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. To add new Future Reminders to your Job Type Template, simply select the + symbol a...

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

To delete a Future Reminder, in your Web Portal, go to Jobs > Job Type Templates > (Either Create a new Job Type Template or Edit an existing Job Type...

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 quickly...

To disable certain automatic settings on a Job Type such as a Future Reminder or Status Update from sending when the job is created, in the Web Portal go to...

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...