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Knowledge base
Getting Started with Formitize
Getting Started
5
What is Formitize?
How can Formitize save my business money?
How does Formitize work?
Where should I start?
Do you have a YouTube Channel?
Introduction
3
How do I find my Management Portal?
How do I log in to my Management Portal?
How do I log out of my Management Portal?
FAQ
3
Do I need an Internet connection to use Formitize?
Can other agents in my company access my unfinished forms?
What are the different types of Formitize users?
Management Portal User Guide
25
What Can I Do with the Management Portal?
How Do I Start Using the Management Portal?
How Do I Complete Forms in the Management Portal?
How Do I Complete a Form?
How Do I Create a New Job in the Management Portal?
View all 25
Getting Started Guide - New Version April 2016
21
Introduction: Welcome to Formitize
How Do I Download the Formitize App?
How Do I Log into the Formitize App?
What Happens After I Log into the App?
What Can I Do with the Forms Module?
View all 21
Using the Management Portal
Welcome to the New Formitize Management Portal
7
What Can I Do with the New Dashboard?
What are the New Features of the Submitted Form Page?
Can I Create and Customize My Own Submitted Forms Pages?
Can I Customize My App and Management Portal?
How Do I Upload a Database?
View all 7
Dashboard
4
What is the dashboard for?
Can I customise my dashboard?
Who can see the dashboard?
What modules are available for the dashboard?
Forms
23
What is the Forms section for?
What happens when I select 'View Forms?'
What happens when I select 'New Form?'
What can I do with 'New Forms?'
What happens when I select 'Start/Resume Form?'
View all 23
Resources
9
What are 'Resources?'
What happens when I select 'New Resources?'
How do I add a 'New Resource?'
What can I do with 'New Resources?'
What happens when I add new resources?
View all 9
Jobs
53
What are 'Jobs?'
What happens when I select 'New Job?'
How do I assign a new job to my field agents?
What happens after I add new jobs?
What happens when I select 'View Jobs?'
View all 53
Tools
4
What is the 'Tools' section for?
How do I create a Customised Report?
How do I use the 'Search Photos' section?
What are tags? What are its uses?
Agents
2
What is the 'View Agents' section for?
How do I add a 'New Agent?'
New Features
19
Formtize Management Portal Overview 2015 1.1 Video
Formitize App Features Demonstration - 2015 1.1 Video
Formitize Scheduler Demonstration 1.1 Video
Can I click on a Website link to open a URL site from within the App?
Can I Import Resource Images into Advanced Drawing Tool?
View all 19
"Safety First" Mobile Solution
7
What is the "Safety First" Mobile Solution?
What Can I Do with the "Safety First" Mobile Solution?
How Flexible are the "Safety First" Forms?
How Does the "Safety First" Mobile Solution Work?
Does Management have Full Visibility of all Safety Information?
View all 7
Specialist OCR Digital Division
5
What are OCR and Data Capture?
How Does Data Capture Help With Accounts Payable?
Why is Formitize involved in OCR?
How can OCR help my business?
Is there a Subscription Model with Free Trial?
New Feature Release: Update Submitted Forms in the App
8
What is Formitize's New Feature Release?
What can I do with the Submitted Option added to Menu?
Can I Filter My Submitted Forms?
What Can I Do with the Custom Submitted Form Tabs?
How Do I Change the Status of a Submitted Form?
View all 8
Using the Formitize App
Getting Started
21
What is a form?
How do I save a form?
How do I change the title of a form?
Where do I find my unfinished forms?
How do I add images to a form from my camera?
View all 21
Android
4
Where do I download the Formitize App for Android devices?
How do I log into the app?
How do I log out of the app?
How do I go into offline mode?
Apple (iPhone and iPad)
4
Where do I download the Formitize App for Apple devices?
How do I log into the app?
How do I log out of the app?
How do I go into offline mode?
Formitize User Guide
Users
12
What are users?
How do I add new Users?
How do I edit or remove users?
What are the different User Types?
What are user permissions?
View all 12
App
10
Can I use the App on multiple devices?
How do I download the App?
How do I force sync the App?
How do I know what version of the App I am using?
How do I update the App?
