Getting Started

New to Formbird FLEET? This section covers the essentials — how the application works, how to manage your account, and what your account type gives you access to.

• Introduction

  Overview of Formbird FLEET and where to start based on your role.

• Using the Application

  Saving records, searching tables, using panels, and commonly used terms.

• Your Account

  Logging in, account settings, and the sidebar shortcut menu.

• Notifications

  Subscribing to and viewing notifications from across the application.

• Conversations

  Adding notes and comments to records and viewing conversation history.

• Access on a Mobile Device

  Using Formbird FLEET on a phone or tablet in the field.

• User Account Types

  Understand the different account types and what each one can access.