Audience

Businesses searching for a solution to improve their services and increase sales

About Formitize

Thousands of businesses around the world use Formitize everyday to perform a range of business activities. They’ve developed an intimate knowledge of Formitize and here, we give them centre stage to share their experiences about how and why Formitize works for them. Transform to a paperless business with instant templates from our FormBank or simply use the drag and drop Form Builder to build the perfect forms for your business. Incredible visibility, automated reminders & updates with so many features to help streamline your job management. It’s time to get your health & safety forms and processes paperless and compliant. No more carrying around folders of outdated information. Everyone has access to latest versions, all the time. Finally! All of your sales and customer information in one place. Schedule and automate with smart, complete job management.

Pricing

Starting Price:
$29.99 per user pm
Free Trial:
Free Trial available.

Integrations

API:
Yes, Formitize offers API access

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Company Information

Formitize
Founded: 2012
Australia
formitize.com/en/

Videos and Screen Captures

Formitize Screenshot 1
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Product Details

Platforms Supported
SaaS
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Formitize Frequently Asked Questions

Q: What kinds of users and organization types does Formitize work with?
Q: What languages does Formitize support in their product?
Q: What kind of support options does Formitize offer?
Q: What other applications or services does Formitize integrate with?
Q: Does Formitize have an API?
Q: Does Formitize have a mobile app?
Q: What type of training does Formitize provide?
Q: Does Formitize offer a free trial?
Q: How much does Formitize cost?
Q: What pricing for support is available for Formitize?
Q: What pricing for training is available for Formitize?

Formitize Product Features

Building Maintenance

Asset Tracking
Commercial Properties
Customer Database
Dispatch Management
Inventory Management
Job Costing
Job Management
Maintenance Scheduling
Residential Properties
Routing
Scheduling
Work Order Management

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management
Landscape Design

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management
Interview Scheduling
Meeting Room Booking

Service Dispatch

Billing & Invoicing
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Call Center Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Formitize Reviews

Write a Review
  • Darren F.
    Falls Pest Control Owner
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Formitize review"

    Posted 2022-09-07

    Pros: Dream to use once all set up.
    Great for on the road Inspection forms for technicians to fill out.
    CRM is very good.
    Customer service is great.

    Cons: Difficult to get head around the terminology and the setup process.

    Overall: If you want a place to do reports for building pest or any other inspection business this business is extremely good, once all setup it makes like easy for technicians and office staff.

    Read More...
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