View all 10
Customizing
5
Can I customize the App logo?
Can I turn sections of the App off so users can’t access them?
How do I add my logo?
How do I select my Account theme color?
What customization options are available?
Management Portal
5
Can I access the Portal on different devices?
How do I access the Management Portal?
How do I Log in to the Management Portal
Is the Portal secure?
What is the Management Portal?
Getting Help
4
Can I speak to Technical Support?
How do I contact Technical Support?
What is the Support Email Address?
Where is the Help Menu in the Management Portal?
Account Details
4
How do I close my Formitize Account?
What Company Account Details can I change?
Where can I view and edit my company account details?
Where do I add and edit User Details?
CRM
3
What is the CRM?
Where do I find the CRM in the App?
Where do I find the CRM in the Management Portal?
Invoices
30
Add your Bank Account details to an Invoice
Adding or removing a Remittance Advice on the Invoice PDF
Can I Convert an Invoice to a Job?
Can I take Card Payments with Formitize?
Default Invoice Email Attachments
View all 30
Quotes
16
Can I Convert a Quote to a Job?
How do I add attachments to Quotes?
How do I add one off notes and comments to Quotes?
How do I add One-off Attachments to a Quote and send in an email?
How do I create a New Quote?
View all 16
Purchases
9
How do I add photos to Purchases in the App?
How do I create a New Purchase in the App?
How do I create a New Purchase in the App?
How do I create a New Purchase in the Management Portal?
Purchase Order Email
View all 9
Accounts
8
How do I add New Accounts?
What are Account Codes
What are Account Types?
What is Account Description?
What is Account Name?
View all 8
Tax
4
How do I delete Tax Rates?
How do I edit Tax Rates?
How do I set up Tax Rates?
Where are the Tax Settings?
Items
5
Are Items for Income or Expenses?
How do I delete Items?
How do I edit Items?
What are Items?
Where do I add Items?
Pipeline
18
Can I have multiple Pipelines?
How do I Add a new Lead?
How do I add Notes to a Lead?
How do I add or edit the Pipeline Stages?
How do I Call, SMS or Email a Lead?
View all 18
SMS
16
Can I edit SMS templates?
Can I use my existing Mobile account for Sending SMS Messages?
Do I have to use SMS messaging through Formitize?
How can I see the SMS messages I have sent?
How do I create SMS templates?
View all 16
Email
10
Can I send emails through Formitize?
Does Formitize email integrate with other email systems?
How do I change the Email From, name and address?
How do I customize my email footer?
How do I know an email has been sent?
View all 10
Custom Variables
5
Do I have to have Custom Variables?
How do I edit or delete Custom Variables?
How many Custom Variables can I have?
What are Custom Variables?
Where do I set up Custom Variables?
Templates
3
How do I add Placeholder information to my Templates?
How do I edit Templates?
What are Templates?
Contacts
19
Can I view a Document that has been added to the Contact using the App?
Does a new Lead also create a New Contact?
Exporting Client Contacts
How do I add a Custom Field/ Variables?
How do I add a Document to a Contact?
View all 19
Importing Existing Data
5
How do I import my contacts / customers?
How do I Import my Database?
How do I Import my Items?
How do I import my jobs?
What can I import?
Jobs
24
Can I add Invoices to Jobs?
Can I assign a Job to a Group?
Can I assign a Job to an Existing Invoice?
Can I assign a Sales Person to a Job?
Can I see the Value of Future Jobs?
View all 24
Job Types
15
Do I have to add Line Items to a Job Type?
Do I have to have recurring on my job type?
Do I have to use Job Types?
How do I create a new Job Type?
How do I delete a Future Reminder?
View all 15
Recurring Jobs
4
How do I edit or delete Recurring Jobs?
How do I set up Recurring Jobs?
What are Recurring Jobs?
Where can I view Recurring Jobs?
importing Jobs
3
Can I import Jobs?
How do I import Jobs?
Where can I view imported Jobs?
The Scheduler
26
Does the Scheduler integrate with other calendars?
How can I customize the colors of the jobs?
How can I customize the colors of the triangles?
How do I access the Scheduler?
How do I add a job to the scheduler?
