Formitize Help Desk

No, the Scheduler is a live calendar that dispatches jobs to all users for each business. You can book jobs with no 'Client' to block out time in...

Job type colors can be edited through, Management Portal, Jobs > Job Type Templates > Color. The job type color shows in the top right-hand corner of ...

These colours can be edited through, Management Portal, Jobs > Job Type > Edit > Scheduler Color > Select your preferred color > Save.

The Scheduler is an integrated calendar-based Job Management system that you can access via the CRM>Scheduler menu.

Create a New Job in the Scheduler by selecting the green New Job button or by holding and dragging over the desired date and times on the Scheduler grid.

Job types are created in the Jobs section. Management Portal > Jobs > Job Types > + New Job Type.

A new user group can be added through the Scheduler by clicking on the + symbol at the bottom left hand corner of the Scheduler screen and selecting User Gr...

A new User can be added user the Scheduler in the Management Portal, Select the + Button at the bottom of the Scheduler screen and select User, this will ta...

Multiple Users can be assigned to a Job by dragging and dropping additional Users onto the created Job. Multiple users assigned to the job will need to comp...

You can assign an Unassigned Jobs by editing the Job and assigning it to a User or by simply dragging the job to a User. To edit the Job in the Scheduler si...