Formitize User Guide

After a recurring job has been created, the job dates can separately be moved or changed around, but if you wish to change the details for all future recurr...

For recurring jobs, until they are created which is generally 3 - 7 days before then next occurrence is due, these jobs are only visible in the scheduler as...

A job note is only visible for individual jobs that it is attached to, and will not carry across to recurring jobs.  If the note is specific to a Locati...

When there are multiple Users assigned to a single Job, it may require all of the Job assignees to complete all of the Job forms before being able to fully ...

You can search Completed Jobs in the App by going to Jobs > Completed. There is a search function where you can search the name or address, or you can us...

Open the Job by going to Jobs > Jobs List > Select the Edit pencil for the intended job. Or Scheduler > Click on intended job > Select Edit ...

You are able to send a manual communication straight from the Job, both via Web Portal or the App. In the Web Portal, when you have the job open, there ...

Attaching forms to job type templates allows you to keep track of the form that's being completed in regard to a specific job. It means that you can acc...

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...