FAQ's

Where can I view and edit my company account details?
You can view and edit company account details under the Settings section of the Web Portal >select Settings cog from the top menu bar > Choose Company...
Tue, 26 Jul, 2022 at 3:15 AM
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 easily ...
Mon, 25 Jul, 2022 at 1:04 PM
What Company Account Details can I change?
You can change all of the following items through the Web Portal > Settings cog > Company Details: Company / Business Number Company Name Company A...
Fri, 22 Jul, 2022 at 4:26 AM
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, 15 Jul, 2022 at 11:50 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 w...
Fri, 22 Jul, 2022 at 4:28 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