Formitize User Guide

You can stop or deactivate recurring job/s through your Web Portal. To do this, in the Web Portal go to Jobs > Recurring job profiles > select the...

To find Unassigned Jobs in your Web Portal go to Jobs > Jobs List > Filters >  Apply the Filter: Status is not Assigned. This will filter the jobs ...

Taking notes for the Job can be made during the Job creation process and during the job process through the job itself. This can include any additional info...

To create a job through a form you can do this by creating a Form or a Web Form which could then be used on your website. This can be a great way for your c...

When using the App a field agent can log when they are on route to a job, by selecting the On Route option in the Job, and then they can also log when they ...

In the Web Portal, go to Reports > Jobs tab. You can download a CSV file to have a report on all your jobs and the dates they were completed. Other filte...

If you need to move a job you can Assign the job to Queue. This will make the job available to anyone who would kike to claim the job, though won't be v...

When creating a Job, you are only able to attach one copy of the same form. However, you are able to add multiple forms providing they are using different f...

A job that has been started can be reassigned to another field agent at any time before or after the job. The job will need to be dispatched again for it to...

To view all users Jobs in the app, you will need to have the correct User Permissions to do so.  If you have the user permissions to view others' jo...