Resource Drawer: A Faster Way to Manage Resources Without Leaving Your Workflow
Introduction The Resource Drawer lets you add and edit files without navigating away. You stay on the page, do the thing, move on.
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News & Updates
Latest news, updates and features
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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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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