Formitize Help Desk
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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
Self Help Topics
1
Why do I see the date 1 Jan 1970?
Formitize Account Settings
Overview | Formitize Account Settings
1
Overview
App
0
FAQ's
15
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 15
Web Portal
0
App
Overview | App
1
What is the Formitize App?
Settings
1
Settings on App before logging in
FAQ's
17
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 17
Scenarios
0
Users
Overview | Users
1
What are Users?
Settings
0
FAQ's
16
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 16
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
29
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 29
Scenarios
0
CRM Contact Merging
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
2
Templates Overview
How do I use my Email & SMS Templates in the App?
Settings
1
Settings
FAQ's
9
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?
How do I change my Bounced Email Log Notifications?
What is an Email Bounce Log?
View all 9
Scenarios
9
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 9
CRM Reports
Overview | CRM Reports
1
Overview CRM Reports
Settings
0
FAQs
0
Scenarios
0
Invoices
Overview | Invoices
1
Overview | Invoices
Settings
12
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 12
FAQ's
40
How do I create a new invoice?
How do I edit an Invoice?
How do I Delete / Archive an Invoice?
How do I see the Invoice PDF?
How do I add Line Items to an invoice?
View all 40
Scenarios
0
Quotes
Overview | Quotes
1
Quotes Overview
Settings
1
Where are the Quotes Settings?
FAQ's
18
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 18
Scenarios
0
Purchases
Overview | Purchases
1
What are Purchases?
Settings
1
Where are the Purchases Settings?
FAQ's
8
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 8
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
63
Will Formitize build my forms for me?
Can I fill out forms in the Web Portal?
How do I edit a drop down menu in a Form?
What is a Safety First form?
What is a Kiosk form?
View all 63
Scenarios
0
Webforms
Overview | Webform
1
Webforms Overview
Settings
2
Settings
How to Opt in to Webforms
FAQ's
19
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 19
Scenarios
0
Sending Webform from a Job in the App
0
Submitted Forms
Overview | Submitted Forms
0
Settings
0
FAQs
15
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 15
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
44
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 44
Scenarios
0
Job Type Templates
Overview | Job Type Templates
1
What are Job Type Templates?
Settings
0
FAQ's
16
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 16
Scenarios
0
Assets
Overview | Assets
1
Assets Overview
Settings
0
FAQs
14
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?
How do forms and jobs link to the Asset card?
View all 14
Scenarios
0
Resource Documents
Overview | Resource Documents
1
Resource Documents Overview
Settings
1
Settings | Resource Documents
FAQ's
12
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 12
Scenarios
0
Integrations
API
1
How can I access the Formitize API?
Xero Integration
9
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 9
Quickbooks Integration
0
Mailchimp Integration
3
How do I integrate with Mailchimp?
What does the Mailchimp Integration do?
How does the Mailchimp Integration work?
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
4
What is an API?
What can the Formitize API do?
What is a Webhook?
What can a Webhook do?
Functions
8
Asset API Functions
Client and Contact API Functions
Locations API Functions
Look up Database API Functions
Form and From Template API Functions
View all 8
Scheduler
FAQS
4
How do I customise my schedule information?
How can I view all of my teams calendars on a mobile device?
How do I use the Scheduler?
Why can I see deleted users in the Scheduler?
Updates on the Scheduler
1
How do I use the Scheduler to assign jobs?
Smart Tables
FAQ's
4
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?
Workflows
Settings
1
How to Opt in to Workflows
FAQ'S
6
What are Workflows?
How do I set up the Workflows module in my account?
Can I set up notifications for each stage of the 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 6
Smart Routing
Settings
1
How to Opt in to Smart Routing
Tasks
FAQ'S
3
Can I create recurring tasks?
How do I default all tasks to be due at any time during the day?
Can I view the history of tasks completed and assigned to a user?
