Formitize Help Desk

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

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

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?

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