Formitize User Guide
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Knowledge base
Formitize User Guide
Getting Started Guide
12
1. Company Set Up
2. Invoice Settings Customization
3. Quote Set Up
4. Accounting Software Integration
5. Users
View all 12
Quick Answers to your first questions
6
What is included in Formitize?
How much does Formitize cost?
Does Formitize integrate with other software?
Where do I get my login details?
What is my password and username?
View all 6
Self Help Topics
2
Why do I see the date 01 Jan 1970?
What is the Resolution Center?
Formitize Account Settings
Overview | Formitize Account Settings
3
Formitize Account Settings | Overview
How do I set up Two Factor Authentication (2FA) ?
Can I change my company's Tax Term?
App
0
FAQ's
33
Where can I view and edit my company account details?
How do I set up the SMS Feature?
Where do I add and edit User Details?
How do I close my Formitize Account?
How do I activate my account?
View all 33
Web Portal
0
App
Overview | App
1
What is the Formitize App? | Overview
Settings
1
Settings on App before logging in
FAQ's
21
What is the name of the App?
How do I view and edit a Submitted Form?
How do I complete a job in the App?
What devices are compatible with the Formitize App?
How do I download the App?
View all 21
Scenarios
0
Users
Overview | Users
1
What are Users?
Settings
0
FAQ's
25
What are the different User Types?
How do I add or create a new User?
What are User Groups?
What are user permissions?
How do I edit or remove users?
View all 25
Scenarios
0
CRM Customer Database
Overview | CRM
2
CRM Customer Database Overview
Overview | Formitize's CRM Contact Management Portal
FAQs
25
How do I delete reminders?
Can I send an email with attachments through the CRM?
What is the Client Portal?
How do I opt in for the Client Portal module?
Where do I find the Client Portal settings?
View all 25
Settings
0
Scenarios
0
CRM Contacts
Overview | Contacts
1
What is a Contact?
Settings
0
FAQ's
52
How do I create a New Contact?
How do I edit a Contact in the Web Portal?
How do I delete a Contact?
How do I add Multiple people to a Contact?
How do I add Multiple Locations for a Contact?
View all 52
Scenarios
0
CRM Contact Merging
0
Sales Pipeline
Overview | Lead Pipeline
1
Sales Pipeline Overview
Settings
0
FAQs
14
What is a Lead?
How do I add a new Lead?
How do I edit Leads?
How do I delete a Lead?
How do I convert a Lead to a Quote, Invoice or Job?
View all 14
Scenarios
0
Email, SMS and Letter Templates
Overview | Email, SMS and Letter Templates
1
Templates Overview
Settings
1
Communication Templates Settings
FAQ's
17
How do I create an Email, SMS or Letter template?
How do I edit / delete a Communication Template?
How do I add Placeholder information to my Templates?
How do I change my Bounced Email Log Notifications?
What is an Email Bounce Log?
View all 17
Scenarios
11
Suggested Template | Booking Reminder Email Template - Job created
Suggested Booking Reminder Email Template | Before Due Date
Suggested Follow up Email Template | After Job is Completed
Booking Reminder SMS Template | Before Due Date
Suggested Follow Up Task Template | After Job Completed
View all 11
CRM Reports
Overview | CRM Reports
1
Overview CRM Reports
Settings
0
FAQs
5
How do I create a Report of my contacts?
How do I include custom variables in a Contact CSV Export?
How do I download a CSV report of a specific client's jobs?
Can I create a CSV report of Tasks?
How do I create a CSV report list of Reminders?
Scenarios
0
Invoices
Overview | Invoices
2
Overview | Invoices
PayNow settings overview
Settings
9
Where do I find Invoice Settings?
Adding or removing a Remittance Advice on the Invoice PDF
Invoice Prefix and Automatic Sequential Numbering
Default Invoice Payment Terms
Integrating CRM Invoicing with your Accounting Software
View all 9
FAQ's
86
How do I create a new invoice?
How do I edit an Invoice?
How do I Delete / Archive an Invoice?
How do I view the Invoice PDF?
How do I save Line Items to add to Invoices?
View all 86
Scenarios
0
Quotes
Overview | Quotes
1
Quotes Overview
Settings
1
Where are the Quotes Settings?
FAQ's
29
How do I create a New Quote?
What is the difference between Quotes and Estimates?
How do I add default attachments to Quotes?
How do I add one off notes and comments to Quotes?
How do I add one off Attachments to a Quote?
View all 29
Scenarios
0
Purchases
Overview | Purchases
1
What are Purchases?
Settings
1
Where are the Purchases Settings?
FAQ's
14
How do I create a New Purchase in the App?
How do I create a New Purchase in the Web Portal?
Purchase Prefix and Automatic Sequential Numbering
How do I edit my default Purchase Order email?
How do I add / edit Purchases Default Email Attachments?
View all 14
Scenarios
0
Items, Tax Rates and Chartered Accounts
Overview | Items, Tax Rates and Chart of Accounts
0
Accounts Settings
2
Where are the Tax Settings?
Expense Account Type / Code settings
FAQs
15
What are Account Types?
How do I set up Tax Rates?
Where do I add new Line Items?
What are Account Codes?
How do I edit Tax Rates?
