Formitize User Guide

The Client Portal is streamlined to help your customers view the invoices, quotes, jobs, reports and images that are connected to their client account. Once...

To edit or change the setting for an individual contact you are able to do this in Web Portal by going to the CRM > All Contacts > select the Edit Arr...

In order for customers to have access to webforms to fill out, you will need to make sure that you have access to Webforms in your Formitize account, have W...

You are able to switch between light and dark mode in the Client Portal by selecting the Moon/Sun symbol in the top right hand corner once you have logged i...

Once logged into the Client Portal through the Web Portal or Mobile Device > select Invoices either from the vertical menu bar or the horizontal menu bar...

Once logged into the Client Portal> Select Quotes from the vertical or horizontal menu bar.  (Note: The QuoteAccept function must be enabled in order...

Once logged into the Client Portal > Select Jobs from the vertical or horizontal menu.  View the Job. If there are a number of jobs, they wil...

Images can be located in two different areas of the Client Portal, depending on where they have been attached. They can be directly downloaded from the Clie...

In the Client Portal, your customers can access job, invoice and quote information that they have permission to view. For the job options, this means that y...

Webforms that are filled in the Client Portal cannot be redirected to your business address or any other nominated web address in your webform settings. Onc...