Formitize User Guide

You can link Assets to your Forms using the Asset element in the Form Builder. This allows users to select an existing Asset when completing a Form. In ...

You are able to generate and download an Asset Report from the Web Portal. This allows you to review and export your Asset information as a CSV file. In...

Formitize allows you to manage different types of Assets depending on where they are located and how they are used. Location Assets Location Assets ...

The Asset Card provides a record of all Forms and Jobs associated with an Asset, making it easy to view its history and related activities in one place. ...

You can view scheduled Mobile Assets, such as vehicles and equipment in the Scheduler. This allows you to see when Assets have been allocated to Jobs and ch...

You cannot delete an Asset, however you can archive an Asset which works in the same way. You are able to archive individual Assets or multiple at the same ...

You can reassign an existing Asset to a different Client or Contact by updating the details in the Asset Register. In the Web Portal > Assets > As...

If you've added a new field to an Asset Type, you can update your existing Form to include this field in the Asset Item or Asset List. In the Web Po...

You can assign an Asset to a specific Zone within a Location, helping you organise and identify where Assets are located. You can select an existing Zone or...

You can export Asset information as a CSV file to review and analyse trends over time. Reports can include all Assets or be filtered by Client, Location, As...