Formitize

Formitize

5.0 out of 5 stars
ScanChex

ScanChex

5.0 out of 5 stars
Formitize ScanChex

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Formitize:

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 No more carrying around folders of outdated information.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.
ScanChex:

About

Whether you are an employer or a concerned homeowner, there are things that need to be done on time – whether every hour, day, or week. We give you peace of mind by independently verifying that your tasks are being done. You can be notified whenever someone has failed to complete the assigned task. ScanChex® utilizes everyday smartphone technology along with unique geo-coded QR or NFC tags, providing management with independent verification™ to make sure your tasks are being done at the right time, and at the right place. Never worry about whether or not something’s been done again! ScanChex® has a package for consumers or companies of any size, starting from as little as $10 per month. You’ll get 30 days absolutely free to help you make sure it’s right for you, before you buy. You can also upgrade or downgrade whenever you want! ScanChex® utilizes everyday smartphone technology along with unique geo-coded QR or NFC tags, providing management with independent verification™.
Formitize:

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
ScanChex:

Platforms Supported

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

Audience

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

Audience

Companies searching for a solution to manage and improve their operations
Formitize:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
ScanChex:

Support

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

API

Offers API Supported
ScanChex:

API

Offers API Not Supported
Formitize:

Screenshots and Videos

ScanChex:

Screenshots and Videos

Formitize:

Pricing

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

Pricing

$10 per month
Free Version Not Supported
Free Trial Not Supported
Formitize:

Reviews/Ratings

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Formitize:

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.
ScanChex:

Pros & Cons from Real Users

Pros

  • Intuitive with a fair amount of features. I like the ability to see exactly where our employees are in the process of working through a service ticket. Advance notice to next customer is good especially if running late. Like the Check In / Check Out feature so we can know which employee has which tool and what customer they’re using it for

Cons

  • Not sure of any cons right now. It did take a couple of days to learn the many features but that goes to how many there are!
Formitize:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
ScanChex:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Formitize:

Company Information

Formitize
Founded: 2012
Australia
formitize.com/en/
ScanChex:

Company Information

ScanChex
Founded: 2013
United States
scanchex.com
Formitize:

Alternatives

FoodDocs

FoodDocs

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ScanChex:

Alternatives

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Formitize:
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ScanChex:
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The Service Program

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ScanChex:
Chex365

Chex365

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Formitize:
Kickserv

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ScanChex:
TruPDA

TruPDA

Trust Technical Services
Formitize:

Categories

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

Categories

Formitize:

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

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

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

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

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

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
ScanChex:

Field Service Management Features

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

Maintenance Management Features

Asset Tracking Not Supported
Billing & Invoicing Not Supported
Calibration Management Not Supported
Dispatch Management Not Supported
Inventory Control Not Supported
Inventory Management Supported
Key & Lock Management Not Supported
Mobile Access Not Supported
Planning Calendar Not Supported
Predictive Maintenance Supported
Preventive Maintenance Not Supported
Purchasing Not Supported
Scheduling Not Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported
Formitize:

Integrations

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

Integrations

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