Schedule your People and Assets
Formitize Scheduler, Asset & Job Management System
Welcome to the powerful Formitize Scheduler, Asset & Job Management System.
We have kept the look and process as uncomplicated as possible, but don’t let that fool you - there are many powerful features hidden beneath the clean, simple surface.
The Scheduler is cloud based - meaning multiple people can work simultaneously on the Scheduler from anywhere in the world.
Schedule Your People
Schedule all of your People on one clean, simple and really easy-to-follow calendar-based scheduler.
Creating a New Job
You can create a New Job quickly and easily by either:
As you move the cursor, the time and date are visible, simply click where you want the job to start and drag to when you expect the job to finish. Once you complete the click and drag, the Job Sheet will automatically open ready for you to add any other items such as Job Number.
Add Additional People to Created Job
Add additional People to a Job by simply dragging the new persons name from the People menu on the left and dropping it on to the created Job in the Scheduler.
Add additional People to a Job by simply dragging the new persons name from the People menu on the left and dropping it on to the created Job in the Scheduler.
The original person assigned to the Job will be called the “Job Leader” and associated forms will be sent to that person only.
The Job Status for the Job Leader will be in full colour while the Status for additional people assigned to the same job will be a lighter tint of the original colour.
All colours and tints change together as the status of the job changes.
Add Assets to a Job
Add Assets to a job by simply dragging the Asset Name from the Asset list on the left on to the created Job in the People section. If you move the Job, all linked people and assets move with it.
Add the Forms Required
Add the forms required for the job and if you want to, pre-populate the smart forms with known information such as Customer Name, Address, Job Number and so on.
Multiple Forms for a Job
You can add multiple forms to a job. All forms must be completed before the job can be completed. Select the different forms you wish to add to the job and you will see them appear below. You can pre-populate any of the forms with known information prior to Dispatch. You will see a tab for “Common” Fields - this reveals all common fields for the forms selected so that you only need to enter that information once.
User Notified with Route Guidance
The Field User will receive a notification that they have received a New Job together with route guidance from their current location to the Job location.
Moving and Re-scheduling Jobs
Jobs can easily be moved and re-scheduled with a simple drag and drop with the Users Job List automatically updated in the App
Monitor the Job Status
The Scheduler monitors the current status of all Jobs from:
The colour of the Job automatically changes in the scheduler as the Job status changes in the field. Jobs missed or to be re-scheduled can be dragged and dropped to relocate on the scheduler or right click to return the Job the Unassigned Jobs list
Instant View of all Job Details
Simply Rollover the Job to see all key details including:
Customer Name
Job Number
Order Number
Job Notes
Priority
Location
Due Date
Start Time
Job Duration
Multiple Views
View the Scheduler in Day, Week, or Month format
And then in Map, Hybrid (Map and Scheduler), Scheduler or List View
Map View
Map view provides a geo location map overview of all active jobs with some great features:
View all jobs for the day for all Users
View jobs filtered by individual Users
The Job Location Markers on the Map change colour in line with the Job Status
Unassigned Jobs
All Unassigned Jobs are listed on the right hand side of the Scheduler and are assigned by simply dragging and dropping the Job onto the Schedule
You can filter Unassigned Jobs by “Day,” “Week,” or “All.”
You can additionally filter by Job Title, Job Type, Job Status or for a given Date Range
Recurring Jobs
Recurring Profiles include:
Start Time
Start Date
Duration of Job
Recurring every Day, Week, Fortnight, Month, Bi-Monthly, Quarter, Year
Amount of Repeats
Create the Job X days before next date
It will then show the next scheduled date for confirmation.
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