Release Notes
Follow new updates and improvements to Formitize.
September 26th, 2024
Feature Release Update: Enhanced Calendar Picker for Smart Table Filters
We’re excited to introduce the upgraded Calendar Picker for date range filtering in our Smart Tables. This enhancement provides users with a more flexible and intuitive way to filter data by specific dates, giving you full control over date selection, together with predefined quick filters.
Key Features:
Flexible Date Selection:
With the updated Calendar Picker, you can now choose precise dates by selecting a start and end date or simply mark a single date. This level of control allows for more detailed data filtering.Predefined Filters are Still Available:
For those who rely on quick filters like "Next 7 Days" or "Past 30 Days", rest assured, these predefined filters are still available for quick and easy access (see image 4).
Dynamic Filtering Options:
The Filter By feature dynamically updates based on the Smart Table you are working in. For example, in the Invoices section, you can choose to filter by options such as Invoice Date, Due Date, Latest Payment Date, Date Created, or Date Modified.
How to Use:
Access the Calendar Picker: Simply click on the filter icon next to the "Date Range" option in your Smart Table.
Select Your Date Range: Use the Calendar Picker to mark the start and end dates of your range. Alternatively, you can click on a single date to filter for that day alone.
Apply additional filters if needed.
This improvement brings a modern, user-friendly, and versatile date filtering experience to your workflow, enabling more accurate data retrieval with less hassle.
September 23rd, 2024
We’re excited to announce that 19 new forms have been added to the Formitize Forms Bank, further expanding its utility across various industries. The Forms Bank is a repository of ready-to-use form templates designed to streamline business processes, ensure compliance, and enhance efficiency.
What's New?
The new forms cater to multiple sectors, including health and safety, equipment management, client relations, and more. These templates have been crafted to ensure operational excellence and are flexible enough to be adapted across different industries.
Here are some of the newly added forms:
Fault Resolutions Forms:
Equipment Fault Report: This form allows businesses to track and report faulty equipment, ensuring prompt action and reducing downtime.
Customer Complaint Resolution: Capture and document complaints, ensuring timely and effective resolutions.
Health & Safety Forms:
Accident Report: Streamline the process of documenting workplace accidents for proper investigation and corrective actions.
PPE Checklist: Ensure the proper use of personal protective equipment and compliance with safety standards.
Proposals and Agreements:
Service Agreement: Document terms and conditions of service agreements between your business and clients.
Contract Approval: Obtain and document the necessary approvals for contracts and agreements.
Parts Orders/Requests:
Parts Order Form: Simplify the ordering of parts and supplies, ensuring all necessary details are captured for a seamless procurement process.
How to Access?
These forms are now available under their respective categories in the Form Bank (see image).
This gives you instant access to download, customize, and start using the templates suited to your industry.
For Formitize account holders, you can access the Forms Bank directly via the Form Bank Link within the web portal. Simply log in to your account, navigate to the Forms section, and explore the Form Bank.
For a detailed look at the Forms Module and the capabilities of the forms, visit the Forms Module Page.
Benefits:
Streamlined Operations: These forms are designed to help manage equipment maintenance, client service, and safety inspections seamlessly.
Industry-Specific: While created for general use, the forms can easily be tailored to meet specific needs within various sectors.
Ready-to-Use: With forms for reporting, contract management, safety, and much more, businesses can begin enhancing their workflows instantly.
Stay tuned for more updates as we continue to expand our Forms Bank!
September 23rd, 2024
Less Clicks, Better Service, Paid Faster!
Following the positive reception of the Send functionality, which you can explore here, we are excited to announce the next big step: the Payment Options functionality in the side drawer.
With this update, you can now not only send invoices and quotes with ease but also process payments directly from the same streamlined side drawer interface.
Key Enhancements Include:
1. New Payment Options in the Web Portal, Side Drawer:
Accessible directly from the invoice and quote screens, the Payment Options drawer allows users to take and record payments without leaving the page.
This includes multiple payment methods:
Card
Cash
EFT (electronic funds transfer)
Cheque
2. Fast and Easy Payment Processing:
If PayNow is activated, you can take instant payments using card details.
Without PayNow, you can still record payment details and automatically send customers a paid invoice confirmation, saving time and ensuring smooth payment operations.
What’s Next?
This feature will be rolled out soon to the Web Portal, ensuring a faster and more streamlined payment experience. Following this web release, the same functionality will also be introduced on the Formitize App, extending these efficiency improvements to mobile users as well.
Stay tuned for further updates!
September 19th, 2024
The Client Portal has officially launched, and we are excited to announce that it is now available for Early Access Pass users.
This much-anticipated feature allows your customers to conveniently pay invoices, request quotes, and book jobs, all within a user-friendly portal at any time.
Key features include secure Stripe integration for payments, seamless interaction with other Formitize modules, and customizable access levels for each client.
Early Access users will be the first to experience these functionalities, and we are working towards making this available to all users in the upcoming weeks.
