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...
Fri, 23 May, 2025 at 9:16 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. Select the Accounts tab, the...
Fri, 23 May, 2025 at 9:21 AM
3. Quote Set Up
Quote Settings can be found by selecting the Settings Cog > Accounts > Quotes. From this page you will be able to create your Quote Terms &a...
Fri, 23 May, 2025 at 9:22 AM
4. Accounting Software Integration
Formitize offers a two-way integration with Xero and Quickbooks. Integrating your Accounting Software with Formitize will save you time and the double h...
Mon, 9 Jun, 2025 at 1:45 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...
Mon, 9 Dec, 2024 at 1:00 PM
6. Creating a contact in your CRM
Creating a Contact in your CRM is really easy, and can be done by selecting CRM from the menu running across the top of your Formitize Web Portal, and then ...
Mon, 9 Jun, 2025 at 2:14 PM
7. Editing Formitize Forms
One great feature of our forms is that they are fully customisable to suit your needs. Making changes to Forms can be done by selecting Forms in the men...
Mon, 9 Jun, 2025 at 3:20 PM
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, 3 May, 2024 at 12:55 PM
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, 3 May, 2024 at 1:02 PM
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, 12 Jun, 2025 at 9:52 AM