Formitize
Formitize
YouTube Video
  • The Formitize Cloud Scheduler is a powerful but super easy to use job management solution to create, assign and dispatch jobs to your users. Assign multiple field agents to a job, attach forms required, monitor progress in real time. Day, Week and Month and Team / Group View in Scheduler, List, Map or Hybrid View (Map and Schedule). GPS location linked to job status and fully integrated into the F...

Formitize
Formitize
YouTube Video
  • The Formitize CRM Job Types feature is an awesome way to save time and automate communications both with your customers and with your internal team. Job Type Details save time by setting up template information for each type of job. Job Status updates trigger automated communications by email, SMS, letter or by creating an internal Task at different times and can be customized for each Job Type. F...

Formitize
Formitize
YouTube Video
  • An overview of the Jim 's Group Formitize App. The video is a summary of the different features of the App including Jobs, Forms, Leads, Diary, Customer CRM and Resources. The App Forms and Reports are customised for each division of the Jim's Group. Please see separate videos on the Management Portal and CRM modules.

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