Jobs

Can I add Invoices to Jobs?
Yes, you can add a new invoice to Jobs. In your Management Portal, Jobs>New Job>Job Details>Invoice> +Add New Invoice. In the app, Jobs> + ...
Mon, 25 Apr, 2022 at 11:08 AM
Can I assign a Job to a Group?
Yes you can assign a Job to a Group. When creating a Job you will assign the Job to the Group in the same way that you would assign the Job to an Individual...
Mon, 25 Apr, 2022 at 10:57 AM
Can I assign a Job to an Existing Invoice?
Yes, you can assign a job to an existing invoice. If your business creates the invoice first, waits for payment and then does the job, then you can assign t...
Mon, 25 Apr, 2022 at 11:10 AM
Can I assign a Sales Person to a Job?
The Sales Person field provides the ability to tag a salesperson to the job being created. A dropdown list of all users is available in order to select the ...
Mon, 25 Apr, 2022 at 10:59 AM
Can I see the Value of Future Jobs?
You can see the value of Future job in the Job Screen using the Due Date (From) and Due Date (To) to view any past or future Jobs.
Mon, 25 Apr, 2022 at 10:44 AM
Can I upload or import Jobs?
You can upload/Import your existing jobs into Formitized, Jobs>Import Jobs
Mon, 25 Apr, 2022 at 11:06 AM
Can Job Details auto populate fields in forms?
Yes, you can add have Job fields populate in your form. The CRM contact and location element will connect automatically. You can also use the following obje...
Mon, 25 Apr, 2022 at 10:45 AM
Do I need to complete all Job Details fields when creating a Job?
There’s no need to fill in all details.  You can have a 'job' as annual leave or a staff meeting with not CRM contact selected. This allows you t...
Mon, 25 Apr, 2022 at 11:04 AM
How do I bulk reschedule recurring Jobs?
In The Management Portal, Jobs > Recurring > Search for the Jobs that you would like to reschedule the Recurring information on > Select the check ...
Mon, 25 Apr, 2022 at 10:49 AM
How do I complete a Job?
You can complete a Job in the App and the Management Portal. To Complete the Job in the Management Portal, Jobs>Scheduler>Click on the Job that you w...
Mon, 25 Apr, 2022 at 10:58 AM