Systemize Help

Get Started

• Login To Begin In Systemize
• Add A Logo To A Job Form
• Systemize Quick Start Guide
• Summary Of Systemize Icons
• How Systemize Works
• Common Questions About Systemize
• Where To Find Systemize Answers
• Create A Desktop Shortcut
• Video: Where To Find Systemize Answers

How-To Videos

• Video: Systemize Leads
• Video: How To Re-Order Items In Systemize
• Video: Create & Use Job Templates
• Video: What Are Job Forms?
• Video: From Quote To Job
• Video: Assignees & Users
• Video: Automatically Expand Or Collapse Forms In Jobs
• Video: Create A Job
• Video: How Systemize Works
• Video: A Day In The Systemize Life
• Video: Auto-Schedule
• Video: Roles
• Video: Add Job Forms To Templates
• Video: Access Your Database
• Video: Create, Duplicate, Edit Job Forms
• Video: Create & Format Job Form Fields
• Video: Format Field Width
• Video: Schedule & Update Job Activities
• Video: Create & Manage Job Activity Types

What's New

• What’s New: Moraware Recap Fall 2024
• What's New: Filter Job Phases
• What's New: Systemize Two-Factor Authentication Login
• What's New: Reporting Updates
• What's New: Update Multiple Activities To Any Status
• What's New: Required Form Fields
• What's New: Separate Download and View Files Icons In Systemize
• What's New: Improved View Saving In Systemize
• What's New: Updated Map Features
• What's New: Assignee Order
• What's New: Improved Search Features
• What's New: Edit Job Forms From Calendar Views
• What's New: Order Info In Calendar Views
• What's New: Order Info In Job Views
• What's New: Calendar Updates
• What's New: Move Pop-up Boxes
• What's New: Search & Contact Us
• What's New: Dialog Box Updates
• What's New: Updated Order Areas From CounterGo To Systemize

Jobs

• Add Activities To Existing Jobs
• Add A Background Color To Job Form Fields
• Add A Clickable Link To A Form Field
• Add Activity Types To Existing Templates
• Add Another Job Form To A Job
• Add Blank Space To Job Forms
• Add CounterGo Quotes Or Orders To A Systemize Job
• Add Fields To Existing Forms
• Add Images To A List Of Values
• Add Job Numbers
• Add Multiple Columns To Shop Views
• Add Or Edit Required Form Field
• Add Or Remove An Existing Activity To Or From A Process
• Add Order Areas To Job Forms
• Add Printable Grid To Forms
• Add Salespeople
• Appointment Change Logs
• Assign A Salesperson To A Job
• Assign An Order Area To A Job Form
• Attach Multiple Files To A Job
• Attach Related Files To A Job
• Automatically Expand Or Collapse Job Forms
• Automatically Include Forms In New Jobs
• Auto-Schedule And Dependencies
• Change A Text Field To A List Of Values Field
• Change Activity Sorting
• Change Activity Status Order
• Change Job Activity Order
• Change The Order Of Added Job Fields
• Color Code Job Form List Of Values
• Complete Activities
• Create Assignees
• Create A Job
• Create A Job With Multiple Phases
• Create A New Job Form
• Create A Systemize Job Directly From CounterGo
• Create A Template For Phases
• Create An Activity Series
• Create Custom Job Issue Categories
• Create File Types
• Create Job Activity Types
• Create Job Fields
• Data Types
• Delete A Job
• Delete A Job With An Attached CounterGo Quote
• Delete A Job With An Attached Order
• Delete / Disable A Job Form
• Delete Form Fields
• Duplicate A Systemize Form
• Duplicate A Job
• Duplicate Vs Export Forms With List Of Value Images
• Edit A List Of Values In A Form Field
• Edit An Existing Job Form
• Edit File Type List Of Values
• Edit Job Activity Statuses
• Edit Job Field List Of Values
• Enter Addresses - Job Vs Account
• Enter Details In A Job Form
• Examples For Auto-Scheduling
• Export A Systemize Form
• Flag Jobs Requiring Change Order
• Form Field Options Explained
• Format All Form Fields
• How Assignees And Users Are Different
• Ignore Auto-Schedule
• Image File Print Sizes
• Import A Systemize Form
• Inactivate Custom Fields
• Inactivate Job Form Fields
• Inactivate Or Delete Salespeople
• Job Statuses Explained
• Job Templates
• Make Job Templates Available For Jobs And Leads
• Manage Re-Works & Track Errors
• Multiple Assignees For Activities
• Multiple Dependencies In An Activity
• Order Area Forms For Activity Packets
• Order Info, Order Areas, And Order Area Forms Explained
• Order Info & Phases
• Phases And Job Forms
• Print A Job Issue Form
• Print Landscape Job Forms
• Print Current Date & Time On Job Forms
• Print Forms In A Job
• Print Packets From Inside A Job
• Pulling Summary Info From Job Phases
• Re-Order Job Forms
• Remove Field Borders In A Job Form
• Reverse Dependencies
• Sample Job Forms To Download And Import
• Schedule Activities
• Show Appointments In Shop Views
• Show Form & Job Fields In Shop Views
• Select & Format Multiple Job Form Fields
• Sort Activities By Date
• Specify File Types To Include In Activity Packet
• Summary Forms
• Track When Deposits Are Paid
• Turn Off Auto-Schedule
• Unplanned Multiple Day Activities
• Update Multiple Activities To Any Status In A Job
• Use A Checkbox Instead Of A New Activity Type
• Use Activity Packets
• Use Consistent Activity Types
• Use CounterGo Orders In Systemize
• Use Job Issues
• What Is A Job Process?
• Filter Job Phases

