FAQ's
You can change your company information through the Web Portal > Settings Cog > Company Details. Once updated, ensure that you save the page before...
Tue, 28 May, 2024 at 12:38 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, 28 May, 2024 at 12:47 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 > Settings cog > Company Details > Payment Details from here ...
Fri, 21 Jun, 2024 at 1:23 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 > Settings cog > Company Details: Once updated, ensure that you save the page before...
Tue, 28 May, 2024 at 1:13 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, 28 May, 2024 at 1:19 PM
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...
Tue, 28 May, 2024 at 1:24 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 >...
Tue, 5 Nov, 2024 at 8:56 AM