FAQs

How do I delete reminders?
A reminder can be created in various ways;  job reminders, invoice reminders and manually created reminders through the CRM. How can I use Reminders? ...
Wed, 2 Oct, 2024 at 9:51 AM
Can I send an email with attachments through the CRM?
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, 2 Oct, 2024 at 9:24 AM
What is the Client Portal?
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 ...
Tue, 27 Aug, 2024 at 12:43 PM
How do I opt in for the Client Portal module?
In the Web Portal, you can go to the Settings cog > Client Portal. If it is not activated on your account, you will see a message with a link to our Clie...
Thu, 3 Oct, 2024 at 10:18 AM
Where do I find the Client Portal settings?
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
What features does the Formitize Client Portal offer to improve customer management?
 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
How do I edit the Client Portal display?
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
How do I edit what job information my customer can access in the Client Portal?
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
Can my customers pay their own invoices through the Client Portal?
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
Can my customers view and accept or decline their Quotes through the Client Portal?
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