User Guide
Answers to commonly asked questions

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What is Formitize? About Formitize
How can Formitize help me? About Formitize
What is Formitize? About Formitize
How can Formitize help me? About Formitize
Is Formitize just for large corporations? About Formitize
What industries does Formitize work in? About Formitize
What solutions can Formitize deliver? About Formitize
How does the Free Trial work? About Formitize
What is the difference between the App and Management Portal? About Formitize
Do you really build the first form for free? About Formitize
Where do I get my login details? Getting Setup
What is my password and username? Getting Setup
How do I change my password or username? Getting Setup
My login details don’t work / I can’t login, what can I do? Getting Setup
What are user permissions? Getting Setup
Where is the Help section in the App? Getting Setup
How do I Log in to the Management Portal Getting Setup
How do I edit my profile picture Users
How to update user details Users
What are Users? Users
What are Users? Users
What are the different User Types? Users
How do I add new Users? Users
What are user permissions? Users
How do I edit or remove users? Users
What are User Groups? Users
What is Main user group? Users
Do I need to have User Groups? Users
How do I add a New User Group? Users
How do I edit or delete a User Group? Users
What is the name of the App? App
What does the App do? App
How do I download the App? App
What devices can I use? App
What devices can I use? App
What happens if I lose my phone or tablet? App
How do I know what version of the App I am using? App
How do I update the App? App
How often does the App sync? App
How do I force sync the App? App
Can I use the App on multiple devices? App
How do I Update the App to the Current Version? App
How do I know what Version of the App I have on my Device? App
How do I Log in to the Management Portal The Management Portal
What is the Management Portal? The Management Portal
How do I access the Management Portal? The Management Portal
Can I access the Portal on different devices? The Management Portal
Is the Portal secure? The Management Portal
What customization options are available? Customizing
How do I add my logo? Customizing
Can I customize the App logo? Customizing
How do I select my Account theme color? Customizing
Can I turn sections of the App off so users can’t access them? Customizing
Where is the Help Menu in the Management Portal? Getting Help
How do I contact Technical Support? Getting Help
What is the Support Email Address? Getting Help
Can I speak to Technical Support? Getting Help
Where can I view and edit my company account details? Account Details
What Company Account Details can I change? Account Details
Where do I add and edit User Details? Account Details
How do I close my Formitize Account? Account Details
How do I add a Location to a Contact? CRM
What is the CRM? CRM
Why do I need a CRM? CRM
Where do I find the CRM in the Management Portal? CRM
Where do I find the CRM in the App? CRM
How do I create a new invoice? Invoices
How do I edit an Invoice? Invoices
How do I Archive an Invoice? Invoices
How do I delete an Invoice? Invoices
How do I see the Invoice PDF? Invoices
How do I add Line Items to an invoice? Invoices
Do Line Items need to have an Item code? Invoices
How do I add one off comments for customers to see on an Invoice? Invoices
How do I add photos to an Invoice? Invoices
How do I take payment on an Invoice? Invoices
Where can I see all payments received? Invoices
Can I take Card Payments with Formitize? Invoices
Integrating CRM Invoicing with your Accounting Software Invoices
How do I automatically Convert an Invoice from a Draft Status to an Open Status? Invoices
Xero Invoice Settings Invoices
Invoice PDF Options Invoices
How do I Customize the Invoice Email? Invoices
Default Invoice Email Attachments Invoices
Invoice Payment Terms & Conditions Invoices
Add your Bank Account details to an Invoice Invoices
Invoice Reminders Invoices
Adding or removing a Remittance Advice on the Invoice PDF Invoices
Adding a Remittance Advice to an Invoice Invoices
