FAQs
There are many ways to create a new job in the App or Web Portal (with user permission) In the App select NEW in the top right hand corner or by selecting ...
Fri, 28 Jun, 2024 at 1:14 PM
You can complete a Job in the App and the Web Portal. To Complete the Job in the Web Portal, go to Jobs > View Jobs > select the Edit Arrow for the j...
Thu, 11 Jul, 2024 at 11:03 AM
Depending on the User's permission, a Job can be edited either through the Web Portal or the App. Web Portal, Jobs > View Jobs > Edit > mak...
Fri, 10 May, 2024 at 1:02 PM
A job can be deleted in the Web Portal and in the App. To delete the job, Web Portal > Jobs > View Jobs > select the checkbox for the job/s tha...
Fri, 28 Jun, 2024 at 12:55 PM
It is possible to include job fields in your form and fill them out. The CRM's contact and location components will connect automatically. Additionally,...
Wed, 1 May, 2024 at 3:08 PM
When a job is queued, it becomes visible on the devices of all members belonging to the relevant User Groups (provided they have selected the filter to v...
Wed, 19 Apr, 2023 at 4:06 PM
To Queue a Job go into your Web Portal > Jobs > + New Job > and in the Assign To field select Queue tand the user group(s) that are able to accept ...
Thu, 11 Jul, 2024 at 1:08 PM
Job value is a field in the job creation page that enables a value to be assigned against the job. This may or may not be equivalent to the job invoice valu...
Mon, 18 Jul, 2022 at 10:51 AM
To assign/dispatch a Job to an App user using the Web Portal is the same as assigning a Job when you are creating it, go into your Web Portal > Jobs >...
Thu, 20 Apr, 2023 at 9:33 AM
If a User has enabled app notifications from Formitize, they will receive a ping notification when a job is assigned to them. Jobs can be viewed on the app ...
Fri, 28 Jun, 2024 at 12:07 PM