Getting Started Guide - New Version April 2016

Getting Started Guide - New Version April 2016

Introduction: Welcome to Formitize
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 Do I Download the Formitize App?
How to Download the Formitize App The App is available from the Apple App Store, the Google Play Store and the Microsoft Store. ________________...
Fri, 17 Jun, 2016 at 2:36 PM
How Do I Log into the Formitize App?
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
What Happens After I Log into the App?
  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
What Can I Do with the Forms Module?
    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
What Can I Do with the Jobs Module?
  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
What Can I Do with the Resources Module?
  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
What Can I Do with the Clients Module?
  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
What Can I Do with the Accounts Module?
  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
What Can I Do with the Diary Module?
  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