FAQ's

How do I use my Email & SMS Templates in the App?
Templates can be used to send SMS' and Emails in the App when in a Job, Invoice and Quote by swiping right on the job or invoice and selecting SMS or Em...
Tue, 2 Jul, 2024 at 10:45 AM
Why am I getting a spam error when trying to send an email?
Formitize has a spam filter in place, which will stop an email from sending if the filter comes across something in the email message that has a high chance...
Wed, 31 Jul, 2024 at 12:06 PM
How do I insert an image into an Email Template?
When creating or editing an email template, when you select the content area there are additional controls for formatting available. Selecting the...
Fri, 2 Aug, 2024 at 11:08 AM
Where do SMS responses go?
The SMS messages sent from the Formitize system originate a copy from a non-reply number, not your personal phone number. This means that if a customer atte...
Wed, 31 Jul, 2024 at 9:17 AM
How do I add images to my Job Type Templates?
To add an image to any of your templates, you will first need to ensure the image is accessible from your resources.  If it is not, you can add the resourc...
Tue, 29 Oct, 2024 at 9:52 AM
Why is my email being 'dropped' when trying to send?
The "dropped" email response indicates that a previous email that's been sent to an email address has failed, and that our mail server is no l...
Tue, 26 Nov, 2024 at 12:13 PM
How do I set up the Audience for Mailchimp to send emails to?
In the Web Portal, go to the Settings Cog > Integrate > Mailchimp. (Note: If you don't have a current integration with Mailchimp then you will...
Tue, 22 Oct, 2024 at 11:15 AM