Formitize Help Desk

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, CRM > Jobs > Job Type Templates > Select Edit on the Job that you would like to edit. Editing a Job Type wil...

Job types are like templates and very useful. You can save time by creating templates for the different types of jobs you perform. Automated communicati...

Just like adding any other form to the Job Type you can add a webform to be automatically attached to a job and have it automatically send. Choose the w...

No, it's optional. We encourage you to use Job Types because they are a great way to save time by pre-setting template information for each different t...

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 have as many Job Status Updates for each job type as you like

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, click Delete in your web portal under Jobs > Job Type Template >  (Create new Job Type or Edit an existing Job Type) Jo...