Two-Way SMS Messaging for Better Customer Communication
Formitize Conversations is here. Every SMS is now two-way. Conversations is a new communication tool built directly into Formitize.
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News & Updates
Latest news, updates and features
PayNow Separate Surcharge Invoices: Simplifying Invoice Reporting and Payment Fee Tracking
Introduction Managing payment processing fees can become complicated when they appear mixed into standard invoices.
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Quote Sync with Xero: Keep Your Quotes Aligned Across Systems
Introduction If your team is jumping between Xero and Formitize to manage quotes, someone's probably copying and pasting more than they should be.
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Custom PDF Reports in Client Portal and JobLink: Share the Right Report with Customers
Introduction You've always been able to create custom PDF reports. Now you can control exactly which one your customers see.
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Recurring Jobs Page Columns: Manage Recurring Jobs Faster with More Visibility
Managing ongoing work is easier when the information you need is visible at a glance.
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Submitted Forms Filters: Easily Organise and Track Form Data
If you’re dealing with lots of form submissions, finding the right one can quickly become a headache. Submitted Forms Filters make it simple.
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View Formitize Jobs in Your External Calendar (Google Calendar, Outlook, Apple Calendar)
Ever wished your Formitize jobs just showed up in your normal calendar? Now they do.
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Contact Page Accessibility: Open Contact Cards in a New Tab Instantly
Introduction When you need a client’s details, you don’t want to waste time clicking around to find them.
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Form Statuses: Control Section Visibility in the Form Builder for Cleaner Multi-Stage Workflows
Introduction Managing multi-stage processes in a single form can quickly become messy. Extra fields, internal notes, and approval sections often sit alongside customer-facing content, creating confusion and clutter.
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