Formitize User Guide

To configure a User's restrictions and permissions, on the Web Portal go to Admin > All Users > click on the Edit arrow for the User you wish to c...

To use this reporting feature in the Web Portal go to Reports > select the Jobs tab. Upon reaching this screen, you will be able to access a comprehensiv...

In the Web Portal, navigate to Jobs > Recurring Job Profiles. From there, you can search for the jobs you wish to reschedule the recurring information fo...

It is possible to assign a designated group for a job at the time when it is queued. As you create a job, you will have the option to queue it to a specif...

Form Progress is visible on a Job Card. It lets you see the Forms attached to a Job and their current status without leaving the job page. Form Progress...

In the App Job Card. When you click “Start Job” you will see “Web Forms” if a job has a web form attached when it is created. Simply select the button “...

The Sales Person field provides the ability to tag a salesperson to the job being created. A dropdown list of all users is available in order to select ...

The Sales Source is a method of tagging the source or reference of the job sale in the same way you can tag the source of a new contact.  The different ...

A job type template can send automation job communication. To see what communication will be sent from a job. In the Web Portal go to Jobs > Jobs List &g...

There’s no need to fill in all details. The only required fields are Due Date and Time and End Date and Time. For example: You can have a 'job' as ...