Formitize vs. Scheduling Manager Comparison


Formitize	Scheduling Manager Thoughtful Systems	+	+
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		Related Products Kickserv Kickserv is a top-rated field service management software built with service businesses in mind. For as low as $19 per month, service-based businesses can take advantage of a plethora of tools for managing leads, estimates, team schedules, jobs, invoices, and payments. Users can also automate emails to all of their leads, send promo campaigns to customers, integrate to leading accounting platforms, and so much more. Local service businesses are in high demand and customers may make service requests at any time of the day or night. Do not let those requests go unnoticed or cause scheduling conflicts. Kickserv’s field service management software can help you keep all of your jobs in order so that you can assist every client in need while also streamlining operations. We will help you boost productivity and maximize every growth opportunity without sacrificing the quality of your work or customer service. 576 Ratings Visit Website Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 8,361 Ratings Visit Website Repair-CRM Say goodbye to pricey, rigid software for your small repair business! Repair-CRM costs just $89/month for 5 users—no annual contracts, no hassle. Tailored for small repair businesses, it syncs with QuickBooks Online, importing clients and products in 5 minutes flat. Dispatch jobs with ease, and track every asset—HVAC units, printers, water systems—with full service history. Our slick online booking portal integrates with your site, letting clients pick the exact asset to repair. Techs get GPS tracking, clock-in/out, and can snap before-and-after pics on-site. Affordable, adaptable, and built for YOU—Repair-CRM powers up your shop without breaking the bank. 37 Ratings Visit Website BlueFolder Introducing BlueFolder – Your Ultimate Service Management Solution Unlock the full potential of streamlined service management with BlueFolder, the comprehensive software designed to empower your business. Whether you're a field service provider, maintenance team, or IT support organization, BlueFolder is your go-to solution for optimizing workflows, enhancing customer satisfaction, and boosting efficiency. Key Features: Intuitive Work Order Management Dispatch and Scheduling Customer Relationship Management (CRM) Mobile Accessibility Billing, Invoicing, and Payments Asset/Equipment and Contract Management Customizable Reporting Integration Capabilities Choose BlueFolder and experience the transformation of your service management operations. Elevate customer satisfaction, increase efficiency, and drive success with the power of BlueFolder at your fingertips. 120 Ratings Visit Website STACK Bid Faster, Win More, and Build Smarter with STACK Takeoff & Estimate and STACK Build & Operate. From office to field, STACK speeds up your processes so you can stay competitive and eliminate uncertainty. Save time with STACK's powerful, time-saving AI features. Accelerated by AI. Driven by You. Features: - Fast, Accurate Takeoffs Powered by AI and Your Expertise - Regional Cost Data & Detailed Estimates - Streamlined Workflows & Document Control Create a free account or schedule a demo today! 1,398 Ratings Visit Website TRACTIAN Tractian is the Industrial Copilot for maintenance and reliability, providing a cutting-edge platform designed to prevent unplanned downtime, boost operational efficiency, and enhance maintenance capacity. Trusted by global brands such as Bosch, Kraft Heinz, Carrier, Hyundai, Johnson Controls, and P&G, Tractian combines condition monitoring, energy efficiency, and a CMMS into a comprehensive, mobile-first solution. With Tractian, you can: Monitor real-time vibration, temperature, runtime, and RPM across critical assets Get real-time alerts and detailed diagnostics to address potential issues before they lead to failures Digitize workflows for streamlined work order management, planning & scheduling, and materials management Optimize energy consumption for improved sustainability and cost savings 128 Ratings Visit Website Repfabric Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business. 60 Ratings Visit Website Epicor Eclipse Eclipse automates sales, supply chain, warehouse, and financial management for electrical, HVAC, plumbing, and PVF distributors. By integrating advanced data management and AI capabilities, Eclipse ensures more efficient processes, accurate, real-time information, and actionable insights across the business. This leads to improved operational efficiency, optimized sales and margins, enhanced decision-making, and overall, better customer experience. 108 Ratings Visit Website Visual Planning Visual Planning is more than just overseeing projects, scheduling field teams, managing production timelines, or streamlining manufacturing operations—it’s a flexible, all-in-one platform built to support a wide range of business needs. From simple task coordination to complex, multi-layered workflows, VP adapts to how you work and brings structure, visibility, and efficiency to every part of your operation. VP gives you complete visibility into your projects, teams, equipment, machines, work orders, and operations—helping you coordinate every aspect of your business with confidence. Whether you're managing job sites, dispatching field crews, or overseeing production lines, our platform keeps everything and everyone connected. Collaborate across departments, adjust schedules on the fly, and keep work moving forward—on any device, from anywhere. Thousands of companies trust VP to simplify how they manage people, projects, equipment, and operations. Get your free custom demo today. 86 Ratings Visit Website The Asset Guardian EAM (TAG) Meet The Asset Guardian (TAG) Mobi – Tackle Downtime Now TAG Mobi is the solution for preventive maintenance and asset management (EAM) within Microsoft Dynamics 365 Business Central. It helps manufacturing teams reduce risk and minimize downtime by offering dependable, integrated asset management tools. • Asset Lifecycle Management: Maximize asset performance and extend operational life • Preventive & Predictive Maintenance: Prevent costly failures and reduce unplanned downtime • Work Order Management: Easily dispatch, track, and complete maintenance tasks • Advanced Analytics & Reporting: Monitor KPIs with intuitive dashboards and real-time data • IoT & Real-Time Monitoring: Get proactive insights and alerts before issues impact operations With AI-driven features and user-friendly dashboards, TAG Mobi boosts asset performance, prevents unexpected breakdowns, and speeds up both onboarding and training. 22 Ratings Visit Website
