Formitize User Guide

A booking reminder for when a Job is created can be sent to your client to confirm the details of the job. This is created as a Job Status Update in Job Typ...

A booking reminder can be sent to your client to confirm the job details and remind them a job is booked. This can be done by creating a Future Reminder in ...

A Follow Up email can be sent to your client when the job has been completed to let them know this and to thank them for choosing your business. This is cre...

A booking reminder can be sent to your client as an SMS to confirm the job details and remind them a job is booked. This can be done by creating a Future Re...

A Task can be created as a Job Status Update for when the job has been completed to let you know that a follow up is needed. The task can contain all of the...

Invoice Reminders can be created to send an email reminder to your client to let them know their invoice is overdue. To create your Invoice Email Remind...

After having automated reminders set for various days after invoice is due, you may wish to contact your customer directly, you can create an Invoice Remind...

A Quote Reminder can be created to remind the client of the quote and to prompt them to respond with the outcome of the quote. To create your Email Quot...

The contact drawer has given us the ability to email contacts or users from almost anywhere in Formitize. And attachments can be added to those emails, so t...