Formitize User Guide

There's no one-size-fits-all approach to jobs, so we added a customisation tool that lets you choose which information you see, and what order it appear...

This can be done by going into the Diary on the App by clicking on the people button in the top right to see users schedules, providing you have the User Pe...

The Formitize Scheduler is a powerful but super easy to use job management solution to create, assign and dispatch jobs to your Users. Assign field agents t...

If you are the Super Admin of the account, you will be able to see all Active and Deleted users in the Scheduler. Filters can be applied to Show / Hide the ...

You are able to hide the Unassigned Jobs, Queued Jobs and Deleted User information in the scheduler.  You can do this in the Web Portal by going to the ...

At present, the system doesn't provide the functionality to assign individual colours to users. This means that each user will not have a unique colour ...

Customising job status colours in the Scheduler is an effective way to visually differentiate and manage various job status' so that you know what is ha...

Currently, you are unable to assign a colour to each individual user's jobs in the Scheduler. 

Changing your default view in the Scheduler will ensure that it opens to your preferred view such as Day, Week or Month each time the Scheduler is opened. I...

The Formitize Scheduler makes creating and keeping track of Jobs and Users, as well as the information related to them, easy to view and manage. The Schedul...