Formitize Help Desk

You can change your company information through the Web Portal > Settings Cog > Company Details. Once updated, ensure that you save the page before...

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...

New Users can be added, edited and made Inactive in the Web Portal by going to Users > View Users. Learn more about users here.

We’re Sorry to See You Go! If you are considering closing your account, we would love the opportunity to understand your reasons and see how we can assist ...

Welcome to the Formitize Family! You can activate your account in Web Portal > Settings cog > Company Details > Payment Details from here ...

Placeholder information cab be used in various areas of Formitize to be able to automatically personalise communication that is sent through the Smart Assis...

You can change your company information through the Web Portal > Settings cog > Company Details: Once updated, ensure that you save the page before...

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...

When logging in to your Formitize account, please ensure that all credentials have been entered correctly as they are case sensitive.  If you do not rem...

Updating the new business owners details can be done through a few simple steps using your Web Portal.  In your Web Portal go to Users > View Users ...