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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 No more carrying around folders of outdated information.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

The world’s leading all-in-one software for commercial and residential HVAC, plumbing, electrical, and other field service businesses. Enforce industry best practices in every service experience to improve outcomes. Be notified when important events happen — like closed large sales or canceled appointments. See your customer information (service history, equipment, and more) when they call. Track all activity—like call recordings and text messages—that's related to every opportunity. Make sure customers are happy after every appointment. Enforce industry best practices in every service experience to improve outcomes. Know how your business is doing anywhere, any time, in real time. Know how your business is doing anywhere, any time, in real time.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Field team businesses looking for a Field Service Management platform

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

$49 per month
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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Formitize
Founded: 2012
Australia
formitize.com/en/

Company Information

WorkCEO
United States
workceo.com

Alternatives

Alternatives

Nexus Service Manager

Nexus Service Manager

Nexus Digital Technology
ServiceWorks

ServiceWorks

Service Works
The Service Program

The Service Program

Westrom Software

Categories

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

Categories

Cleaning Services Supported
GPS Tracking Supported
HVAC Supported
Janitorial Supported
Locksmith Supported
Pest Control Supported
Plumbing 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

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

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

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

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

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

Cleaning Services Features

Billing & Invoicing Supported
Client Management Not Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Not Supported
Quotes / Estimates Supported
Recurring Appointments Not Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Not 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 Not Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Not Supported
Work Order Management Not Supported

HVAC Features

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

Pest Control Features

Billing & Invoicing Supported
Customer Service History Not Supported
Dispatch Management Supported
Fleet Management Not Supported
Inventory Control Not Supported
Mobile Access Supported
Pest Activity Tracking Not Supported
Pesticide Usage Tracking Not Supported
Property Layouts Not Supported
Quotes / Estimates Supported
Scheduling Supported

Plumbing Features

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

Electrical Contractor Features

Billing & Invoicing Supported
Commercial / Industrial Not Supported
Contract Management Supported
Customer Database Supported
Electronic Signature Supported
Mobile Access Supported
Quotes / Estimates Supported
Scheduling Supported
Time Tracking Not Supported
Work Order Management Supported

Employee Scheduling Features

Appointment Management Not Supported
Automated Scheduling Not Supported
Calendar Management Not Supported
Employee Database Not Supported
Group Scheduling Not Supported
Messaging Not Supported
Mobile Access Supported
Payroll Management Not Supported
Reporting/Analytics Not Supported
Resource Management Not Supported
Schedule Distribution Not Supported
Scheduling Supported
Shift Scheduling Not Supported
Shift Swapping Not Supported
Time Clock Not Supported
Time Tracking Not Supported
Vacation / Leave Tracking Not Supported

GPS Tracking Features

Alerts/Notifications Not Supported
Asset Tracking Not Supported
Driver Management Not Supported
Historical Reporting Not Supported
Mobile Tracking Not Supported
People Tracking Not Supported
Real Time Tracking Not Supported
Routing Supported
Status Tracking Supported
Territory Management Not Supported
Vehicle Tracking Not Supported

Janitorial Features

Bid Management Not Supported
Billing & Invoicing Supported
Client Management Not Supported
Employee Scheduling Not Supported
Inventory Management Not Supported
Mobile Access Supported
Payroll Management Not Supported
Quality Control Not Supported
Surveys & Feedback Not Supported
Time Tracking Not Supported
Work Order Management Supported

Locksmith Features

Billing & Invoicing Supported
CRM Supported
Dispatch Management Supported
GPS Tracking Supported
Inventory Management Not Supported
Mobile Access Supported
Payment Processing Not Supported
Scheduling Supported
Work Order Management 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 WorkCEO and update features and information
Claim WorkCEO and update features and information