Formitize User Guide

Action Webforms add further functionality to the Client Portal by allowing clients to: Book Jobs: Clients can schedule jobs directly through the portal. ...

Currently you can only grant your customer access to their Client Portal via your Formitize Web Portal. (Note: To access the Client Portal feature, you will...

The Client Portal is streamlined to help your customers view the invoices, quotes, jobs, reports and images that are connected to their client account. Once...

If you would like to set up individual settings for a contact's Client Portal, which you want to be different to the default settings, you can do this w...

In order for customers to have access to webforms to fill out, you will need to make sure that you have access to Webforms in your Formitize account, have W...

In the Client Portal, in the customer view, there is an option to switch between light or dark mode in the top right corner. Clicking on the Moon / Sun symb...

Once logged into the Client Portal, click on one of the navigational options that will direct to Invoices: Select View Invoice for the one which re...

Once logged into the Client Portal, click on one of the navigational options that will direct to Quotes: (Note: The QuoteAccept function must be enabled...

Once logged into the Client Portal, click on one of the navigational options that will direct to the Jobs list: View the Job. If there are a num...

Images can be located in two different areas of the Client Portal, depending on where they have been attached. They can be directly downloaded from the Clie...