Formitize logo

Formitize

by Formitize · Since 2012
No reviews yet
Active1+ countriesCloud
Quick facts
VendorFormitize
Year launched2012
StatusActive
Location11 Rodeo Road, Gregory Hills, Sydney, NSW 2557, AU
Countries served1+
Languages11
Integrations3+
Free tier
Free trial
Contact sales

About Formitize

Formitize is a mobile business software from Formitize that helps businesses transition to paperless operations and improve efficiencies. It combines smart forms, CRM capabilities, and modular solutions so businesses can manage various functions in one platform. This solution is designed for sectors such as pest control, food safety, landscaping, building inspection, and cleaning services. Formitize provides easy access to essential tools, simplifying workflow and reducing reliance on multiple applications. Key capabilities: smart forms CRM modular business solutions sector-specific tools paperless operations Best for: businesses that need to digitize their processes and improve overall efficiency.

Formitize by Formitize is a comprehensive software solution tailored to meet the needs of pest control businesses. Designed to streamline operations, it digitizes workflows, enabling professionals to manage clients, schedules, inspections, reports, and compliance efficiently. The platform boasts an array of features, including customizable forms, automated scheduling, GPS tracking, real-time data syncing, and robust reporting tools. By catering to the specific needs of pest control businesses, Formitize ensures higher productivity, better client communication, and improved regulatory compliance. The user interface of Formitize is clean, modern, and intuitive. Its dashboard provides a centralized view of operations, with clearly labeled menus and straightforward navigation. Designed with usability in mind, the interface caters to both tech-savvy users and those less familiar with digital tools. Drag-and-drop functionality and the ability to customize forms and workflows add a layer of convenience. However, some users might find the sheer number of features slightly overwhelming initially, necessitating a short learning curve. Formitize stands out due to its extensive feature set.

Pros & Cons

What users like
  • +All-in-one platform: Formitize offers a wide range of features, including CRM, job management, scheduling, invoicing, payments, and more, all within a single platform. This eliminates the need to juggle multiple software applications.
  • +Automation: The platform boasts numerous automation features such as automated task creation, invoice generation, reminders, and follow-ups, which can significantly improve efficiency and reduce manual work.
  • +Mobile-friendly: Formitize is accessible via mobile devices, allowing users to access and manage their business on the go.
  • +Integrations: It integrates with various third-party applications like Google Sheets, Xero, QuickBooks, and Zapier, enhancing its functionality and connectivity.
  • +User-friendly interface: The platform appears to have a user-friendly interface with features like drag-and-drop form builders, intuitive navigation, and a clean design.
  • +Strong customer support: Formitize provides various contact options for customer support, including phone, email, and live chat.
What users flag
  • Pricing: While they offer a free trial, the pricing details are not readily available on the website. This makes it difficult to compare costs with other similar platforms.
  • Limited information on some features: Some features, such as "Smart Routing" and "Workflows," are briefly mentioned but lack detailed descriptions and pricing information.
  • Potential for feature overload: The sheer number of features might be overwhelming for some users, especially smaller businesses with simpler needs.
  • Dependence on internet connectivity: As a cloud-based platform, Formitize relies on a stable internet connection for optimal functionality.

Features

Key features

All-in-one Platform
Combines various business functions like CRM, job management, scheduling, invoicing, and more in a single platform.
Automation
Automates tasks, reminders, invoices, and other processes to save time and improve efficiency.
Mobile-Friendly
Accessible and usable on mobile devices for on-the-go access.
Integrations
Integrates with popular tools like Google Workspace, Xero, QuickBooks, Zapier, and more.
Customizable
Allows for customization of forms, workflows, and reports to fit specific business needs.

Additional features

Tasks
Task management with features like task types, source tracking, auto-creation, checklists, attachments, bulk actions, and a dashboard.
QuoteAccept
Online quoting with instant acceptance, mobile friendliness, instant alerts, QR codes, and conversion to invoices.
PayNow
Online payments with support for Apple Pay, Google Pay, credit cards, QR codes, instant receipts, and email/SMS links.
Zapier Integration
Connects Formitize with thousands of other apps.
Mailchimp Integration
Enables powerful bulk email campaigns with CRM integration and automation.
Stripe Integration
Facilitates secure online and in-app payments.
QuickBooks Integration
Provides full two-way integration with QuickBooks accounting software.
Xero Integration
Offers full two-way integration with Xero accounting software.
Scheduler
Includes features like day/week/month views, single/recurring schedules, drag-and-drop scheduling, calendar/map views, job route ordering, team user grouping, and customization options.
Smart Assist
Automates reminders, job status updates, invoice creation, lead/quote follow-up, invoice chasing, document expiry alerts, monthly reporting, and form/task actions.
CRM
Manages customer contacts, multiple locations, communication, job management, form management, sales pipelines, document management, quoting/invoicing, and task management.
Reports
Provides various reports on contacts, tasks, forms, schedules, income/expenditure, assets, sales pipelines, jobs, email sends, and reminders.
Sales Pipeline
Manages multiple sales pipelines with custom stages, auto-follow-up, expected value, pipeline value, and quick actions.
Users
Manages user profiles, permissions, groups, qualifications, training records, documents, notes, app alerts, and job tracking.
Documents
Stores and manages custom folders, provides desktop/app access, user permissions, auto-expiry alerts, swipe-to-email/print, history tracking, and integrates with CRM/Jobs/Accounts.
Safety
Includes safety forms, jobs, documents, registers, workflows, reporting, automated alerts, FormBank templates, and automated status updates.
Accounts
Handles quoting/estimating, invoicing, purchases/expenses, card payments, links to CRM/Jobs, and integrates with Xero/QuickBooks.
Smart Forms
Creates drag-and-drop forms for jobs, kiosks, safety, with automated actions, saved form statuses, links to CRM/Jobs/Assets, desktop/app views, webform/iFrame options, and secure storage.
Jobs
Manages jobs with cloud scheduling, one-off/recurring jobs, automated reminders, job routing/tracking, safety integration, integrated quotes/invoices, customized job forms, integrated webforms, real-time status updates, and links to CRM/Assets.
Assets
Complete asset management platform with integration to CRM, client locations, jobs, and forms.
Webforms
Creates webforms with drag-and-drop builder for various applications.
Workflows
Manages multi-stage compliance processes.
Smart Routing
Optimizes job routes for efficiency.
Client Portal
Provides a permission-based client portal for end-user access.
Power BI Integration
Connects to Power BI for data visualization and analysis.
Security Plus
Enhances security with features like two-factor authentication, forced password resets, and password complexity.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Free

USD 29.99

Countries & Languages

1
Countries served
11
Interface languages
1
Billing currencies

Available in

All Countries.

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortugueseRussianChineseJapaneseKorean.

Billing currencies

🇺🇸USD

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