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Solution home
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
