Jobs

Can I Contact a Client from the App Job Page?
Swipe to contact Client from App Job Page   When the App User is viewing the Job Page, the Client and Contact Details are added and the Client’s Email, Ph...
Mon, 5 Jun, 2017 at 2:25 PM
Can I attach an Invoice when creating a Job?
Attaching an Invoice when creating a Job   You can now attach an invoice when creating a job that will automatically be linked to the job. The new Invoice...
Wed, 14 Jun, 2017 at 5:36 PM
What are my Invoice Options?
Invoice Options There are three options for Invoice setup: No Invoice, New Invoice or Attach Job to Existing Invoice   As seen in the image below, ...
Wed, 14 Jun, 2017 at 5:51 PM
Can I add Default Invoices to the Job Type Template?
Job Type Default Invoices   To save even more time, if you are using the Formitize “Jobs Types” feature (an efficiency tool enabling you to create templat...
Wed, 14 Jun, 2017 at 5:56 PM
Can I override the “Job Type" Default Items?
You can override the Job Type default line items or amounts on a per job basis if needed either before dispatching the job or by the user when completing th...
Thu, 15 Jun, 2017 at 12:41 PM
What happens when a Job is dispatched?
Job Type Default Invoices   When the Job is dispatched, both the Job ID and the new Invoice Number are created and shown in the New Job page as highlighte...
Thu, 15 Jun, 2017 at 12:54 PM
Are there changes for the Mobile App User?
The changes made are reflected in the Mobile App also. When the mobile user receives the new job, it will now appear as an entry in the Job Page as below. ...
Thu, 15 Jun, 2017 at 12:58 PM
Where can I find the new Invoice section?
When the job is then opened in the App, the new Invoice section appears under the Job Details as indicated in the red box below: New Invoice Section app...
Thu, 15 Jun, 2017 at 1:03 PM
What happens when I click the Invoice Section?
When the Invoice Section is clicked, it will expand to reveal all invoice details, as below: Expanded Invoice section shows invoice details and Invoice ...
Thu, 15 Jun, 2017 at 1:06 PM
What happens to the new Invoice after it is created from Job?
Invoice Module also Updated The invoice module is also updated automatically with the new invoice details and the Paid Status, as shown in the image bel...
Thu, 15 Jun, 2017 at 1:10 PM