Create Custom Forms

Create custom forms to use in your business. Used in conjunction with Info-Retriever's mail merge features, each form can be automatically populated with information from the current client or job. Several forms are included which you can customize as needed.



  • Letter
  • Fax
  • Transmittal
  • Memo
  • Daily time sheet
  • Mileage report
  • Expense report


All of these predefined forms are available by going to the Contact or Property view and clicking the Forms menu.

Custom forms in Info-Retriever