Stay tuned as we continue refining this feature before the full release!
For more information and updates, visit our Client Portal page.
September 12th, 2024
We’re thrilled to introduce enhancements to the sharing process for Quotes and Invoices in Formitize. This new update offers a more seamless user experience by reducing the number of clicks and simplifying the workflow.
Key Improvements:
1. New 'Send' Icon in Invoices and Quotes Grid
The grid now includes a new "Send" icon (paper plane) next to each item. Clicking this icon triggers the new share drawer to appear, saving time previously spent navigating multiple screens. Users can now send directly from this page.
2. New Share Drawer for Invoices and Quotes
The share drawer slides in from the right when you need to send quotes or invoices, offering three sharing methods:
Send by Email
Send by Message
This feature enhances usability by allowing users to send quotes or invoices without leaving the main screen.
Other Features:
Link Sharing: A sharing method that provides a direct, shareable link for customers to view their invoice online. Includes a "Copy Link" button for quick access and a prompt for setting up online payments.
QR Code Sharing: This feature allows sharing the invoice using a QR code. Clients can scan the code to immediately access the invoice, enhancing ease of use and convenience. Ideal for use in physical or digital communication.
3. Enhanced Share Button on Invoice/Quote Creation Page
The Share button, previously buried in multiple clicks, now immediately opens the share drawer, reducing workflow steps and improving efficiency.
How It Works:
Quick Access from Accounts Page: Access the send option directly from the Invoices/Quotes grid using the new paper plane icon.
Streamlined Sharing Options: Easily share via email or SMS message without leaving the current page.
Improved Workflow Efficiency: No more navigating between multiple screens; all sharing options are now consolidated into the new drawer.
Benefits:
Increased Productivity: The streamlined process reduces time spent on routine sharing tasks.
User-Friendly Navigation: The redesigned workflow improves usability and ensures team members can quickly send invoices and quotes.
Future-Proofing: This update is part of a larger effort to improve Formitize’s overall user experience, keeping users' needs in mind.
Future Updates:
We are continually working to optimize this process further, ensuring the smoothest possible experience for your team.
September 6th, 2024
Introducing FormSketch – A Powerful New Addition to Formitize
We are excited to announce the upcoming release of FormSketch, a highly anticipated feature arriving soon on the Formitize platform. Designed to transform how businesses handle field documentation, FormSketch will allow you to create precise digital drawings directly from the app, streamlining your on-site processes.
Whether you're conducting inspections, marking site boundaries, or documenting important details, FormSketch offers a powerful new way to capture and share information. With seamless integration into Formitize, users can now add real-time sketches to their reports, improving communication and overall efficiency.
Why Formitize Users Will Appreciate FormSketch
FormSketch is tailored to meet the needs of businesses that rely on accurate, on-site documentation. Here’s why it’s a valuable tool for Formitize users:
High-Precision Drawing: Capture accurate sketches that can be directly linked to your reports and forms, ensuring all critical details are recorded.
Efficient Workflows: Complete all sketching tasks on-site with your mobile device, reducing the need for manual paperwork and follow-up work.
Seamless Communication: Instantly share your sketches with clients, team members, or contractors, providing clear and precise information.
Error Reduction: By utilizing digital sketches, you avoid the errors and misinterpretations that often come with hand-drawn notes, improving the accuracy of your reports.
Key Features of FormSketch for Formitize Users:
Real-Time Sketching: Create detailed, precise sketches directly from your mobile device while out in the field.
Full Integration with Formitize: Link your sketches with forms, reports, and other documentation to provide a comprehensive overview of your on-site activities.
Instant Sharing and Collaboration: Share your sketches immediately with your team or clients, ensuring fast and efficient communication.
Easy-to-Use Interface: FormSketch is designed for simplicity, making it easy for all users, regardless of technical experience, to create accurate sketches.
Versatile for Any Industry: Whether you’re in pest control, building inspections, or another field service, FormSketch is adaptable to meet the specific needs of your industry.
Early Access for Formitize Users
Be one of the first to explore the full capabilities of FormSketch by joining our Early Access Program for Formitize users. This exclusive opportunity allows you to try the new feature before its official release. Sign up for Early Access today and see how FormSketch can transform your on-site documentation and workflows.
FAQs:
Q: What is FormSketch?
A: FormSketch is a new digital drawing tool integrated into the Formitize platform, allowing users to create precise, real-time sketches during field operations.
Q: How will FormSketch benefit my business?
A: FormSketch enhances precision, saves time, and facilitates communication by enabling you to create, edit, and share digital sketches instantly during on-site activities.
Q: How do I access FormSketch?
A: You can gain early access to FormSketch by registering your interest and being one of the first to explore its powerful features.
September 5th, 2024
We’re excited to announce the latest updates to the Formitize Web Portal, focused on improving the user experience and providing more flexible customization options.
