Formitize User Guide

Future Reminders let you maximize the value of future business by setting up automated Job Reminders for each different Job Type to ensure both your custome...

You can have as many Future Reminders for each job type as you wish.

Future Reminders can be sent as Emails, SMS, Letters or internal Tasks can be created. You can customize the content of the Reminders using placeholders to ...

To delete a Future Reminder, in your Web Portal, CRM > Jobs > Job Type > (Either Create a new Job Type or Edit an existing Job Type) select the Fut...

No, you do not need to add line items to a Job Type, however, by adding the line items it will allow you to generate an invoice when you create a job quickl...

To disable certain automatic settings on a Job Type such as a letter form from sending when the job is created for example, go into the Web Portal > J...

For Queensland pest controllers in particular, it is important to have a pre-treatment advice form completed and sent to the customer before the day of trea...