Formitize User Guide

To customise your schedule information in the Web Portal, please follow the steps below;  1. Once you are in the Scheduler > Select the Scheduler Co...

This can be done in the App > Diary > Click on the people icon in the top right to see users schedules, providing you have the User Permissions to be ...

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 ...

Customizing 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.  ...

A job can be edited in the Web Portal and the App (depending on the user's permissions). In the Web Portal > Jobs > Jobs List > Select the ...

If there is a job that has been booked in for a certain date, but cannot be viewed in the Scheduler, it may have been booked for a time that is outside of t...

Whether you use Day or Week view in your Scheduler list, you are able to change the order that the Users in your Formitize account can be viewed. Making the...