Invoice Prefix and Automatic Sequential Numbering Invoices
Default Invoice Payment Terms Invoices
How do I add a One-off attachment to an Invoice? Invoices
How do I add photos to my Invoices on the App? Invoices
How do I know that an Invoice has been emailed? Invoices
How do I change my Default Payment account? Invoices
How do I customize my default Tax Type? Invoices
Can I Convert an Invoice to a Job? Invoices
How do I change my billing terms? Invoices
How do I cancel an invoice Invoices
How do I send an invoice Invoices
How do I add One-off Attachments to a Quote and send in an email? Quotes
How do I add photos to Quotes on the App? Quotes
Can I Convert a Quote to a Job? Quotes
What are Quotes? Quotes
What is the difference between Quotes and Estimates? Quotes
How do I create a New Quote? Quotes
How do I add attachments to Quotes? Quotes
How do I add one off notes and comments to Quotes? Quotes
Where are the Quotes Settings? Quotes
What is Quote Prefix and Automatic Sequential Numbering? Quotes
What is Quote Title Quotes
What are Quote Terms & Conditions? Quotes
What is Quote Summary? Quotes
What is Quote Email? Quotes
What are Default Email Attachments? Quotes
What is Quote Expiry? Quotes
What are Quote Reminders? Quotes
How do I show a Quote has been accepted? Quotes
How do I convert a Quote to an Invoice or Job? Quotes
How do I view my Quotes? Quotes
How do I edit or delete a Quote? Quotes
What are Purchases? Purchases
What is the difference between Purchases and Expenses? Purchases
How do I create a New Purchase in the Management Portal? Purchases
How do I create a New Purchase in the App? Purchases
Where are the Purchases Settings? Purchases
Purchase Prefix and Automatic Sequential Numbering Purchases
Purchase Order Email Purchases
Purchases Default Email Attachments Purchases
How do I create a New Purchase in the App? Purchases
How do I add photos to Purchases in the App? Purchases
Where are the Accounts Settings? Accounts
What is the Accounts section? Accounts
What are Account Types? Accounts
What are Account Codes Accounts
What is Account Name? Accounts
What is Account Description? Accounts
What is Account Tax Treatment? Accounts
How do I add New Accounts? Accounts
How do I edit Accounts? Accounts
Where are the Tax Settings? Tax
How do I set up Tax Rates? Tax
How do I edit Tax Rates? Tax
How do I delete Tax Rates? Tax
What are Items? Items
Are Items for Income or Expenses? Items
Where do I add Items? Items
How do I edit Items? Items
How do I delete Items? Items
What are Pipeline Stages? Pipeline
What is the Sales Pipeline? Pipeline
What is the difference between Leads and Sales Pipeline? Pipeline
Do I need to use the Sales Pipeline? Pipeline
How do I customize the Sales Pipeline? Pipeline
How do I add or edit the Pipeline Stages? Pipeline
What is the difference between Expected Value and Pipeline Value? Pipeline
How do I generate reports on the Sales Pipeline? Pipeline
What does Converted to mean in the Sales Pipeline? Pipeline
What is an SMS? SMS
Where can I use SMS messaging? SMS
Where can I use SMS messaging? SMS
Where can I use SMS messaging? SMS
Do I have to use SMS messaging through Formitize? SMS
Why do I need to set up an SMS account? SMS
How do I set up my SMS Messages Account? SMS
How much do SMS messages cost? SMS
How do I top up my SMS balance? SMS
How do I see my SMS account balance? SMS
How do I create SMS templates? SMS
Where can I see my SMS templates? SMS
Can I edit SMS templates? SMS
How can I see the SMS messages I have sent? SMS
Can I use my existing Mobile account for Sending SMS Messages? SMS
How do I set the times that an SMS can be sent? SMS
How do I set the time that my SMS reminder messages are sent at? SMS
Where do SMS replies go? SMS
Can I send emails through Formitize? Email
How do I customize my email footer? Email
How do I change the Email From, name and address? Email
How do I set up Email templates? Email
Where can I view my email templates? Email
How do I know an email has been sent? Email
Where is the Sent Email log? Email
Does Formitize email integrate with other email systems? Email
What happens if a customer replies to a Formitize email? Email
What are Email Templates? Email
