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
4
Formitize Account Settings | Overview
How do I set up 2 Factor Authentication?
Can I change my company's Tax Term?
How do I refer a friend?
App
0
FAQ's
24
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 24
Web Portal
0
App
Overview | App
1
What is the Formitize App? | Overview
Settings
1
Settings on App before logging in
FAQ's
22
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 22
Scenarios
0
Users
Overview | Users
1
What are Users?
Settings
0
FAQ's
23
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 23
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
48
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 48
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
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
3
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?
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
83
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 83
Scenarios
0
Quotes
Overview | Quotes
1
Quotes Overview
Settings
1
Where are the Quotes Settings?
FAQ's
26
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 26
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?
MENU UPDATE - 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 7
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
14
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 14
Scenarios
0
Forms
Overview | Forms Module
3
Forms Overview
Overview of Form Builder Fields and Their Applications
Getting/Creating the API Link for a Form Template
Settings
0
FAQ's
149
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 149
Scenarios
10
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 10
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 web form has been submitted?
How do I opt in for the Webform feature to be available on my Formitize Account?
What are Webforms?
What are the different types of 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
6
How can I see who added, edited or deleted Custom Submitted Form Tabs?
How can I use/edit Multiple Choice fields in a form?
How do I specify what email addresses I want a Submitted Form sent to?
What are Sub Headers in the Form Builder and what do they do?
How do I add email addresses to a location so that a report will automatically be sent to them when submitted?
View all 6
Settings
1
Can I send a Form as an Email PDF attachment when submitted?
FAQs
18
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 18
Scenarios
0
Form Reporting
Overview | Form Reporting
1
How long will data be available in a CSV report?
Settings
0
FAQs
5
What is Form Reporting?
How do I generate a report in Form Reporting?
What are preset templates?
How do I save a preset template?
Does scheduled Form Reporting gather data on every form each time it runs?
Scenarios
0
Jobs
Overview | Jobs
8
What is a Job
How do I show the status of an Invoice in the Scheduler?
How do I view the Contact number of a job in the App?
How do I schedule a Recurring job for twice a month?
I created a new Recurring Profile to repeat once, why didn't it schedule the second job?
View all 8
Settings
0
FAQs
48
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 48
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?
Why would I use Job Types?
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
5
Assets Overview
How do I separate Assets by Zones in a form?
How much does it cost to Opt in to the Assets Management Module?
What is Assets Management?
How do I add a cover photo to an asset?
Settings
0
FAQs
18
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 18
Scenarios
0
Resource Documents
Overview | Resource Documents
2
Resource Documents Overview
Can I change Resource Folders into Sub Folders?
Settings
1
Settings | Resource Documents
FAQ's
14
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 14
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
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
9
How do I integrate with Mailchimp?
What does the Mailchimp Integration do?
How does the Mailchimp Integration work?
Is the Formitize and Mailchimp a two-way Integration?
Will my Formitize contacts go through to my Mailchimp account?
View all 9
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
Look up 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
21
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 21
Smart Tables
FAQ's
6
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
View all 6
Workflows
Settings
1
How do I 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 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
