Release: Feb 25, 2018
Feature Update: New user Guide
We are excited to announce the release of the new Formitize User Guide.
The User Guide covers helpful information on how to use both the Management Portal and the App and includes written directions and screenshots to show you the most direct path to your required Task or Action.
You can find the User Guide in the Management Portal using Help>User Guide
As part of the User Guide we have given you the opportunity to provide us with feedback on topics and questions that may not already be covered. If you can’t find the answer you are looking for please fill in this information and our Support Team will respond.
The New user guide covers the below areas:
About Formitize
Getting Setup
Users
App
The Management Portal
Customizing
Getting Help
Account Details
CRM
Invoices
Quotes
Purchases
Accounts
Tax
Items
Pipeline
SMS
Custom Variables
Templates
Contacts
Importing Existing Data
Leads
Jobs
Job Types
Recurring Jobs
Importing Jobs
The Scheduler
The App Diary
Forms
CSV Report Builder
Tasks
Xero
Paying your Formitize Account
Card Payments Using Stripe
Resources
API
Data
Feature Requests
Formitize - Making Paperwork, Paperless!