Formitize Help Desk

No, you do not need to add line items to a Job Type,  but by adding the line items it will allow you to generate an invoice for that Job Type quickly and ea...

A recurring profile is optional on a Job Type. In some instances the recurring profile will be different for each individual job that you do, even if it is ...

No, its optional. We encourage you to use Job Types because they are a great way to save time by presetting template information for each different type of...

To create a new job type in your management portal, go to Jobs>Job Type>+New Job Type. Job Type Tutorial Video

To delete a Future Reminder, in your Management Portal, CRM>Jobs>Job Type>(Either Create a new Job Type or Edit an existing Job Type) select the Fu...

To remove a Job Status Update, click Delete in your management portal under Jobs>Job Type Template> (Create new Job Type or Edit an existing Job Type)...

To edit a Job Type in your management portal, CRM>Jobs>Job Type Templates> select edit on the Job that you would like to edit. Editing a Job Type w...

Automatically send emails, SMS, Letters or create new Tasks triggered by the change in job status. You can customize the content of the Updates using placeh...

Future Reminders can be sent as Emails, SMS, Letters or internal Tasks can be created. You can customize the content of the Reminders using placeholders to ...

You can have as many Future Reminders for each job type as you wish.