Accounts

• Set A Default Job Template For An Account
• Create Account Fields
• Assign Default Salesperson To Account
• Active Job, Quote, And Order Totals For Accounts
• Export Contacts
• Create An Account
• Import Account Information From A Spreadsheet
• Add Account Contacts
• Bookmark Accounts View
• Use Account Issues
• Make An Account Inactive
• Set Account Issue Categories
• Add An Account When Creating A Job
• Remove Or Delete Account Contacts
• Account Details View
• Merge Accounts
• Change The Account For A Job
• Create An Account Field For Account Type

Users / Security

• Use Shop Settings / Shop Users
• Change Login Location Settings In Systemize
• Remove Inactive Assignees
• Unlock A User Account
• Set The 'Myself' Shortcut For Assignee & Salesperson
• Change Assignee List Order
• Hide CounterGo Quotes, Orders, Or Prices From Systemize Users
• View A User's History
• Create Systemize Users & Assign Roles
• View Details Of Deleted Job
• Edit Or Create User Roles In Systemize
• Change A User's Security By Assigning A Different Role
• Add Job Settings To A Role
• External Users
• Change Your Password
• Duplicate A Role
• Reset Another Systemize User's Password
• View Job Change Logs
• Add A CounterGo User To Systemize
• Remove A CounterGo User From Systemize
• Allow A Systemize User To View CounterGo Quotes And Orders
• Change Systemize Application / Security Settings
• Inactivate A Shop User
• User Login Sessions & Locations
• Inactivate Or Remove A Systemize User
• Create A Systemize User
• Hide CounterGo Files

Sales & CRM

• Create A Lead Field
• Lead View: Leads Needing Follow Ups
• Lead View: All Active Sales Leads
• Lead View: Filter Leads By Salesperson
• Create A Sales Lead Process And Template
• Track Conversion From A Lead To A Job
• Convert A Lead To A Job
• Lead View: Lead Activities Missing Dates
• Track Sales Activity
• Use Systemize Leads With CounterGo
• Track Sales Leads In Systemize Overview
• Sample Lead Form To Download And Import
• Add Lead Numbers

Manage Your Account

• Update Systemize Billing Info & View Past Invoices
• Inactivate Or Delete Assignees
• Reset Your Systemize Password
• File Storage Limit In Systemize
• Archive Your Data When Leaving Moraware
• Multiple Databases For Multiple Shop Locations
• Active User VS Licensed User Counts After Disabling or Deleting A Systemize User
• Systemize Two-Factor Authentication Login
• Change Your Email In Systemize
• Change Your Moraware User Name In Systemize
• Locked Out Of Systemize

