Release: Jul 19, 2019

Feature Update - Notes and Documents
Notes & Attachments taken to a whole new level for Jobs, Locations and Contacts!

You can now view and add separate Notes and Attachments for Jobs, Locations and Client Contacts with everything available in both the App and the web Management Portal keeping everyone updated while providing awesome visibility.


 

Main Benefit:

From either the App or the Web Management Portal you are able to:

Access, View and Add to:

  1. CRM Client Notes

  2. CRM Client Documents

  3. Job Notes

  4. Job Attachments

  5. Location Notes

  6. Location Attachments


Adding Client Location Notes & Attachments in the Web Management Portal

For your Client Contacts in the Management Portal CRM, you can add one or more Location for each Billing Contact. In addition to the normal Contact Details, you can now also add Notes and Attachments for that specific Location.


Select a client location, then add notes and attachments for that location
 


Main CRM Notes automatically updated with Job & Location Notes

Location Notes will also be stored in the main CRM Notes section with the Location address automatically added at the start of the Note as shown.​
 


Viewing & Adding Location Attachments

Add Location attachments such as Site Plans and Floor Plans
 


Adding & Viewing Job Notes in the Web Management Portal

In the Job page of the  Management Portal, the latest note appears. There are two buttons under the Notes section of the Job - ADD NOTE and VIEW NOTES. This enables all job notes to be viewed and added to any time via the Web Management Portal or in Job section of the App. You can also edit the latest Active note by selecting the Blue Pencil.
 


Add New, edit current & View Historic Job Notes in the Job Page.
 


Job Notes automatically added to Client CRM Notes (with Job Link)


All Job Notes added will also appear in the main CRM notes section with the Job Number automatically added at the start of the note. The Job Number can be clicked to be taken to the Job related to the note.


Viewing notes from the App: JOB, LOCATION and CLIENT

Job Notes, Location Notes and Client Notes Button in App Job Page

 

CRM Location Page in App showing Details, Notes & Resources for each Location


 

Location Details, Notes and Resource Documents can all be viewed from the App.

Just another way Formitize is helping you run your business smarter, impress your customer and save our forests!

 

Formitize - making paperwork, paperless.