FAQ's
You can change your company information through the Web Portal by going to the Settings Cog > Company Profile > Company Details. Once updated, ensu...
Fri, 31 Jan, 2025 at 1:52 PM
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...
Tue, 4 Feb, 2025 at 12:19 PM
New Users can be added, edited and made Inactive in the Web Portal by going to Admin > All Users. You can also add a new user by selecting New Users....
Tue, 5 Nov, 2024 at 9:00 AM
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 ...
Fri, 7 Jun, 2024 at 11:23 AM
Welcome to the Formitize Family! You can activate your account in Web Portal by going to the Settings cog > Company Details > Payment Details...
Tue, 4 Feb, 2025 at 1:50 PM
Placeholder information cab be used in various areas of Formitize to be able to automatically personalise communication that is sent through the Smart Assis...
Tue, 28 May, 2024 at 1:11 PM
You can change your company information through the Web Portal by going to the Settings cog > Company Profile > Company Details. Once updated, ensu...
Tue, 4 Feb, 2025 at 1:50 PM
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...
Tue, 4 Feb, 2025 at 12:23 PM
When logging in to your Formitize account, please ensure that all credentials have been entered correctly as they are case sensitive. You can find the crede...
Tue, 4 Feb, 2025 at 12:25 PM
Updating the new business owners details can be done through a few simple steps using your Web Portal. In your Web Portal go to Admin > All Users &...
Wed, 5 Feb, 2025 at 12:19 PM