Jobs

What are 'Jobs?'
Jobs let you assign one or more forms to an agent in the field.
Fri, 26 Jul, 2013 at 3:03 PM
What happens when I select 'New Job?'
When you click either the Green ‘+New Job’ tab from the ‘View Jobs’ display or the ‘+New Job’ from the ‘Jobs’ menu on the Dashboard, a new screen will come ...
Fri, 26 Jul, 2013 at 4:31 PM
How do I assign a new job to my field agents?
To dispatch a new job to your agent, select the forms required, the agent, date and time. You can also add an optional title and add any notes you think wil...
Fri, 26 Jul, 2013 at 3:03 PM
What happens after I add new jobs?
All jobs are automatically synced with the agents mobile device and can have fields common across the different forms pre-filled to help agents complete for...
Fri, 26 Jul, 2013 at 3:03 PM
What happens when I select 'View Jobs?'
When you select ‘View Jobs’ from the ‘Jobs’ section of the dashboard, you can view and edit any Job in the system.  Only the Licence administrators can view...
Fri, 26 Jul, 2013 at 4:33 PM
What is 'Job Import' and what does this new feature do?
Job Import enables managers to upload bulk jobs using multiple source documents (including Excel and CSV) into the Job Dispatcher and attach forms and pre-p...
Fri, 17 Oct, 2014 at 12:26 AM
How do I use the 'Import Jobs' feature?
Before importing jobs, please review this checklist: 1. The golden rule of any import is the end result is only as good as the data source, or, p...
Mon, 18 Aug, 2014 at 11:21 AM
What are the latest Jobs Dispatch enhancements?
The integrated Job Dispatcher has been enhanced with some great new features to assist in communication and efficiencies between the office and field users....
Thu, 20 Mar, 2014 at 5:55 PM
What are the other Developments for Formitize?
Other Developments include: 1. De-sensitizing Photo Function When scrolling through a form, it was quite easy to inadvertently open ...
Tue, 13 May, 2014 at 10:18 AM
Are there any other features currently in development?
Yes, there are a couple of features In Development. Here are the details on the next two features to be released: 1. Integrated Scheduler ...
Thu, 2 Oct, 2014 at 7:03 PM