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 No more carrying around folders of outdated information.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.
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Pricing
Starting Price:
$29.99 per user pm
Free Trial:
Free Trial available.
Company Information
Formitize
Founded: 2012
Australia
formitize.com/en/
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
Formitize Frequently Asked Questions
Formitize Product Features
Building Maintenance
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
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
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
Forms Automation
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
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
Billing & Invoicing
Supported
Contract Management
Supported
Customer Database
Supported
Dispatch Management
Supported
Groundskeeping
Supported
Inventory Control
Supported
Irrigation Tracking
Supported
Job Management
Supported
Mobile Access
Supported
Payroll Management
Supported
Plant Database
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling & Appointments
Supported
Work Order Management
Supported
Landscape Design
Not Supported
Maintenance Management
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
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
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
Alerts/Notifications
Supported
Appointment Scheduling
Supported
Automated Scheduling
Supported
Calendar Management
Supported
Class Scheduling
Supported
Employee Scheduling
Supported
Facility Scheduling
Supported
Group Scheduling
Supported
Multi-Location
Supported
Online Scheduling
Supported
Payment Processing
Supported
Real-time Scheduling
Supported
Reservations
Supported
Resource Scheduling
Supported
Room Booking Management
Supported
Interview Scheduling
Not Supported
Meeting Room Booking
Not Supported
Service Dispatch
Billing & Invoicing
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
Call Center Management
Not Supported
Tradesman Job Management
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
Formitize Verified User Reviews
Write a Review-
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.
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