Formitize User Guide

A job can be edited in the Web Portal and the App (depending on the user's permissions). Go into your Web Portal > Jobs > View Jobs > Edit ...

If you and your Users are experiencing a slow loading time for your scheduler, then it may be related to the list that you can view on the right hand side o...

If there is a job that is definitely booked in on a certain date, but cannot be viewed in the Scheduler, then it may be booked for a time that is outside of...

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

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 now access and/or edit User details of a job via a smooth drawer that appears from the right of the screen. In Day View,...

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 ou cannot change the colour if each job in the Scheduler by User - the colous in the Scheduler jobs are based on job status update, though . Be 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...