Formitize User Guide

To enable the dollar value in the Scheduler > Select the More Options Menu > Settings > Job Value Visible > Move the toggle to visible > Save...

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 job in the Scheduler > Ei...

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...

You are able to edit the Clients details in the Scheduler by selecting View Client Details in the Job Tile if you have not removed this from your Job Roll O...