Getting Started Guide - New Version April 2016
Getting Started Guide - New Version April 2016
Welcome to Formitize
Hi and welcome to Formitize!
We are delighted you have joined us and we look forward to transforming your business with our ...
Mon, 20 Jun, 2016 at 6:41 PM
How to Download the Formitize App
The App is available from the Apple App Store, the Google Play Store and the Microsoft Store.
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Fri, 17 Jun, 2016 at 2:36 PM
Login to the App using credentials supplied
Once you have downloaded, you will need to enter your login credentials. Please be careful to match the c...
Fri, 17 Jun, 2016 at 2:40 PM
Quick Overview of the Mobile App
Once you have correctly logged in, you will see the main Menu page that looks like this.
Let’s quick...
Fri, 17 Jun, 2016 at 3:07 PM
The
Forms module contains any forms that you have in your account based on
your login credentials. Different User Groups can see differ...
Fri, 17 Jun, 2016 at 3:00 PM
The Jobs module lists both the Quotes and Active Jobs that you have in your account. If you select Jobs and then Active Jobs.
Fri, 17 Jun, 2016 at 3:01 PM
Resources
are “read-only” reference documents and images that can be uploaded in
the Management Portal and then viewed by users in the App....
Fri, 17 Jun, 2016 at 3:03 PM
The Clients Module gives you the ability to view all related customer information and communicate with your customers.
Fri, 17 Jun, 2016 at 3:04 PM
The Accounts Module includes the Quoting, Invoicing & Expenses tools to help manage your business finances more efficiently.
Fri, 17 Jun, 2016 at 3:06 PM
The Diary Module assists in planning jobs and appointments with or without the assistance of the Scheduler.
Fri, 17 Jun, 2016 at 3:07 PM