Formitize User Guide

Get your Job Management right and watch your business grow. Smart Job Management is all about automating mundane and repetitive tasks so you and your te...

In the Scheduler, open up the Schedule Content Editor at the bottom of the page where the Scheduler settings are. In there, you can check the box beside Inv...

In the App, you can go to Jobs, search for the job that you're looking for (you can find jobs for the current day in the Day tab). When you open the job...

Recurring jobs do not have an official option to be able to scheduled for twice a month. They can be scheduled fortnightly, but this will occasionally cause...

When a new Recurring Profile is created, you will need to add an extra +1 to the number of times that you would like it to be scheduled. This is because whe...

You can edit the Contact details from the Job list by clicking on either: Billing name, to take you to the Billing information in the drawer that opens ...

You can quickly edit or add a Location for a job from the Jobs list, by clicking on the Billing or Contact name to open the Contact drawer for the intended ...

In the Web Portal, go to Jobs > filter the jobs that you wish to bulk assign in Filters > Select the check boxes for the jobs > Assign to at the bo...