What are Custom Variables? Custom Variables
Where do I set up Custom Variables? Custom Variables
Do I have to have Custom Variables? Custom Variables
How do I add Custom Variables? Custom Variables
How many Custom Variables can I have? Custom Variables
How do I edit or delete Custom Variables? Custom Variables
What are Templates? Templates
How do I add new Templates? Templates
How do I edit Templates? Templates
How do I add Placeholder information to my Templates? Templates
What is a Contact? Contacts
How do I create a New Contact? Contacts
What is the difference between Leads and Contacts? Contacts
Does a new Lead also create a New Contact? Contacts
What are Customers and Suppliers? Contacts
How do I Upload existing Contact Databases? Contacts
How do I edit a Contact? Contacts
How do I delete a Contact? Contacts
What are Custom Variables / Fields? Contacts
How do I add a Custom Field/ Variables? Contacts
Making Calls to Clients Contacts
Exporting Client Contacts Contacts
How do I create an CSV File of my Contacts Contacts
How do I add Multiple Locations for a Contact Contacts
How do I add Multiple people to a Contact? Contacts
How can I add a Document to a specific contact? Contacts
How do I add a Document to a Contact? Contacts
Can I view a Document that has been added to the Contact using the App? Contacts
How do I add a Photo to a Contact? Contacts
How do I add a New Note to a Contact? Contacts
What can I import? Importing Existing Data
How do I import my jobs? Importing Existing Data
How do I import my contacts / customers? Importing Existing Data
How do I Import my Items? Importing Existing Data
How do I Import my Database? Importing Existing Data
What is a Lead? Leads
Where do I find my leads? Leads
How do I Add a new Lead? Leads
How do I edit Leads? Leads
How do I delete a Lead? Leads
How do I convert a Lead to a Quote, Invoice or Job? Leads
How do I Call, SMS or Email a Lead? Leads
How do I change the Pipeline Stage of a Lead? Leads
How do I add Notes to a Lead? Leads
How do I use Voice to Text to add Lead notes? Leads
What is the difference between Leads and Sales Pipeline? Sales Pipeline
Can I have multiple Pipelines? Sales Pipeline
Can I assign a Job to an Existing Invoice? Jobs
What is Job Value? Jobs
Can I see the Value of Future Jobs? Jobs
Can Job Details auto populate fields in forms? Jobs
What are Queued Jobs? Jobs
How do I send a Job to Queue? Jobs
How do I dispatch a Job to an App User? Jobs
What does the App user see when they receive a Job? Jobs
How do I restrict what the App user can see? Jobs
Reporting on the Job Value Jobs
How do I bulk reschedule recurring Jobs? Jobs
Can I assign a Job to a Group? Jobs
How do I complete a Job? Jobs
Can I assign a Sales Person to a Job? Jobs
Job Sales Source Jobs
How do I edit a Job in the App? Jobs
How do I see what communication is going to be sent from a job? Jobs
What is a Job Jobs
How do I create a new Job? Jobs
Do I need to complete all Job Details fields when creating a Job? Jobs
How do I edit or delete a Job? Jobs
Can I upload or import Jobs? Jobs
What Job Details can I add? Jobs
Can I add additional Job Details? Jobs
Can I add Invoices to Jobs? Jobs
What are Job Types? Job Types
Why would I use Job Types? Job Types
Do I have to use Job Types? Job Types
How do I create a new Job Type? Job Types
How do I edit or delete a Job Type? Job Types
What are Job Status Updates? Job Types
How many Job Status Updates can I have for each job type? Job Types
How do I set up a Job Status Update? Job Types
How do I delete a Job Status Update? Job Types
What are Future Reminders? Job Types
How many Future Reminders can I have for each job type? Job Types
How do I set up Future Reminders? Job Types
How do I delete a Future Reminder? Job Types
Do I have to add Line Items to a Job Type? Job Types
Do I have to have recurring on my job type? Job Types
What are Recurring Jobs? Recurring Jobs
Where can I view Recurring Jobs? Recurring Jobs
How do I set up Recurring Jobs? Recurring Jobs
How do I edit or delete Recurring Jobs? Recurring Jobs
Can I import Jobs? Importing Jobs
How do I import Jobs? Importing Jobs
Where can I view imported Jobs? Importing Jobs
What is the Scheduler? The Scheduler
