Formitize User Guide

Force Syncing is an action in the App to ensure the syncing process is up to date. To force sync the app: Go to the App home screen > Pull the Screen D...

Voice to text can be used in any text field when using Formitize. The voice to text icon appears beside the space bar on the device keyboard. If this is...

Offline mode allows you to be out of internet signal and still be able to access information that was already available on the device and to complete a form...

When using the App ensure you have the most up to date Software and have completed the latest System Update. This will prevent the App suddenly closing and ...

Recurring Jobs can be created in the App when you create a new job. But the Recurring Job Profile cannot be edited on the App once it has been created. You ...

When a Technician selects "On Route" when they open ta job, the system will show a map displaying the directions from their current location to th...

When a Form has been submitted in the App it can be found in the Submitted Forms Tab in the Web Portal > Forms > Submitted Forms.  Please not...

To view different Submitted Forms tabs in the App, go to Forms > Submitted. There is a dropdown that you can use to display specific custom submitted...

To access Client notes while on a job, make sure that you go to Jobs and select the one that you are working on. In the Job view, you will see that ther...

Adding Notes to a Job, Client or Location is quite quickly and easily navigated in the App. In the App, go to Jobs > tap on the relevant Job which re...