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Job Card Updated with Great New Features!

An exciting new version of the Job Card is being released, here's a quick summary of the changes and new features added.

Quick Summary of New Features:

• Clear, large indicator buttons at the top of the page to highlight: Job Number, Job Type, Job Status and Client Confirmation.

• Ability to change Job Status to Complete in Job Status button.

• Ability to allocate a Job not only to a specific Client Location, but also to a Zone within that Location.

• When Location is selected, Site Name will automatically populate.

• When a Job Type Template is selected, a green indicator highlight will appear for a few seconds around all fields to display what has been updated automatically. 

• Ability to assign jobs over multiple days, weeks, months.

• Ability to assign Mobile Assets to jobs for scheduling purposes (Asset Register Add-On required).

• New buttons added to Job Notes section with ability to add job notes, edit existing job notes and view all job notes

1. Clear, large job indicator buttons at the top of the Job Card

The new large indicator buttons at the top of the Job Card help users quickly identify the key elements of the job:

The Job Number - automatically created if not manually entered

The Job Type - with colour coding to match your Job Type preferences

The job Status - with colour coding to match your Job Status preferences

Client Confirmation - indicating whether or not, the client has confirmed the job.

Note, both the Job Status and the Client Confirmation can be changed by clicking on the button dropdown.

2. Ability to change Job Status to Complete in Job Status button and Select Client Confirmation

Click on the Job Status button to manually complete the job from the Job Card

Click on the Client Confirmation button to select "Client Confirmed"

3. Ability to allocate a Job not only to a specific Client "Location", but also to a "Zone" within that Location.

A Billing Client can have unlimited Locations assigned to them. An example is a Real Estate Agency (Billing Client) with many properties managed (Locations). Another example is a corporate client with multiple offices and warehouses around the country. 

Each Location can now have customised "Zones" to more accurately define the location of the job. If you are using the Asset Management Module, the Zones will also be available to assign Asset Location.
 

If you are using the CRM module, the Locations and Zones will also appear under the Contact Details
 

Zone examples include: Basement, 3rd Floor Reception, Rooftop South West Corner.
 

The Site Name given to the Location will now also appear in the Job Card, this is a name used to describe the Location in addition to the physical address.

4. Job Type Template Indicators

Job Type Templates are a great way to:

• Save huge amounts of time by auto pre-populating many of the job details

• Automating job status update communications

• Automating future job reminders

• Automating the job invoice details including line items and pricing

• Automating the Forms and Safety Forms attached to the job.
   

When you select a Job Type, the job fields that are auto-populated by Job Type Template are highlighted in green (as shown in image below) for just a few seconds to show you what has been automatically adjusted.

5. Assigning Multi-Day Jobs

You are now able to create jobs that run over multiple days, weeks or months.

You simply enter the Due Date and Time (Start) and the End Date and Time (End). The full duration will be reflected in the scheduler blocking out the assigned time.

The feature is also useful for blocking out annual leave and breaks for your team.

6. Ability to assign Mobile Assets to jobs for scheduling purposes (Asset Register Add-On required)

The Scheduler is a great tool for assigning people to jobs and visually seeing team allocation and availability. 

This feature has now been extended to include the scheduling of your equipment (Mobile Assets) to jobs too so that your assets aren't double booked and it's easy to see where all equipment is located and what job it is assigned to.

Please note that you need to have the Asset Management add-on activated in order to use this feature. You then simply set the Asset Category to "Mobile Asset" (as shown below) and it will be available to assign in jobs.

7. New buttons added to Job Notes section with ability to add job notes, edit existing job notes and view all job notes

Job Notes are used extensively by many clients and so the options have been increased to include:  

View Latest Note
Edit Latest Note
View All Job Notes
Add New Job Note

8. What other features are in the pipeline for the Job Card?

We are always listening to what our clients are suggesting and are already working on the next update of the Job Card which will include the following features:

1.  Be able to add your own custom Job Statuses

The current version has the System based job statuses that are tracking against what is happening with the job. The new feature will enable you to have separate Custom Statuses to suit your business that will work in addition to the current System Statuses.

2. Multiple "Visits" linked to a single Job

The current version enables jobs to run over multiple consecutive days, however, there are many clients where a "job" includes multiple visits spread over different days, weeks or even months. The next version will, therefore, allow the job to be set up with multiple visits scheduled. Each visit can have the same or different people and assets assigned to it.