How do I access the Scheduler? The Scheduler
What is the difference between the Scheduler in Portal and Diary in the App? The Scheduler
Does the Scheduler integrate with other calendars? The Scheduler
How do I add a job to the scheduler? The Scheduler
How do I move a job in the scheduler? The Scheduler
How do I edit a Job in the scheduler? The Scheduler
What does clicking on a job do in the Scheduler? The Scheduler
How do I re-assign a job from one person to another using the scheduler? The Scheduler
How do I add multiple people to a single job using the Scheduler? The Scheduler
What is an Unassigned Job in the Scheduler? The Scheduler
How do I see Unassigned Jobs? The Scheduler
How do I assign an Unassigned Job using the Scheduler? The Scheduler
How do I see a list of Jobs in the Scheduler? The Scheduler
What is map View in The Scheduler? The Scheduler
What is Hybrid view in the Scheduler? The Scheduler
How do I edit the layout of the scheduler? The Scheduler
What do the different colors mean? The Scheduler
How can I customize the colors of the jobs? The Scheduler
What does the colored triangle mean? The Scheduler
How can I customize the colors of the triangles? The Scheduler
How do I add a new Job Type from the Scheduler? The Scheduler
How do I add a new User in the scheduler? The Scheduler
How do I add a new User Group in the Scheduler? The Scheduler
What are Overdue Jobs? The Scheduler
How do I see Overdue Jobs? The Scheduler
Where is the Diary in the App? The App Diary
What are Forms? Forms
What would I use a Form for? Forms
Do I need to use Forms? Forms
How Do I View my Forms? Forms
Where can I see the Forms on my account? Forms
How do I build a New Form? Forms
How do I save forms? Forms
How do I deploy forms? Forms
Can I use the Form Building Wizard? Forms
Will Formitize build my forms for me? Forms
Can I fill out forms in the Management Portal? Forms
What is a Safety First form? Forms
What is a Kiosk form? Forms
Can forms be visible only to certain users? Forms
What are form actions? Forms
What are form options? Forms
What happens once a form has been submitted? Forms
Where do I find submitted forms? Forms
What can be done with Submitted Forms? Forms
How do I change the status of a Submitted Form? Forms
Can I separate the different Submitted Forms by type? Forms
How can a Submitted Form automatically create a New Task? Forms
What is Metadata? Forms
Can I extract the data from Forms? Forms
How do you Submit a Form/Report? Forms
How do I archive a Submitted Form? Forms
How do I send a PDF version of submitted form by email Forms
What is the CSV Report Builder? CSV Report Builder
How do I generate a Report? CSV Report Builder
What is a Preset Template CSV Report Builder
How do I save a Preset Template? CSV Report Builder
What are Tasks? Tasks
What is the difference between Jobs and Tasks Tasks
Where do I find Tasks in the Management Portal? Tasks
Where do I find Tasks in the App? Tasks
How do I create a Task? Tasks
How do I edit a Task? Tasks
How do I complete a Task? Tasks
How do I delete a Task? Tasks
How do I assign a Task? Tasks
What is Xero? Xero
Why would I use Xero? Xero
How do I integrate Xero and Formitize? Xero
What does the Formitize / Xero Integration do? Xero
What do I do if the Formitize / Xero Integration breaks or stops working? Xero
Who can help me set up Xero? Xero
What are the alternatives to Xero? Xero
How do I remove my Xero Integration from my Formitize Account? Xero
Can Formitize take credit and debit card payments? Paying your Formitize Account
Do Formitize charge a fee for card payments? Paying your Formitize Account
How can I view the Invoices for my Formitize account? Paying your Formitize Account
Can I Take Card Payments with Formitize from my Clients? Card Payments Using Stripe
What is Stripe? Card Payments Using Stripe
What fees do Stripe Charge? Card Payments Using Stripe
How do I set up a Stripe account? Card Payments Using Stripe
How do I link my Stripe account to Formitize? Card Payments Using Stripe
What are Resources? Resources
What would I use Resources for? Resources
Where do I find Resources in the Management Portal? Resources
Where do I find Resources in the App? Resources
