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Knowledge base
Formitize User Guide
Getting Started Guide
11
1. Company Set Up
2. Invoice Settings Customization
3. Quote Set Up
4. Accounting Software Integration
5. Users
View all 11
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
Formitize Account Settings
Overview | Formitize Account Settings
1
Overview
App
0
FAQ's
7
Where can I view and edit my company account details?
How do I set up the SMS Feature
How do I change my Company Details?
Where do I add and edit User Details?
How do I close my Formitize Account?
View all 7
Web Portal
0
App
Overview | App
1
What is the Formitize App?
Settings
1
Settings on App before logging in
FAQ's
13
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 does the App do?
What devices are compatible with Formitize?
View all 13
Scenarios
0
Users
Overview | Users
1
What are Users?
Settings
0
FAQ's
15
What are Users?
What are the different User Types?
How do I create or add a new User?
What are User Groups?
What are user permissions?
View all 15
Scenarios
0
CRM Customer Database
Overview | CRM
1
CRM Customer Database Overview
FAQs
1
How do I delete reminders?
Settings
0
Scenarios
0
CRM Contacts
Overview | Contacts
1
What is a Contact?
Settings
0
FAQ's
21
What is a Contact?
How do I create a New Contact?
How do I edit a Contact?
How do I delete a Contact?
How do I add Multiple people to a Contact?
View all 21
Scenarios
0
Sales Pipeline
Overview | Lead Pipeline
1
Sales Pipeline Overview
Settings
0
FAQs
11
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 11
Scenarios
0
Email, SMS and Letter Templates
Overview | Email, SMS and Letter Templates
1
Templates Overview
Settings
1
Settings
FAQ's
3
How do I create an Email, SMS or Letter template?
How do I edit / delete a Template?
How do I add Placeholder information to my Templates?
Scenarios
0
CRM Reports
Overview | CRM Reports
1
Overview CRM Reports
Settings
0
FAQs
0
Scenarios
0
Invoices
Overview | Invoices
1
Overview | Invoices
Settings
17
Settings
Adding or removing a Remittance Advice on the Invoice PDF
Invoice Prefix and Automatic Sequential Numbering
Default Invoice Payment Terms
Adding or removing a Remittance Advice on the Invoice PDF
View all 17
FAQ's
20
How do I create a new invoice?
How do I edit an Invoice?
How do I Archive an Invoice?
How do I see the Invoice PDF?
How do I add Line Items to an invoice?
View all 20
Scenarios
0
Quotes
Overview | Quotes
1
Quotes Overview
Settings
1
Where are the Quotes Settings?
FAQ's
17
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 17
Scenarios
0
Purchases
Overview | Purchases
1
What are Purchases?
Settings
1
Where are the Purchases Settings?
FAQ's
7
How do I create a New Purchase in the App?
How do I add photos to Purchases in the App?
How do I create a New Purchase in the Web Portal?
How do I create a New Purchase in the App?
Purchase Prefix and Automatic Sequential Numbering
View all 7
Scenarios
0
Items, Tax Rates and Chartered Accounts
Overview | Items, Tax Rates and Chart of Accounts
0
Accounts Settings
1
Where are the Tax Settings?
FAQs
12
What are Account Types
How do I set up Tax Rates?
Where do I add Items?
What are Account Codes?
How do I edit Tax Rates?
View all 12
Scenarios
0
Forms
Overview | Forms Module
1
Forms Overview
Settings
0
FAQ's
35
Will Formitize build my forms for me?
Can I fill out forms in the Web Portal?
What is a Safety First form?
What is a Kiosk form?
Can forms be visible only to certain users?
View all 35
Scenarios
0
Webforms
Overview | Webform
1
Webforms Overview
Settings
1
Settings
FAQ's
18
How do I make a form template a web form?
How can I be notified that a web form has been submitted?
How do I get Webform functionality available on my Formitize Account?
What are Webforms?
What are the different types of webforms?
View all 18
Scenarios
0
Submitted Forms
Overview | Submitted Forms
0
Settings
0
FAQs
13
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 13
Scenarios
0
Form Reporting
Overview | Form Reporting
1
What is Form Reporting?
Settings
0
FAQs
4
What is Form Reporting?
How do I generate a report in Form Reporting?
What are preset templates?
How do I save a preset template?
Scenarios
0
Jobs
Overview | Jobs
1
What is a Job
Settings
0
FAQs
24
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 24
Scenarios
0
Job Type Templates
Overview | Job Type Templates
1
What are Job Type Templates?
Settings
0
FAQ's
15
How do I create a new Job Type?
How do I edit or delete a Job Type?
Why would I use Job Types?
How do a add a web form to a job type template?
Do I have to use Job Types?
View all 15
Scenarios
0
Assets
Overview | Assets
1
Assets Overview
Settings
0
FAQs
4
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 the assets?
What is the difference between location and mobile assets?
Scenarios
0
Resource Documents
Overview | Resource Documents
1
Resource Documents Overview
Settings
1
Settings | Resource Documents
FAQ's
9
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 Folders?
How do I add a New Folder?
View all 9
Scenarios
0
Integrations
API
1
How can I access the Formitize API?
Xero Integration
8
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 8
Quickbooks Integration
0
