FAQs
A reminder can be created in various ways; job reminders, invoice reminders and manually created reminders through the CRM. How can I use Reminders? ...
Tue, 5 Nov, 2024 at 9:15 AM
Yes, you can send a communication easily via the CRM Contact Management Portal, and include attachments to it. To do so in the Web Portal, go to CRM >...
Wed, 19 Feb, 2025 at 10:50 AM
The Client Portal is a new Formitize opt in feature that allows you to save time by granting your clients access to information regarding any jobs that you ...
Thu, 17 Oct, 2024 at 11:36 AM
In the Web Portal, select Power up from the top menu. and a list of opt in features will slide out from the right side of the screen. Then select Client Por...
Fri, 15 Nov, 2024 at 11:19 AM
Client Portal settings are currently only available via the Web Portal. Go to the Settings cog > Client Portal > Client Portal Settings. If you ar...
Tue, 10 Sep, 2024 at 12:34 PM
The Formitize Client Portal offers several features designed to improve customer engagement, including: 24/7 Access: Clients can access their information...
Tue, 20 Aug, 2024 at 11:31 AM
You can change the appearance of the Client Portal in the settings. In the Web Portal, go to the Settings cog > Client Portal > Client Portal Settings...
Tue, 20 Aug, 2024 at 11:58 AM
The Formitize Client Portal allows your clients to: View Reports and Photos Anytime: Clients can access job reports and photos at their convenience withou...
Tue, 20 Aug, 2024 at 11:46 AM
Yes, the Client Portal connects to Formitize's PayNow feature, which not only saves time for both you and your customers, but allows them to pay their i...
Tue, 20 Aug, 2024 at 11:40 AM
Through the Client Portal feature, your clients will be able to not only view their quotes and accept them with Formitize's QuoteAccept module. They can...
Tue, 20 Aug, 2024 at 11:44 AM