Formitize User Guide

Mobile Assets are vehicles, equipment or other resources that your business regularly uses for Jobs. These Assets can be allocated and scheduled through the...

Location Assets are Assets assigned to a specific Client and Location, such as bait stations, traps or equipment installed at a Location. To create a Lo...

You are able to recover Assets that have been archived in the Web Portal > Assets > Select the Asset Type > Show Archived Assets > Select the As...

You cannot currently move an existing Asset from one Asset Type to another. You will need to create a new Asset under the correct Asset Type and archive the...

You are able can an Asset Type through the Web Portal if it is no longer required. Archived Asset Types can be reactivated at any time if you need to use th...

You can add images to an Asset through the Web Portal or Formitize App. This includes a Cover Image to identify the Asset and additional photos, such as ima...

To view the submitted forms that are connected to an Asset in the Web Portal, go to Assets > Asset Register > select the Asset Type tab > select th...

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...

To see what jobs are attached to an Asset, in the Web Portal go to Assets > Asset Register > select the Asset Type tab > select the edit arrow for ...

Asset Types allow you to organise and manage your Assets within Formitize. Before adding Assets to your account, you must first create an Asset Type for the...