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.
Schedule Your Assets
It’s great to have your people scheduled, but you also need to ensure the right equipment is available to do the Job, so we have added an Asset section to the scheduler. Assets include any items such as Cars, Trucks, Trailers, Equipment - any Asset you use and need to Schedule.
Creating a New Job
You can create a New Job quickly and easily by either:
- 1. Clicking the “New Job” button or
- 2. By opening a New Job directly onto the Scheduler with a “click and drag” in the
location / user coordinates where you want to create the new job.
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 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
