How Digital Forms Work in Pebb (Builder, Submissions & Responses)
James Dean
How Digital Forms Work in Pebb (Builder, Submissions & Responses)
This is the how-it-works page for digital forms in Pebb — not a “best form builder” trophy and not a competitor money page. If you need the Spaces model that holds forms, start with What are Pebb Spaces?. If you are comparing all-in-one stacks, use Connecteam alternative or Homebase alternative. Here we walk the product: Space-scoped forms, the builder (text, dropdown, checkbox, file upload), mandatory vs optional, due dates, multiple submissions, fill on mobile, response tracking, permissions, and the limits we will not paper over.
Pebb is an all-in-one employee app (Connecteam-class ops + communications + collaboration). Forms sit next to shifts, clock-in, tasks, and files inside unlimited Spaces, with org-wide chat outside Spaces on Basic. Basic is $2.50 per user per month; Premium is $4. There is no free plan. Trial is the full product, no credit card. Digital Forms are on Premium ($4) — Basic does not include forms. GPS on clock-in is a stamp ± optional near-branch — not live breadcrumbs. No payroll, LMS, or ATS.
Start full trial — no card · Pebb pricing
Product UI walkthrough (screenshots match help): Digital Forms in Pebb — complete guide.
Forms live in Spaces
Every Digital Forms board belongs to a Space. A Space is a room with a member list — a branch, job site, floor, warehouse, hotel, restaurant, or managers-only pod. Turn Digital Forms on for that Space; only members of that Space see and submit those forms.
That is why multi-site ops stop mixing New York tax-file uploads into Boston’s cleaning checklist. One Space per site or crew is the usual pattern. An Everyone Space can carry company-wide onboarding or policy acknowledgement forms when you want one submission list for the whole org. Spaces are unlimited on Basic and Premium — rooms, not billed hubs. Full model: What are Pebb Spaces?.
Chat stays org-wide outside Spaces on purpose. A “where do I upload the certificate?” ping can start in chat; the structured answer still lives as a form response in the right Space — not as twelve screenshots in a WhatsApp thread. Roster and punch siblings: how shift scheduling works in Pebb · how clock-in works in Pebb.
How it works: create and publish a form
On the Digital Forms screen for the Space, use Create Form. Give the form a title and description people will actually understand on a phone (“Team Feedback Survey,” “Opening checklist — Store 12,” “Incident report”).
Form settings that matter in real ops:
Mandatory vs optional — mandatory when every Space member must submit (tax files, safety confirmation, onboarding). Optional when feedback or a one-off request is enough.
Allow multiple submissions — on for recurring checklists, inspections, incident reports, maintenance requests, inventory counts. Off for one-time onboarding, uniform sizes, annual feedback.
Due date — when the submission window has a real deadline.
Notifications — so people know a form is waiting without another personal-number ping.
Then open the form builder.
How it works: builder fields
The builder is for structured employee submissions — not a public marketing form tool and not a full LMS quiz engine.
Common field types:
Text — free answers, notes, short reports
Dropdown — controlled choices (site, severity, shift, department)
Checkbox — multi-select confirmations and checklist items
File upload — photos, PDFs, certificates, receipts (with upload settings as configured)
Mark fields required when a blank answer breaks the process. Save drafts while you still edit. Publish when the Space should see Fill form. Unpublished forms stay out of the floor’s way.
Typical uses that replace paper and Google Forms sprawl inside the employee app: cleaning checklists, safety inspections, incident reports, inventory counts, maintenance requests, uniform size collection, shift handover reports, new-hire onboarding packets, training confirmations, equipment requests, expense-style file drops, and simple feedback surveys.
How it works: fill, submit, track responses
Employees open the Space, tap Fill form, complete the fields (including file uploads from mobile), and submit. Web is fine for desk work; mobile is where frontline submissions actually happen — store door, warehouse aisle, construction gate, hotel floor.
Managers open the form card to see response count, who submitted, and who has not — especially useful for mandatory forms and compliance-style packets. Filter forms by status on the dashboard so published required work does not hide behind optional surveys.
That is the product bet: structured collection next to the roster and the punch, same login as org-wide chat — not a third Formstack login the closer never installs.
Permissions
Inside Space settings, turn Digital Forms on or off for that room. Customize who can create, modify, and view responses so sensitive submissions stay tight:
Who can create forms (often Admins & Managers)
Who can modify published forms (usually tighter than create)
Who can view responses (Managers/Admins vs broader visibility when the form is operational, not HR-sensitive)
Most 11–80 teams let admins and managers build forms and review responses, and let members fill. Lock response visibility when uploads include IDs, tax files, or medical notes your process treats as restricted.
Forms on Premium — how they fit the week
Digital Forms are a Premium ($4) feature. Basic ($2.50) already includes org-wide chat, shifts, clock-in, timesheets, directory, and unlimited Spaces. Premium adds forms plus calls, news feed, Time Off, tasks, wiki, analytics, and SSO — still one seat price, still unlimited Spaces. Trial includes everything so you can test forms before you commit seats.
Week pattern that sticks: publish roster → punch with GPS stamp ± near-branch → coverage in org-wide chat → required Space forms on Premium when checklists and file collection matter — one app. Money context: Pebb pricing · Connecteam pricing hubs · best shift scheduling app for small teams.
Honest limits
Read these before you migrate:
No free plan. Budget Basic ($2.50) or Premium ($4) seats. Forms need Premium. Evaluate with the full trial, no card.
No payroll, LMS, or ATS. Forms are not a learning management system, applicant tracking system, or paycheck engine. Export timesheets toward payroll; keep hiring and training systems of record elsewhere.
GPS is a stamp ± near-branch on clock-in, not live breadcrumbs.
Not a public Typeform / marketing form product. Forms live inside Spaces for employees — not anonymous public landing-page surveys.
Not the deepest conditional-logic / enterprise workflow builder. If multi-branch approval trees and external e-sign are why you bought a specialist forms desk, keep that requirement on the table.
Pebb is Connecteam-class all-in-one on purpose — not a pivot into a standalone forms suite. If that match is wrong for your desk, the trial will show it in a week.
FAQ
Where do forms live?
Inside a Space. Enable Digital Forms on that Space; only Space members see and submit those forms. What are Pebb Spaces?
Are forms on Basic or Premium?
Forms are on Premium ($4). Basic is $2.50 without forms. Trial includes Premium features.
Can employees fill forms on mobile?
Yes. Mobile fill + file upload is the frontline path; web works for desk review and building.
Can forms be mandatory with due dates?
Yes. Set mandatory, due date, and notifications. Track who submitted and who did not.
Do forms replace payroll or an LMS?
No. No payroll, LMS, or ATS in Pebb. Use forms for structured collection; keep wage and training systems elsewhere.
Is there a free plan?
No. Full trial, no credit card. Then pricing.
Where is the step-by-step UI guide?
Digital Forms in Pebb — complete guide in the help center.
Collect structured answers next to the roster
Digital forms in Pebb are Space-scoped builder + fill + response tracking on Premium ($4) — in the same app as chat, shifts, and clock-in, billed per person. No free plan. Full trial, no card. Basic $2.50 / Premium $4.
Start full trial — no card · See Pebb pricing
Sibling reads: What are Pebb Spaces? · how shift scheduling works in Pebb · how clock-in works in Pebb · how team chat works in Pebb · Connecteam alternative · Help: Digital Forms in Pebb

