Jobs

What does the Bulk Import feature do?
You can upload and dispatch thousands of Jobs at once via our Bulk upload feature. The Scheduler will automatically be updated and all scheduled jobs disp...
Thu, 8 Jan, 2015 at 12:22 AM
How do I set up Schedules for Recurring Jobs?
Set up recurring schedules simply and easily with the integrated scheduler. A fully flexible recurring profile can be set up in seconds.   R...
Thu, 8 Jan, 2015 at 12:23 AM
How do I Add Multiple People to the same Job?
Add multiple people to the same job by firstly creating the Job and assigning it to the “lead” person. Then simply drag and drop the other people assigned...
Thu, 8 Jan, 2015 at 12:24 AM
How do I view a User’s Details?
To View a User’s Details   Double Click on the User’s Name and the User Details page will open.   To leave the User Page, just click of...
Thu, 8 Jan, 2015 at 12:24 AM
How do I schedule my people using the new Formitize Scheduler, Asset and Job Management System?
  Schedule Your People Schedule all of your People on one clean, simple and really easy-to-follow calendar-based scheduler.
Thu, 8 Jan, 2015 at 12:04 AM
How do I schedule my assets using the new Formitize Scheduler, Asset and Job Management System?
  Schedule Your Assets It’s great to have your people scheduled, but you also need to ensure the right equipment is available to do the Job, so we ...
Thu, 8 Jan, 2015 at 12:11 AM
How do I Add Additional People to Created Job?
  Add additional People to a Job by simply dragging the new persons name from the People menu on the left and dropping it on to the created Job in the Sch...
Thu, 8 Jan, 2015 at 12:06 AM
How do I Add the Forms Required?
Add the forms required for the job and if you want to, pre-populate the smart forms with known information such as Customer Name, Address, Job Number and so ...
Thu, 8 Jan, 2015 at 12:13 AM
How do I Add Assets to a Job?
 Add Assets to a job by simply dragging the Asset Name from the Asset list on the left on to the created Job in the People section. If you move the Job, all...
Thu, 8 Jan, 2015 at 12:14 AM
What is Job Type?
  A new feature has just been added to the Formitize New Job creation page called “Job Type”. You can now select a Job Type from the dropdown and m...
Fri, 5 Aug, 2016 at 2:29 PM