Reports

• Sample Report: Job Activity Square Footages Listed By Phase In A Month
• Sample Report: Number Of Jobs By Account
• Sample Report: Weekly Install Square Footage Totals
• Reporting Basics
• Create A Report
• Sample Report: Orders Activity Square Footages Listed By Phase In A Month
• Sample Report: Sales Activities
• Sample Report: Orders
• Sample Report: How Customer Found Us
• Sample Report: Display Job Issues In Reports
• Sample Report: Activity Duration
• Sample Report: Number Of Installs Per Month In A Year
• Sample Report: Activity Details
• Sample Report: Number Of New Jobs Per Month Per Year
• Sample Report: Phase Duration By Activity Date
• Sample Report: Number Of Sales By Salesperson
• Save Or Update A Report
• Sample Report: Job Material & Colors From Orders
• Delete Or Rename A Report
• Sample Report: Leads Converted To Jobs
• Sample Report: Filter By Activity Assignee
• Sample Report: Lead Process
• Save A Report With Specific Dates
• How First In Phase & Last In Phase Works

Sample Views

• Intro To Job Views
• Add Or Edit Display Fields In Job Views
• Add Or Remove Columns In A Job View
• Change Logs For Views
• My Views And Shared Views
• Save Or Update A Job View
• Use Filters In Job Views
• Print A Job View
• Calendar View: Create Calendars For Individuals
• Calendar View: Conventional Monthly Format
• Calendar View: Daily Activities For One Page Printing
• Calendar View: Daily Installs By Assignee
• Calendar View: Daily Square Footage Totals
• Calendar View: Day & Assignee By Display Field
• Calendar View: Day & Assignee By Time
• Calendar View: Production Calendar
• Calendar View: Shop Schedule By Assignee
• Calendar View: Square Footage By Phase
• Calendar View: Template Schedule
• Job View: Activities Without Dates
• Job View: Add A Column For Job Salesperson
• Job View: Fabricated Jobs Not Installed
• Job View: Installation Dates With Fabrication Dates
• Job View: Installs In The Past 30 Days
• Job View: Jobs Filtered By Salesperson
• Job View: Jobs Needing Repairs
• Job View: Jobs Ready To Invoice
• Job View: Jobs With Past Due Activities
• Job View: Jobs With Unscheduled Templates
• Job View: List Jobs With Job Issues
• Job View: Jobs With Upcoming Installs
• Job View: Jobs Without A Fabrication Activity
• Job View: Outstanding Invoices
• Job View: Scheduled Templates Or Installs That Are Not Confirmed
• Job View: Show Active Jobs Only
• Job View: Uninstalled Jobs
• Sample View: List Account Emails

Calendar

• Change Which Activities Display On A Calendar
• Include Attached Files In Activity Packets
• Use Filters On Calendar Views
• Create Separate Calendars For Different Locations
• Update Multiple Activities On Calendar
• Edit Details In Calendar Boxes
• Default Calendar View For Everyone
• Modify Default Search Results
• Organize Appointments With Categories
• Calendar Quick Reference
• Create A List Of Values Field To Display On A Calendar
• Use Appointments
• Display Activity Time In A Calendar View
• Color Code Calendar By Assignee
• Configure Display Fields
• Create Vacation Days
• Set Holidays On The Calendar
• Set Work Days & Work Hours On Calendar
• Change Activity Status Colors
• Color Code Calendar By Job Type
• Track Appointments For Different Locations
• Set Calendar Or Job View To Auto-Refresh
• Activity Forms
• Set Pop-Up Calendar Weekly Start Date
• Edit A Recurring Calendar Appointment
• Search Filters
• Intro To Calendar Views
• Print the Calendar
• Edit Job Forms From The Calendar
• Map Activities
• Print Activity Packets
• Add Editable PDFs To A Printable Packet
• Create A Recurring Calendar Appointment
• Save Or Update A Calendar View
• Filter a Calendar By Location Or Division
• Color Code Calendar By Activity

Technical

• Extend Session Timeout
• Save A Home Screen Shortcut For Systemize
• Adjust Browser Print Settings
• Mobile Access To Systemize
• Reformat A Company Logo File
• Laser Products And Systemize Integration
• Take A Screenshot
• Email PDF Forms & Packets
• Supported Browsers And Devices
• Allow Pop-ups For Billing And Maps
• Translate Moraware Systemize Articles To Other Languages
• How to Run A Traceroute
• Download Or View Attached Files
• Export Button
• Add A Logo To Your Login Page
• Systemize API
• Display Calendar On Large Screen Or Workstation
• Importing Customer Lists From QuickBooks / Peachtree
• Electronic Signatures
• Moraware Technical Infrastructure
• Systemize API Documentation
• Two-Factor Authentication & The Systemize API