Formitize User Guide

Yes, you can upload/import your existing jobs into Formitize, Jobs > Import Jobs. First, you will need to have your list of jobs to import saved in a...

Yes, you can add a new invoice to Jobs. In your Web Portal. For a new Job go to Jobs > New Job > Job Details > Financials > Invoice. For...

Yes, you can assign a job to an existing invoice. If your business creates the invoice first, waits for payment and then does the job, then you can assign t...

Viewing other users' jobs is permission based.  In the Web Portal, a user (with the permissions) can see all users and their jobs through the Jobs l...

The restoration of a deleted job is only able to be done via the Web Portal.  To recover a deleted job, navigate to Jobs > View Jobs > Deleted Job...

To create new recurring jobs in your Web Portal, go to Jobs > New Recurring Job. While creating a Job, you can make this into a Recurring Job Pro...

In the Web Portal you are able to search Active Jobs, Recurring Job Profiles, Completed jobs, and Deleted Jobs.  To search for a job in the Web Portal &...

Reminders cannot be directly set up in the Scheduler.  To have a reminder about an upcoming/future job a Job Type Template can to be created to include ...

All information that you see when looking at the Jobs list is customisable. The Smart Tables used are designed to provide flexibility when searching for par...

Adding attachments to a job is a straightforward process. You can easily upload attachments to either a New Job or an existing job through the Web Portal by...