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 Scheduling Manager Gemini is a multi-functional software management tool for field service businesses. It incorporates robust CRM features, as well as Job Scheduling, Employee Scheduling, Accounts Receivable, Payroll, Mapping, SMS and Caller ID to help a wide range of service businesses improve their efficiency and customer service capabilities. Scheduling Manager Gemini interfaces with several off-the-shelf business accounting and payroll solutions including QuickBooks, ADP, Sage, Xero, MYOB, Infusionsoft, Paychex and Act!. The software is available as either a desktop or web-based application and can be tailored to meet the specific needs of each customer. Industries serviced include residential and commercial cleaning, carpet cleaning, fire extinguisher maintenance, janitorial, home health care, HVAC, pest control and many others. It interfaces with SM-Mobile, our mobile app (runs on Android or Apple).
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Businesses searching for a solution to improve their services and increase sales	Audience Field service businesses -- Cleaning, pest control, HVAC maintenance, carpet cleaning, window cleaning, residential cleaning (maid service), liquid waste, air duct maintenance, etc.
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $29.99 per user pm Free Version Free Trial	Pricing $795.00/one-time Free Version Free Trial
Reviews/Ratings Overall 5.0 / 5 ease 4.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Formitize Founded: 2012 Australia formitize.com/en/	Company Information Thoughtful Systems Founded: 2000 United States thoughtfulsystems.com
Alternatives FoodDocs	Alternatives Tradedocs
Nexus Service Manager Nexus Digital Technology	WorkCEO
Klipboard	RazorSync
The Service Program Westrom Software	FieldServicePro
Housecall Pro View All	Workiz View All
Categories Building Maintenance Cleaning Services Field Service Management Forms Automation HVAC Landscape Management Maintenance Management Pest Control Plumbing Scheduling Service Dispatch Tradesman Job Management	Categories Carpet Cleaning Cleaning Services Field Service Management HVAC Janitorial Pest Control Plumbing Tradesman Job Management Waste Management
Cleaning Services Features 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 Features 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 HVAC Features 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 Pest Control Features 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 Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Tradesman Job Management Features 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 Show More Features Building Maintenance Features Asset Tracking Commercial Properties Customer Database Dispatch Management Inventory Management Job Costing Job Management Maintenance Scheduling Residential Properties Routing Scheduling Work Order Management Forms Automation Features Approval Process Control Archiving & Retention Collaboration Document Indexing Drag & Drop Full Text Search Remote Document Access Rules-Based Workflow Text Editing Version Control Landscape Management Features Billing & Invoicing Contract Management Customer Database Dispatch Management Groundskeeping Inventory Control Irrigation Tracking Job Management Landscape Design Mobile Access Payroll Management Plant Database Quotes / Estimates Routing Scheduling & Appointments Work Order Management Maintenance Management Features 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 Scheduling Features Alerts/Notifications Appointment Scheduling Automated Scheduling Calendar Management Class Scheduling Employee Scheduling Facility Scheduling Group Scheduling Interview Scheduling Meeting Room Booking Multi-Location Online Scheduling Payment Processing Real-time Scheduling Reservations Resource Scheduling Room Booking Management Service Dispatch Features Billing & Invoicing Call Center Management 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	Cleaning Services Features 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 Features 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 HVAC Features 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 Pest Control Features 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 Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Show More Features Carpet Cleaning Features Billing & Invoicing Customer Management Dispatch Management Equipment Tracking Mobile Access Online Booking Scheduling Work Order Management Janitorial Features Bid Management Billing & Invoicing Client Management Employee Scheduling Inventory Management Mobile Access Payroll Management Quality Control Surveys & Feedback Time Tracking Work Order Management Waste Management Features Billing & Invoicing Customer Accounts Customer Database Equipment Tracking Inventory Management Routing Scheduling Waste Disposal Work Order Management
Integrations MYOB AccountRight QuickBooks Online Xero Mailchimp Microsoft Outlook QuickBooks Enterprise Sage 100 Contractor Zapier View All 6 Integrations	Integrations MYOB AccountRight QuickBooks Online Xero Mailchimp Microsoft Outlook QuickBooks Enterprise Sage 100 Contractor Zapier View All 7 Integrations
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