Formitize User Guide

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...

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...

Quote Settings can be found by clicking on the Settings Cog > Accounts > Quotes. From this page you will be able to create your Quote Terms & ...

We have full two-way integrations with Xero and Quickbooks, with other Accounting Software integrations on the way. Integrating your Accounting Software...

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...

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...

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...

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...

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...

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...