Formitize User Guide

In the Scheduler view you are able to access and/or edit User details of a job via a drawer that appears from the right side of the screen. This can only be...

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 drawer will open...

To view the Job value in your Scheduler, you will need to select the Day view. There you can see the value listed just beneath the agent's username: ...

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...

In the scheduler on the right hand side of the screen, you'll find the 'Quick Create Job' option. Complete the fields and then drag the job elem...

You can edit the Contact details without leaving the Scheduler screen by clicking on the job in the Scheduler > View Client Details. This will o...