Here’s what’s new:
CRM Contact Page Enhancements
The CRM Contact Page has been streamlined by merging the Communication and Activity panels into a single view, making it easier to access key information without unnecessary clutter.
Now, you can:
Rearrange icons to suit your workflow.
Hide unused icons for a cleaner workspace.
Expand sections to full-screen mode for better focus on specific tasks.
New Multi-Function Button
The introduction of the new "New" button allows quick access to create items such as Jobs, Invoices, or Leads without navigating away from your current page, ensuring smoother task management.
Menu Customization and Layout
Users can now fully personalize the menu layout by rearranging icons to fit their preferences or hiding unused icons. The Expand and Condense feature lets you switch between a full-screen or compact view to optimize your workspace.
Smart Tables for Enhanced Data Management
Several modules, including Leads, Forms, and Assets, have been upgraded with smart tables.
These tables offer advanced features like filtering and searching to help you manage data more efficiently. Additionally, the Timeline has been converted into a smart table, making it easier to track your event history with advanced sorting and filtering.
View Saved and Submitted Forms
We’ve introduced the ability to view both Saved and Submitted forms, providing more visibility and control over forms that are in progress or completed.
Responsive Design for All Devices
The updated responsive design ensures a consistent experience across all devices, whether you’re on a desktop, tablet, or smartphone. The layout automatically adjusts to fit your screen for a seamless user experience.
What’s Next?
The next phase will consolidate system menus into a unified interface. You’ll also have the option to move the menu to the side of your screen, based on your preference. Stay tuned for more exciting updates!
FAQs About the Portal Update
Q: What are the key updates in this release?
A: The CRM Contact Page has been simplified by merging the Communication and Activity panels. You can now customize your menu, and a new multi-function "New" button has been added. Smart tables have also been introduced for better data management.
Q: How does the new "New" button work?
A: The "New" button provides quick access to create Jobs, Reports, Leads, and other items without needing to switch pages.
Q: What are smart tables?
A: Smart tables offer advanced functionality like filtering, searching, and sorting, making data management easier for modules like Leads, Forms, and Inspection Reports.
August 30th, 2024
We're excited to announce the release of a significant update to the Scheduler module, introducing the User Details Quick Drawer feature. This update is designed to enhance your user experience by providing quick access to detailed user information directly from the scheduler.
Key Features and Enhancements
Scheduler Jobs Context Menu:
"View Assigned To Details" Functionality: Easily access user details by selecting "View Assigned To Details" from the job context menu within the Scheduler Jobs view.
Scheduler Day View:
"View User Details" Functionality: Click on a user's name or map separation in the Scheduler Day view to open the User Details Drawer.
Click on Map View: While on the Scheduler Day View, click the "Map" button to display the map alongside the scheduler.
Open User Details: Click on the resource name, for example, "Keith Azzopardi". This will open the User Details Drawer for that specific user.
Update Map Location: Click on the Map Icon next to the resource name. The map will update to show the correct location for the selected resource.
Scheduler Week View:
"View User Details" via Avatar: Click on a user's avatar in the Scheduler Week view to open the User Details Drawer.
Scheduler Tooltip:
Style Improvements: Experience enhanced tooltip styling for better usability and aesthetics.
Add New User in Footer:
User Drawer Access: The "Add New User" button in the footer opens the User Drawer, allowing you to add new users with a confirmation on save.
User Panel Permissions:
Private Tab Permissions: Permissions for viewing the Private tab in the User Panel are now enforced. Non-admin users will see the tab grayed out and cannot access its contents, ensuring that sensitive information remains secure.
Key Benefits:
Improved Efficiency: Quickly access and edit user details without leaving the Scheduler view, streamlining your workflow.
Enhanced Usability: The updated tooltips and intuitive drawer interactions make user management easier and more effective.
Secure Access: Robust permissions ensure that sensitive information remains protected, accessible only to authorized users.
We appreciate your trust in us and are excited to see how these new features enhance your scheduling and user management experience. Your feedback is invaluable—let us know how these updates are working for you!
Together we’re Innovating Smarter Business!
August 22nd, 2024
We’re excited to announce a new enhancement in the Scheduler module.
Team members with permissions to book jobs can now see the total job value for each day directly within the Scheduler, helping ensure that technicians meet their daily targets.
This feature provides a clear overview of the allocated job value, improving efficiency in job booking and resource management.
Note: Future updates will consider enabling a toggle to enable or disable this feature, providing better flexibility.
August 21st, 2024
We're excited to announce that beginning August 21, 2024, the QuoteAccept feature will be automatically enabled for all new accounts.
This enhancement streamlines the quoting process, allowing your clients to accept quotes quickly and easily.
With QuoteAccept, you're one step closer to closing deals faster, improving client satisfaction, and increasing your business efficiency.
Enjoy the simplicity of digital quote acceptance from the moment you start with Formitize!
For more information, visit QuoteAccept.