Formitize User Guide

Adding a cover image to an asset can only be done in the Web Portal, this will attach to the Asset Card. In the Web Portal, go to Assets > Asset Regi...

You can download a QR code for an Asset, which can then be printed out for use. For example: to place on an Asset item so that you can scan the code when do...

Mobile Assets are assets that your business uses regularly for jobs (eg: vehicles, equipment, etc). To create new mobile assets, you first need to creat...

Location Assets are assets that you may have regularly installed at a specific address location (Eg: baits, traps, etc). To create new Locations Assets,...

Yes, you can do this by going to Assets > Asset Register > select the Archive Type tab > select the Show Archived Assets checkbox > select the c...

No. This is not currently something that can be done. You can only recreate the Asset within the Asset Type list that you would like it connected to, and th...

Yes, Asset Types can be deleted, however this process cannot currently be reversed, so you would need to be certain that you want to delete it, as you will ...

To add images to an asset in the Web Portal, just go to Assets > Asset Register > select the Asset Type tab > select the edit arrow for the Asset. ...

To view the submitted forms that are connected to an Asset or have the Asset in them, go to Assets > Asset Register > select the Asset Type tab > s...

Yes, notes can be added to an Asset via the Web Portal and the App. In the Web Portal go to Assets > Asset Register > select the Asset Type tab &g...