Formitize User Guide

Recurring jobs do not have an official option to be able to scheduled for twice a month. They can be scheduled fortnightly, but this will occasionally cause...

When a new Recurring Profile is created, you will need to add an extra +1 to the number of times that you would like it to be scheduled. This is because whe...

You can edit the Contact details from the Job list by clicking on either: Billing name, to take you to the Billing information in the drawer that opens ...

You can quickly edit or add a Location for a job from the Jobs list, by clicking on the Billing or Contact name to open the Contact drawer for the intended ...

In the Web Portal, go to Jobs > Jobs List > filter the jobs that you wish to bulk assign in Filters > Select the check boxes for the jobs > Assi...

In line with the Queensland electrical safety regulation for entering roof spaces, workers will need to ensure safety requirements are taken before proceedi...

Assigning a job to an existing Formitize user allows you to know what jobs are scheduled to which Users. It allows for greater organisation of your jobs and...