View all 15
Scenarios
0
Forms
Overview | Forms Module
4
Forms Overview
Overview of Form Builder Fields and Their Applications
Getting/Creating the API Link for a Form Template
What is a repeatable?
Settings
0
FAQ's
168
Will Formitize build my forms for me?
Can I fill out forms in the Web Portal?
How do I edit a drop down field in a Form?
What is a Safety First form?
What is a Kiosk form?
View all 168
Scenarios
11
If I clone a Form Template and edit it, will it affect the original?
Sending database information to form fields
Adding a filter to your form lookup database.
Choosing what you would like displayed in the lookup dropdown
Creating a lookup field
View all 11
Webforms
Overview | Webform
1
Webforms Overview
Settings
2
Webforms Settings
How do I Opt in to Webforms?
FAQ's
26
How do I make a form template available as a Webform?
How can I be notified that a Webform has been submitted?
What are Webforms?
What are the different types of Webforms?
What are iFrame Webforms?
View all 26
Scenarios
1
Job Type Templates with Webforms
Sending Webform from a Job in the App
0
Submitted Forms
Overview | Submitted Forms
1
How do I add my own email content on a Form Template?
Settings
0
FAQs
28
What happens once a form has been submitted?
Where do I find submitted forms?
How do I change the status of a Submitted Form?
How can a Submitted Form automatically create a New Task?
How do you submit a Form?
View all 28
Scenarios
0
Form Reporting
Overview | Form Reporting
0
Settings
0
FAQs
6
What is Form Reporting?
How do I generate a report in Form Reporting?
What are preset Form Report templates?
How do I save and reuse a preset template?
Does scheduled Form Reporting gather data on every form each time it runs?
View all 6
Scenarios
0
Jobs
Overview | Jobs
3
What is a Job?
What is JobLink and how can I share it with a client?
JobLink Settings
Settings
0
FAQs
57
How do I create a new Job?
How do I complete a Job?
How do I edit a Job?
How do I delete a Job?
Can Job Details auto populate fields in forms?
View all 57
Scenarios
0
Job Type Templates
Overview | Job Type Templates
1
What are Job Type Templates?
Settings
0
FAQ's
17
How do I create a new Job Type?
How do I edit or delete a Job Type Template?
Why would I use Job Type Template?
How do I add a webform to a job type template so it will automatically be sent?
Do I have to use Job Types?
View all 17
Scenarios
0
Assets
Overview | Assets
2
Assets Overview
What is Assets Management?
Settings
0
FAQs
36
How do you link an asset to a form?
How do the jobs and Assets link together? (for each asset type)
How do you export a report on Assets?
What is the difference between location and mobile assets?
How do forms and jobs link to the Asset card?
View all 36
Scenarios
0
Resource Documents
Overview | Resource Documents
1
Resource Documents Overview
Settings
1
Settings | Resource Documents
FAQ's
21
Where do I find Resources in the Web Portal?
Where do I find Resources in the App?
How do I add a new Resource?
What are Resource Folders?
How do I add a new Resource Folder?
View all 21
Scenarios
0
Integrations
API
4
How can I access the Formitize API?
Connecting Form Reports to Power BI
Getting/Creating an API Token in order to access data
Connecting to Power BI
Xero Integration
10
How do I integrate with Xero?
What is Xero?
Why would I use Xero?
What does the Formitize / Xero Integration do?
What do I do if the Formitize / Xero integration breaks or stops working?
View all 10
Quickbooks Integration
0
Mailchimp Integration
2
How do I group up specific clients to bulk email?
Mailchimp Integration
Stripe Integration
1
How do I integrate with Stripe?
Inventory
0
Troubleshooting
Troubleshooting
1
Why can't I see my tasks on the App?
API
FAQ's
5
What is an API?
What can the Formitize API do?
What is a Webhook?
What can a Webhook do?
What kinds of integrations can I set up with Formitize?
Functions
8
Asset API Functions
Client and Contact API Functions
Locations API Functions
Lookup Database API Functions
Form and Form Template API Functions
View all 8
Scheduler
Updates on the Scheduler
2
How do I use the Scheduler to assign jobs?
Can I edit Contact details from the Scheduler?
FAQS
24
How do I customise my viewable job information in the Scheduler?
How can I view all of my team's calendars on a mobile device?
How can I use the Scheduler?
Why can I see deleted users in the Scheduler?
How do I add and remove information in the Scheduler?
View all 24
Smart Tables
FAQ's
5
How to use Smart Tables
What are Smart Tables?
How do I create a custom view through smart tables?
I have my View, now what?
Exporting information via Smart Tables
Workflows
Settings
1
How do I Opt in to Workflows?
FAQ'S
11
What are Workflows?
How do I set up a new Workflow in my account?
Can I set up notifications for each stage of a Workflow?
Can I use the workflows module to manage leave requests?
Can I include a copy of the form in my Workflow email notification?
View all 11
Smart Routing
Settings
1
How do I Opt in to Smart Routing?
FAQ's
3
Can Smart Routing be used to route jobs for multiple users?
Can I use Smart Routing in the App?
Where / how do I find Smart Routing?
Tasks
FAQ'S
12
Can I create recurring tasks?
How do I default all tasks to be due at a specific time during the day?
Can I view the history of tasks completed and assigned to a user?
How do I edit a Task Checklist?
How do I create a new Task?
View all 12
