Formitize User Guide

Mobile Assets are vehicles, equipment or other resources that your business regularly uses for Jobs. These Assets can be allocated and scheduled through the...

Location Assets are Assets assigned to a specific Client and Location, such as bait stations, traps or equipment installed at a Location. To create a Lo...

Yes, you can do this by going to Assets > Asset Register > select the Archive Type tab > select the Show Archived Assets checkbox > select the c...

No. You cannot currently move an Asset from one Asset Type to another. You can only recreate the Asset within the Asset Type list that you would like it con...

Yes, Asset Types can be deleted, however this process cannot currently be reversed, so you would need to be certain that you want to delete it, as you will ...

To add images to an asset in the Web Portal, just go to Assets > Asset Register > select the Asset Type tab > select the edit arrow for the Asset. ...

To view the submitted forms that are connected to an Asset or have the Asset in them, go to Assets > Asset Register > select the Asset Type tab > s...

Yes, notes can be added to an Asset via the Web Portal and the App. In the Web Portal go to Assets > Asset Register > select the Asset Type tab &g...

To see what jobs are attached to an Asset, in the Web Portal go to Assets > Asset Register > select the Asset Type tab > select the edit arrow for ...

Assets that you add to your Formitize account require an Asset Type to be listed in. To create a new Asset Type, go to Assets > New Asset Type. F...