FAQ's
You can change your company information through the Web Portal by going to the Settings Cog > Company Profile > Company Details. Once updated, ensur...
Tue, 20 May, 2025 at 12:49 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, 20 May, 2025 at 12:50 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 ...
Tue, 22 Apr, 2025 at 3:40 PM
Welcome to the Formitize Family! You can activate your account in Web Portal by going to the Settings cog > Company Details > Payment Details...
Tue, 20 May, 2025 at 12:46 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, ensur...
Tue, 20 May, 2025 at 12:51 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