Getting Started Guide

1. Company Set Up
You can find all of your account settings by clicking on the Settings Cog in the top right-hand corner of your Formitize Web Portal . Once you have sele...
Thu, 7 Dec, 2023 at 11:41 AM
2. Invoice Settings Customization
Invoice Settings can be accessed by clicking on the Settings Cog in the top right hand corner of your Formitize Web Portal. Click on the Accounts tab, a...
Thu, 22 Jun, 2023 at 4:36 PM
3. Quote Set Up
Quote Settings can be found by clicking on the Settings Cog, select Accounts, and then select Quotes. From this page you will be able to create your Quo...
Thu, 21 Jul, 2022 at 4:46 PM
4. Accounting Software Integration
We have full two-way integrations with Xero and Quickbooks, with other Accounting Software integrations on the way. Integrating your Accounting Software...
Thu, 22 Jun, 2023 at 4:46 PM
5. Users
A Formitize User is classified as anyone in your business that will need access to your Formitize Account, whether they are Admin or Office Staff, or Techni...
Fri, 22 Jul, 2022 at 9:48 AM
6. Creating a contact in your CRM
Creating a Contact in your CRM is really easy, and can be done by selecting CRM in the menu running across the top of your Formitize Web Portal, and then cl...
Fri, 22 Jul, 2022 at 9:53 AM
7. Editing Formitize Forms
One great feature of our forms is that they are fully customisable to suit your needs. Making changes to Forms is really simple, and can be done by sele...
Fri, 22 Jul, 2022 at 9:58 AM
8. Job Type Templates
Job Types is a really cool feature that makes creating Jobs so much easier! A Job Type can be created for each different type of service you may provide for...
Fri, 22 Jul, 2022 at 12:36 AM
9. Resources (Document Management)
Get rid of all that paper lying around the Office, and put a halt to the technicians carrying around chunky paper folders in their vehicles. Use Formiti...
Fri, 22 Jul, 2022 at 10:00 AM
10. Activate your account
All that’s left to do is to activate your Formitize account! This can be done by clicking on the Settings Cog in the top right hand corner of your Formi...
Thu, 15 Jun, 2023 at 10:13 AM