Zones allow you to identify and manage specific areas within a Location in Formitize. They are particularly useful for identifying areas that require inspections, maintenance or ongoing attention, helping your team know exactly where work needs to be completed.
For example, a commercial property may have multiple Zones, such as a kitchen, storage area or plant room, each requiring different services or inspections.
To add a Zone in the Web Portal > CRM > All Contacts > Select the Contact > Locations > Expand the relevant Location > Zones > + Add > Enter the Zone name > Select Add.
Once created, the Zone will appear under the selected Location and can be used across different areas of Formitize, including:
Jobs – Identify the specific area within a Location where work needs to be completed.
Forms – Select Zones when completing Forms that use Locations from the CRM.
Assets – Associate Assets with a particular Zone to identify where they are located.
To view and manage existing Zones in the Web Portal > CRM > Contacts > Zones tab.
From the Zones table, you can search for specific Zones, view their associated Location addresses and customise the information displayed using the table columns. You can also save your preferred layout as a View for future use.
Zones can be archived or deleted directly from the table when they are no longer required.
Note: Zones are linked to Locations, making it easier to identify specific areas within a property without creating separate Location records for each area.