FAQs
The Client Portal is a new Formitize opt in feature that allows you to save time by granting your clients access to information regarding any jobs that you ...
Tue, 3 Jun, 2025 at 4:57 PM
Client Portal settings are currently only available via the Web Portal. Go to the Settings cog > Client Portal > Client Portal Settings. If you ar...
Wed, 2 Jul, 2025 at 9:21 PM
In the Web Portal, select Power up from the top menu. and a list of opt in features will slide out from the right side of the screen. Then select Client Por...
Wed, 2 Jul, 2025 at 9:20 PM
The Formitize Client Portal offers several features designed to improve customer engagement, including: 24/7 Access: Clients can access their information...
Tue, 20 Aug, 2024 at 11:31 AM
You can change the appearance of the Client Portal in the settings. In the Web Portal, go to the Settings cog > Client Portal > Client Portal Settings...
Tue, 20 Aug, 2024 at 11:58 AM
In the Web Portal, go to the Settings cog > Client Portal > Client Portal Settings > Portal Features > select Jobs > Job Settings. In the...
Wed, 2 Jul, 2025 at 9:48 PM
Yes, the Client Portal connects to Formitize's PayNow feature, which not only saves time for both you and your customers, but allows them to pay their i...
Tue, 20 Aug, 2024 at 11:40 AM
Through the Client Portal feature, your clients will be able to not only view their quotes and accept them with Formitize's QuoteAccept module. They can...
Tue, 20 Aug, 2024 at 11:44 AM
Action Webforms add further functionality to the Client Portal by allowing clients to: Book Jobs: Clients can schedule jobs directly through the portal. ...
Tue, 16 Sep, 2025 at 9:57 AM
Currently you can only grant your customer access to their Client Portal via your Formitize Web Portal. (Note: To access the Client Portal feature, you will...
Tue, 5 Nov, 2024 at 9:14 AM