTML)
  2. Press Ctrl + P (or Cmd + P on Mac)
  3. Select "Save as PDF" as the destination
  4. Click Save

❓ Frequently Asked Questions

How do I delete a form?

Go to your Dashboard, find the form, and click the "Delete" button. This will also delete all submissions for that form.

Can I edit a form after people have submitted?

Yes! Editing a form doesn't affect existing submissions. New submissions will use the updated form.

What's the difference between Free and Pro?

Free: 3 forms, 50 submissions/month, basic branding (colors only)
Pro ($10/month): Unlimited forms, unlimited submissions, full branding, remove "Powered by" badge

How do overnight shift calculations work?

If your End Time is earlier than Start Time (like 22:00 to 06:00), we automatically detect this as an overnight shift and calculate correctly (8 hours in this example).

What calculation types are available?

Five types: Sum (Σ) adds columns, Multiply (×) multiplies two columns, Subtract (−) subtracts columns, Time Diff (Δt) calculates hours between times, and Percentage (%) calculates a percentage of a column.

How do I control decimal places?

Each calculation column has a "Decimals" dropdown (0-4). Use 2 for currency, 1 for hours, 0 for whole numbers like quantities.

Can I hide a column from the footer total?

Yes! Uncheck "Include in Total" for any calculation column to hide it from the footer row.

Can I export my data?

Yes! Go to any form's Submissions page and click "Export CSV" to download all submissions as a spreadsheet.

How do I cancel my Pro subscription?

Go to Account Settings and click "Manage Subscription". You'll keep Pro access until the end of your billing period.

🆘 Need More Help?

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