Import Historical Jobs

Bringing your business history into one place just got easier.

You can now import historical jobs into Formitize with the appropriate job statuses, helping you maintain a complete record of past work — even if those jobs were originally created in another system.

This makes it easier to keep customer history organised, improve visibility across your operations, and transition into Formitize without losing valuable records.

 

 

What’s New: Import Historical Jobs

You can now import completed and historical jobs directly into Formitize as part of your migration process.

With this update, you can:

• Import historical jobs from your previous job management software
• Retain completed job records alongside current and future jobs
• Import jobs with the correct statuses already applied
• Keep customer history and past service records in one system
• Improve long-term visibility across clients, properties, and previous work completed

This helps create a more complete operational history inside Formitize without needing to manually recreate old jobs.

In short: You can now bring your completed job history into Formitize, making your transition smoother and your records more complete.

 

 

Primary Benefit Section

For many businesses moving to Formitize, one of the biggest challenges has been losing visibility of past jobs completed in previous systems.

Without historical job imports, teams often had to keep old software active, store spreadsheets separately, or manually search through archived records when customers called about previous work.

This update removes that friction by allowing historical jobs to be imported directly into Formitize with the correct statuses already attached.

That means your team can work from a single source of truth instead of switching between systems or relying on disconnected records.

 

 

Efficiency / Workflow Improvement Section

Importing historical jobs helps reduce admin work during onboarding and day-to-day operations.

Instead of manually recreating past work, businesses can now:

• Bring previous job records into Formitize faster
• Reduce reliance on old software platforms
• Keep customer history accessible in one place
• Improve visibility when quoting, booking, or reviewing repeat work
• Make onboarding easier for office and field teams

This creates a smoother transition into Formitize while helping teams stay organised from day one.

 

 

Designed for Real-World Use

Historical job data is important for many service businesses, especially when managing repeat customers, compliance records, warranty work, or long-term service history.

This feature is designed to fit naturally into your onboarding and migration workflow, allowing businesses to continue operating with confidence while maintaining visibility over past work completed.

Whether you’re importing a small amount of historical data or years of previous job records, this update helps keep everything connected inside one platform.

 

 

Why This Matters (And Why You’ll Love It)

Moving systems shouldn’t mean losing access to your business history.

By allowing historical jobs to be imported into Formitize, businesses can transition more confidently while maintaining valuable records that support customer service, reporting, and future work.

This is especially useful for:

• Businesses migrating from another job management platform
• Teams with long-term repeat customers
• Companies needing access to historical service records
• Admin staff managing customer history and enquiries
• Businesses wanting a single system for all past and future jobs

 

 

FAQ Section

Can I import completed jobs into Formitize now?

Yes. Historical and completed jobs can now be imported into Formitize with the appropriate statuses.

 

Will imported historical jobs appear alongside current jobs?

Yes. Imported historical jobs will exist within your Formitize account alongside your active and future jobs.

 

Do imported jobs keep their status?

Yes. Historical jobs can be imported with the appropriate status applied, helping maintain accurate records.

 

Is this useful if I’m moving from another software platform?

Absolutely. This feature is designed to help businesses transition into Formitize while keeping access to their previous job history.

 

Do I need to manually recreate old jobs?

No. Historical jobs can now be imported instead of being manually recreated one by one.

 

Can historical jobs help with future customer service?

Yes. Having access to previous work completed can help your team respond faster to customer enquiries, repeat bookings, and service history requests.