3.  Custom Job Fields
    

Be able to add other Fields to the Job Card that are specific to you and your business. You will also be able to hide fields that are not relevant to you to help simplify the Job Card for you.

Formitize - Making Paperwork Paperless

A whole library of Form Templates to help you get so many different areas of your business paperless and efficient - and it's so easy to use!

Form Bank is a new library of form templates ready for you to download and use to help improve the different aspects of your business. Many of our clients come to us with a specific paperwork challenge that we solve, but often the process stops there, many of our clients not realising that so many other areas of their business can be improved too.
 

Template Categories

Form Bank templates are conveniently separated into categories including:

• Job Forms

• Health & Safety

• Timesheets

• Accounts

• HR & Teams

• Webforms

• Surveys

• IT

• Applications

• And a special category for COVID-19 related forms.

How to Access the Form Bank

To access the Form Bank, you have two options:

1. Go to Forms Dashboard and select the "Build New Template" button

2. Go to Forms Main Menu and select "Build Form Template" from the menu dropdown.

How it Works

1. Go to the FormBank

2. Select the Template Category from the left side menu

3. Click on the Thumbnail of the form PDF to review the detail and make sure it's right for you.

4. Click on the green "Upload Template" button and the template will be automatically uploaded to your Form Template List.

Can I edit a Form Bank Template?

Yes, you can edit Form Bank templates. In many cases the template will be just what you need, however, once you have uploaded the Template into your account, you can use the Form Builder to edit the template and make it perfect for your business.

How much does the new Form Bank cost?

There is no additional cost for Form Bank, it is provided as part of your general formitize solution. We just want to help you get even more value from Formitize and help you make all areas of your business paperless and efficient too. Please note that you will need the webform add-on for any webform related templates.

Explore and Download

Get rid of those paper forms as soon as you can. Explore the Form Bank and download the form templates that will help you.
 

Click here to view the Form Bank in your account

Powerful, fully integrated solutions for your business.

Formitize - Making Paperwork Paperless

1. COVID-19 Related Safety Form Templates

We have a range of COVID-19 related safety forms available to be added to your account at no cost. The following templates are available to select:

• COVID-19 Working from Home Safety Checklist (Australian Government)
• COVID-19 Self Assessment for Home Office (Global)
• COVID-19 Inspection Checklist
• COVID 19 Hand Hygiene Checklist
• COVID-19 Individuals Checklist
• COVID-19 Cleaning and Hygiene Inspection Checklist

To request the Templates to be added to your account, please click here: C-19 TEMPLATES

If there are other COVID-19 related forms that would assist you in managing your operations more effectively, please contact our Support Team directly.

2. Free Webform Add-on for 6 months.

With social distancing now a part of life (and business), for the foreseeable future, we want to offer our clients our Webforms add-on at no cost, for the next six months.

What are Webforms and how can they help my business?

Click to watch a short video on the Webform Add-on:
 

Webforms are online forms that can be used in so many different ways to help your business be more efficient and cut down process times and data collection (and avoid any direct face to face interaction). Example uses include:

• Online Agreements
• Proposals
• Quotations
• Questionnaires
• Surveys
• Order Forms
• Staff / Contractor Information
• Website Contact Forms
• And so much more .

How do I activate the Webforms Add-On?

To activate the Free Webforms Add-on on your account, please click here: WEBFORMS ADD-ON

You can then use the Drag and Drop Form Builder to create any Webforms you need for your business or select from the Templates available. Please note that this offer does not include our professional services team building forms for you.

Our Support Team will activate and contact you with details.

Formitize Ongoing Service

For your reassurance, Formitize is a secure, cloud-based business that will remain fully operational.

We have tens of thousands of clients relying on us every day from Government agencies and global corporations right through to the smallest of sole traders. Our entire systems were built to allow for global remote working, automated system scaling and robust enterprise operational architecture, so, we do not foresee any change in your experience in working with us.


Stay Safe

Of course, we still don't know the long term implications of the virus and it's impact on the community and economy, but it will end, and we will get through it. It is a matter of working smart, adapting where we can and caring for one another. 

Thank you for being part of the Formitize family, we appreciate it.

Matt Burge
CEO
Formitize

Formitize - Making Paperwork Paperless