Formitize User Guide

Each User is able to personalise their view of the Scheduler, to make it easier to view and sort through jobs that are booked in for a number of people who ...

In the Scheduler view, you can access and/or edit User details of a job via a smooth drawer that appears from the right side of the screen. In ...

Select the Map option, and use the Users dropdown list to locate them and where their next job will be. You will be able to estimate where your ...

You can create a new User without having to leave the Scheduler screen, by clicking on the + symbol at the bottom of the screen > User. A dra...

Currently you cannot change the colour of each job in the Scheduler by User - the colours in the Scheduler jobs are based on job status update though. By de...

Yes. There is a Scheduler feature that allows you to be able to view the total value of jobs that an agent is scheduled for or has done in a day. To vie...

By default, the entire week - Monday to Sunday - is viewable in not only the Scheduler, but also the Diary in the mobile App. There may be specific days tha...

There are a few ways that you can create new jobs from the Scheduler in the Web Portal, or the Diary in the App. To create a new job via the Scheduler: ...

If you cannot see or view the Scheduler it may be because you do not have the permission set for your User account or User Group to be able to view or use t...

An easy way to book in holiday leave for a User in the scheduler is to create a 'job' with a Job Type for leave, so that a time can be blocked out a...