View all 26
The App Diary
11
Can I re-assign a Job to another User?
Can I view other Users Diaries?
How do I adjust the Diary Settings?
How do I create a New Job in the Diary?
How do I edit a Job in the Diary?
View all 11
Forms
26
Can forms be visible only to certain users?
Can I extract the data from Forms?
Can I fill out forms in the Management Portal?
Can I separate the different Submitted Forms by type?
Do I need to use Forms?
View all 26
CSV Report Builder
4
How do I generate a Report?
How do I save a Preset Template?
What is a Preset Template
What is the CSV Report Builder?
Tasks
9
How do I assign a Task?
How do I complete a Task?
How do I create a Task?
How do I delete a Task?
How do I edit a Task?
View all 9
Xero
8
How do I integrate Xero and Formitize?
How do I remove my Xero Integration from my Formitize Account?
What are the alternatives to Xero?
What do I do if the Formitize / Xero Integration breaks or stops working?
What does the Formitize / Xero Integration do?
View all 8
Paying Your Formitize Account
3
Can Formitize take credit and debit card payments?
Do Formitize charge a fee for card payments?
How can I view the Invoices for my Formitize account?
Card Payments Using Stripe
5
Can I Take Card Payments with Formitize from my Clients?
How do I link my Stripe account to Formitize?
How do I set up a Stripe account?
What fees do Stripe Charge?
What is Stripe?
Resources / Documents
13
Can different Users see different Resources?
How do Expiry Reminders work?
How do I add a New Folder?
How do I add a new Resource?
How do I delete a Resource?
View all 13
API
1
What is an API?
Data
5
Is my data backed up regularly?
Is my data safe?
What is the Cloud?
Where is my data stored?
Who can access my data?
Feature Requests
3
Are you working on new features?
How can I add suggestions for new features?
How can I see the future Feature Roadmap?
Reports
9
Can I Create Reports on the CRM?
Can I export information out of Formitize?
How do I create a Report on a Users Tasks?
How do I create a Report on my Automated Reminders?
How do I create a Report on my Invoices?
View all 9
Safety First
8
Can we Manage our Safety First Forms in Formitize?
How do i add a Safety First Form to a Job Type?
How do I add a Safety First Form to a Job?
How do I create a Safety First Form
How does the Safety First feature work in Formitize?
View all 8
Tutorial Videos
17
Build New Form Page - Tutorial Video
Creating a New Job - Tutorial Video
Creating Job Types - Tutorial Video
CRM Contacts Features - Tutorial Video
CRM Dashboard - Tutorial Video
View all 17
Submitted Forms
5
Can I convert a Submitted Form to a Job?
How do I add a custom tab to the Submitted Forms page?
How do I delete a custom Submitted Form tab?
How do I edit a custom Submitted Forms tab?
How do I know that a Submitted Form has been emailed?
Webforms
16
What are Webforms?
How do I get Webform functionality available on my Formitize Account?
What are the different types of webforms?
What are iFrame Webforms?
What are eLink Webforms?
View all 16
Assets
3
Asset Card
Asset Management Overview
Asset Register
Walkthrough Videos
1
Formitize General Walkthrough
Pest Control Industry Solution Resources
4
Formitize Pest Control Solution Introduction
Quick Start Guide - Video and Checklist
Formitize Pre Purchase Timber Pest Report Overview
Editing Multiple Choice Fields in Form Templates
Community forums
Showing recent updates
Start a new topic
Formitize Forums
Announcements
1
Announcements Updates
Posted by
Max Williams
,
over 5 years ago
Last Reply
by Max Williams
over 5 years ago
Request a Feature
37
Android Contacts Integration
Posted by
Joshua Broad
,
almost 3 years ago
Last Reply
by Joshua Broad
almost 3 years ago
Hide Updating Status Bar by Default
Posted by
Joshua Broad
,
almost 3 years ago
Last Reply
by Joshua Broad
almost 3 years ago
Quickbooks and MYOB integration
Posted by
Phillip Burge
,
over 5 years ago
Last Reply
by Gilbert Freitas
almost 3 years ago
See all 37 topics
Tips and Tricks
0
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0
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Marketing Ideas
0