Formitize User Guide

There are many ways to create a new job in the App or Web Portal (with user permission) In the App select NEW in the top right hand corner or by selecti...

Setting jobs to Complete is a really good way to keep track of what jobs have and have not been done, as well as lowering the list of 'overdue' jobs...

Depending on the User's permission, a Job can be edited either through the Web Portal or the App. Web Portal, Jobs > Jobs List > Edit Pen >...

A job can be deleted in the Web Portal and in the App. To delete the job in the Web Portal, go to Jobs > Jobs List > select the checkbox for the j...

It is possible to include job fields in your form that will auto-populate. The CRM's contact and location components will connect automatically (What do...

When a job is queued, it becomes visible on the devices of all members belonging to the relevant User Groups (provided they have selected the filter to view...

To create a Queued Job, in the Web Portal go to Jobs > New Job > and in the Assign To field select Queue and the user group(s) that are able to accept...

Job value is a field in the job creation page in the Financials section, that enables a value to be assigned against the job. This may or may not be equival...

To assign / dispatch a Job to an App user using the Web Portal is the same as assigning a Job when you are creating it. In the Web Portal, go to Jobs > N...

If a User has enabled app notifications from Formitize, they will receive a ping notification when a job is assigned to them. Jobs can be viewed on the app ...