Formitize User Guide

To view all users Jobs in the app, you will need to have the correct User Permissions to do so.  If you have the user permissions to view others' jo...

After a recurring job has been created, the job dates can separately be moved or changed around, but if you wish to change the details for all future recurr...

For recurring jobs, until they are created which is generally 3 - 7 days before then next occurrence is due, these jobs are only visible in the scheduler as...

A job note is only visible for that specific job and will not carry across recurring jobs. If the note is specific to a Location, it can to be added as a Lo...

When there are multiple Users assigned to a single Job, it may require all of the Job assignees to complete all of the Job forms before being able to fully ...

You can search Completed Jobs in the App by going to Jobs > Completed. There is a search function where you can search the name or address, or you can us...

Open the Job by going to Jobs > View Jobs > Select the Edit pencil for the intended job. Or Scheduler > Click on intended job > Select Edit ...

You are able to send a manual communication straight from the Job, both via Web Portal or the App. In the Web Portal, when you have the job open, there ...

Attaching forms to job type templates allows you to keep track of the form that's being completed in regard to a specific job. It means that you can acc...