Formitize User Guide

You can link Assets to your Forms using the Asset element in the Form Builder. This allows users to select an existing Asset when completing a Form. In ...

You are able to generate and download an Asset Report from the Web Portal. This allows you to review and export your Asset information as a CSV file. In...

Formitize allows you to manage different types of Assets depending on where they are located and how they are used. Location Assets Location Assets ...

The Asset Card provides a record of all Forms and Jobs associated with an Asset, making it easy to view its history and related activities in one place. ...

You can view scheduled Mobile Assets, such as vehicles and equipment in the Scheduler. This allows you to see when Assets have been allocated to Jobs and ch...

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...

You can export information by generating an Asset Report CSV, which can be used for trend information.  This can be a report of all Assets for can be do...