The Formitize Scheduler makes creating and keeping track of Jobs and Users, as well as the information related to them, easy to view and manage. The Scheduler can be set up to suit each different User. In the App, the Diary is very similar to the Scheduler, but in a more compact way so that it's simpler to view on a mobile device.
Below is a list of links to various articles to assist you in your navigation of the Scheduler and Diary:
- How can I use the Scheduler?
- Scheduler Settings Overview
- How do I change my default view in the Scheduler?
- How do I customise the viewable job information my Scheduler?
- How do I show the status of an invoice in the Scheduler?
- Why can I see deleted Users in the Scheduler?
- Can I create a new User via the Scheduler?
- Can I view / edit User details from the Scheduler?
- How can I see where a Field Agent is on the Scheduler map?
- How do I create a new Job?
- How do I edit a job?
- How do I use the Scheduler to assign Jobs?
- How do I change the time of a Job?
- How do I add and remove information in the Scheduler?
- Why is my Scheduler loading slowly?
- Why can't I see jobs in the Scheduler that I know are booked in?
- How do I change the order of Users in Jobs?
- How do I change the order of Users and User Groups in the Scheduler?
- Can I have a custom colour in the Scheduler for each User?
- Can I change the colour of each Job status in the Scheduler?
- How do I set Reminders in the Scheduler?
- How do I add notes to show for a specific job?
- I have a job booked that needs to be moved but I don't know when. What do I do?
- Can I use Smart Routing in the App?
- How can I view all of my team's calendars on a mobile device?