Formitize Help Desk

In the form builder you can drag and drop the Asset element into your form and then connect the asset type that you wish to use in your form. You can have m...

The asset table uses the Client, Location and Zone (optional) element/s to populate the Asset table in your form as the job will have these selected so the ...

Assets can be exported through the CRM > Reports > Asset > Download CSV. The CRM Reports feature is only available to Admin users. 

A location asset is used for assets that are held on a site and the Client and Location selection in a form and they can also be populated through a job.  ...

All Forms and Jobs linked to that Asset will be shown in the Asset Card.  When a Job is created and has a From attached or when a form is completed with...

 To view any Assets that have been scheduled they have to be a Mobile Asset and can be viewed in the scheduler when looking at the week view.  The Mobil...

You are cannot delete an Asset, however you can archive an Asset which works in the same way. To archive an Asset in the Web Portal > Assets > Ass...

You can reallocate an Asset to a different client. In the Web Portal > Assets > Asset Register > Select Edit next to the Asset you want to real...

This can simply be done by adding this to a Form and adding the Asset Table. Forms > View Form Templates > Select the form you want to add this to...

Setting up a Zone for an Asset can be done in the Asset Card. Assets > Asset Register > Select the Asset you would like to add the Zone to > Fr...