Formitize User Guide

In the Form builder (Forms > Existing Templates or Build New Template > Form Builder tab), drag and drop the Asset element into your form and then con...

The asset table uses the CRM Client, CRM Location and CRM Zone (Zone is optional) element/s to populate the Asset table in your form. The job will have thes...

Assets can be exported through the Web Portal. Go to Reports > Assets > set Filters if required > Download CSV. Assets can also be expo...

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 Mobile...

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

You can reallocate an Asset to a different client via the Asset Card. In the Web Portal go to Assets > Asset Register > Select Edit next to the As...

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

Setting up a Zone for an Asset can be done in the Asset Card. In the Web Portal go to Assets > Asset Register > Select the Asset you would like to...