How do I see my Resources? Resources
How do I add a new Resource? Resources
What are Folders? Resources
How do I add a New Folder? Resources
How do I delete a Resource? Resources
Can different Users see different Resources? Resources
What is the Expiry Date for? Resources
How do Expiry Reminders work? Resources
How do I print a Resource? Resources
What is an API? API
Where is my data stored? Data
What is the Cloud? Data
Is my data safe? Data
Is my data backed up regularly? Data
Who can access my data? Data
Are you working on new features? Feature Requests
How can I see the future Feature Roadmap? Feature Requests
How can I add suggestions for new features? Feature Requests
How do I report on My Income and Expenditure Reports
Can I Create Reports on the CRM? Reports
Can I export information out of Formitize? Reports
How do I export a CSV File on My Contacts? Reports
How do I create a Report on a Users Tasks? Reports
How do I create a Report on my Automated Reminders? Reports
How do I create a Report on my Quotes? Reports
How do I create a Report on my Invoices? Reports
How do I Create a Report on my Purchases? Reports
What is Safety First in Formitize? Safety First
How does the Safety First feature work in Formitize? Safety First
What is a Managers Visibility of Safety First Forms? Safety First
Can we Manage our Safety First Forms in Formitize? Safety First
Using Safety First and Resources in Formitize. Safety First
How do I create a Safety First Form Safety First
How do i add a Safety First Form to a Job? Safety First
How do i add a Safety First Form to a Job Type? Safety First
Where do I find the Diary in the App? Diary in the App
How do I adjust the Diary Settings? Diary in the App
What Settings are available? Diary in the App
Can I view other Users Diaries? Diary in the App
How do I create a New Job in the Diary? Diary in the App
How do I move a Job in the Diary? Diary in the App
How do I extend or reduce time assigned to a Job? Diary in the App
How do I edit a Job in the Diary? Diary in the App
Can I re-assign a Job to another User? Diary in the App
Where are Permission Settings for the Diary? Diary in the App
Creating a New Job - Tutorial Video Tutorial Videos
Getting Help - Tutorial Video Tutorial Videos
Setting up your CRM - Tutorial Video Tutorial Videos
Creating Job Types - Tutorial Video Tutorial Videos
View Forms Page - Video Tutorial Tutorial Videos
Form Actions - Tutorial Video Tutorial Videos
CSV Report Builder - Tutorial Videos Tutorial Videos
Form Options - Tutorial Video Tutorial Videos
Build New Form Page - Tutorial Video Tutorial Videos
Start Resume Form Page - Tutorial Video Tutorial Videos
Resources Page - Tutorial Video Tutorial Videos
Submitted Forms Page - Tutorial Video Tutorial Videos
CRM Contacts Features - Tutorial Video Tutorial Videos
CRM Dashboard - Tutorial Video Tutorial Videos
Formitize App - Tutorial Video Tutorial Videos
Management Portal - Tutorial Video Tutorial Videos
Form Builder - Tutorial Video Tutorial Videos
Can I convert a Submitted Form to a Job? Submitted Forms
How do I add a custom tab to the Submitted Forms page? Submitted Forms
How do I delete a custom Submitted Form tab? Submitted Forms
How do I edit a custom Submitted Forms tab? Submitted Forms
How do I know that a Submitted Form has been emailed? Submitted Forms
How do I get Webform functionality available on my Formitize Account? Webforms
What are Webforms? Webforms
What are the different types of webforms? Webforms
What are iFrame Webforms? Webforms
What are eLink Webforms? Webforms
How do I convert a normal form into a Webform? Webforms
How do I make one of my forms available to be Converted to a webform? Webforms
How do I email an eLink Webform? Webforms
Can I pre-populate an eLink Webform before I send it? Webforms
Can I customise the wording of the email for an eLink Webform? Webforms
What are Email Placeholders? Webforms
Can my customer access a webform after they have submitted it? Webforms
Can I also send Submitted Forms back out as an eLink Webform? Webforms
What actions can trigger from a Submitted Webform? Webforms
Can my customers upload attachments to webforms? Webforms
Webforms - Tutorial Video Webforms