FormsPro

FormsPro

OmniByte
+
+

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About

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 No more carrying around folders of outdated information.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.

About

FormsPro empowers your team to create smart, mobile forms for your entire organization. Capture and send data between field personnel, tech to tech, other employees, to your customers and back to your business solutions and office. Enhance Productivity. Provide technicians smart forms with logic to guide them through any use case in your business and increase their efficiency. Upload images and PDFs to rapidly deploy mobile forms, replacing paper and static data from fillable PDFs. A "safety first" culture can be achieved with forms requiring reviews, responses, photos, signatures and more! Our solution is designed to integrate to your business software solutions. Go beyond expectations by capturing and reporting on all your customer service delivery and commitments. Collect required data and auto-generate reports on the full range of compliance and workplace safety requirements and save $$$.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

For organizations needing a a mobile forms and workflow system to smoothen operations and augment data capture

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29.99 per user pm
Free Version Not Supported
Free Trial Supported

Pricing

$15 per user, per year
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

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.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Formitize
Founded: 2012
Australia
formitize.com/en/

Company Information

OmniByte
Founded: 2015
United States
omnibyte.com

Alternatives

Alternatives

Nexus Service Manager

Nexus Service Manager

Nexus Digital Technology
The Service Program

The Service Program

Westrom Software
FieldOPS

FieldOPS

Mobilogic

Categories

Cleaning Services Supported
Forms Automation Supported
HVAC Supported
Pest Control Supported
Plumbing Supported
Scheduling Supported
Service Dispatch Supported

Categories

HVAC Supported
Inspection Supported
Safety Management Supported

Field Service Management Features

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

HVAC Features

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

Tradesman Job Management Features

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

Building Maintenance Features

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

Cleaning Services Features

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

Forms Automation Features

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

Landscape Management Features

Billing & Invoicing Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Supported
Irrigation Tracking Supported
Job Management Supported
Landscape Design Not Supported
Mobile Access Supported
Payroll Management Supported
Plant Database Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Supported

Maintenance Management Features

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

Pest Control Features

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

Plumbing Features

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

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Supported
Employee Scheduling Supported
Facility Scheduling Supported
Group Scheduling Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Supported
Real-time Scheduling Supported
Reservations Supported
Resource Scheduling Supported
Room Booking Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Not Supported
Customer Database Not Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Not Supported
Mobile Access Supported
Payment Collection in the Field Not Supported
Quotes / Estimates Not Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Supported
Customer Database Not Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Maintenance Scheduling Not Supported
Mobile Access Supported
Quotes / Estimates Not Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Inspection Features

Appointment Management Supported
Customer Database Not Supported
Dispatch Management Supported
Equipment Tracking Not Supported
Photos In Reports Not Supported
Print on Site Not Supported
Report Templates Supported
Speech Recognition Not Supported
Subcontractor Management Not Supported

Safety Management Features

Audit Management Supported
Corrective / Preventive Actions Not Supported
Incident Management Supported
Injury Reporting Not Supported
Inspection Management Not Supported
OSHA Recordkeeping Supported
Safety Risk Assessment Not Supported
Training Management Not Supported

Integrations

MYOB AccountRight Supported
Mailchimp Supported
QuickBooks Online Supported
Xero Supported
Zapier Supported

Integrations

MYOB AccountRight Not Supported
Mailchimp Not Supported
QuickBooks Online Not Supported
Xero Not Supported
Zapier Not Supported
Claim Formitize and update features and information
Claim Formitize and update features and information
Claim FormsPro and update features and information
Claim FormsPro and update features and information