FAQ's

Where can I view and edit my company account details?
You can change your company information through the Web Portal > Settings Cog > Company Details. Once updated, ensure that you save the page before...
Thu, 22 Jun, 2023 at 4:50 PM
How do I set up the SMS Feature
SMS messages can be sent automatically through Job Types and Automated Assistants, Quotes and Invoices as well as through a Form Submission. You can ea...
Mon, 5 Jun, 2023 at 12:03 PM
How do I change my Company Details?
You can change your company information through the Web Portal > Settings cog > Company Details: Once updated, ensure that you save the page before...
Mon, 30 Jan, 2023 at 3:15 PM
Where do I add and edit User Details?
New Users can be added, edited and made Inactive via the Users menu. Learn more about users here.
Fri, 15 Jul, 2022 at 11:47 AM
How do I close my Formitize Account?
We would hate to see you go! If you would like to discuss your account and the reasons why you are thinking of leaving, so that we can help you and your bus...
Fri, 19 Jan, 2024 at 11:21 AM
How do I activate my account?
Welcome to the Formitize Family! You can activate your account in Web Portal > Settings cog > Company Details > Payment Details from here you...
Fri, 3 Nov, 2023 at 9:36 AM
What is a placeholder?
Placeholder information cab be used in various areas of Formitize to be able to automatically personalise communication that is sent through the Smart Assis...
Wed, 27 Jul, 2022 at 9:09 AM
How do I change my Company Address?
You can change your company information through the Web Portal > Settings cog > Company Details: Once updated, ensure that you save the page before...
Mon, 30 Jan, 2023 at 3:16 PM
How do I change my Time Zone?
To change your time zone, you will need to login into your Web Portal. Select the Settings cog in the top right-hand corner > Company profile > Co...
Wed, 12 Apr, 2023 at 1:32 PM
I am having trouble logging in.
When logging in to your Formitize account, please ensure that all credentials have been entered correctly as they are case sensitive. 
Thu, 11 May, 2023 at 3:24 PM