Formitize User Guide

To create a new job type in your Web Portal, go to Jobs > Job Type Templates > + New Job Type.

To edit a Job Type in your web portal, go to Jobs > Job Type Templates > Select the Edit arrow for the Job type template that you would like to edit. ...

Job types are like templates and very useful. You can save time by creating templates for the different types of jobs you perform. They will have present se...

Just like adding any other form to the Job Type you can add a Webform to a Job type template so that it will automatically send to the client, or to a User ...

No, Job Types are entirely optional. We encourage you to use Job Types because they are a great way to save time by pre-setting template information for ea...

A recurring profile is optional on a Job Type Template.  In some instances the recurring profile will be different for each individual job that you do, ...

Job Status Updates is an awesome tool as it enables you to communicate effectively with your customers and team. Keep your clients and team informed with au...

You can add as many Job Status Updates for each job type as you like. What are Job Status Updates? How do I set up a Job Status Update? How do I dele...

Automatically send emails, SMS, Letters or create new Tasks triggered by the change in job status. You can customize the content of the Updates using placeh...

To remove a Job Status Update, in the Web Portal go to Jobs > Job Type Template > Select the edit arrow for the Job Type Template > Job Status Upda...