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Powering so many of the world's industry leaders


(and thousands of really small businesses too!)

Making Paperwork Paperless

Whatever your industry or business size, if paperwork and old processes are holding your business back, relax …… you’ve found us.

Transform your business and say goodbye to painful paperwork forever. 

Don't change your business just to fit your software

You can design your business forms, workflows and solutions exactly as your business need them.

Everything your old forms did (plus so much more!)

More than twenty smart tools available in the drag and drop form builder to replace your paper forms forever

Signatures & GPS recording

Capture onscreen signatures, automated time and date stamp and GPS location to provide incredible compliance, visibility and accuracy (and save a whole lot of time too)

Voice to Text & Recording

Integrated Voice to Text will change your life. Simply click and speak and watch your longer sentences and descriptions convert to text, so fast and so easy to use .

QR Barcode Scan with Lookup

Scan QR and Barcodes using the integrated scanner and auto-populate form fields instantly using Database Lookups. Almost endless possibilities linking your forms to database records

Photo Capture & Drawing

A picture tells a thousands words. Embed photos into your forms from the device camera or library. Integrated drawing tool enables draw on photos, plans, mudmaps and more.

Calculations & Required Fields

Avoid calculation errors forever with automated calculations and Required Fields prevent the form being submitted until all mandatory fields have been answered.

Automated Workflows

Trigger automated actions and workflows based on form submission or answers given to specific questions. Powerful, business transforming automation that is so easy to use.

Let us build your first form for free!

Let us help you get started by building your first form for free, all part of the no obligation Free Trial.

Drag & Drop Form Builder to create your perfect forms

Create your own forms with the smart drag and drop form builder. More than twenty awesome tools included to build forms perfectly suited to your business.

Smart Wizard Form Bank

Simply answer the questions, sit back and watch the magic as the Wizard creates the perfect forms for you from our Form Bank of business forms. You'll be up and running in minutes.

We'll Build your Forms for you.

Our dedicated team of Form Builders are ready and waiting to build your forms for you. We will even build your first form for free as part of our awesome Free Trial*

Smart Forms are Just the Beginning!

Now you can have everything you need to run your business, all in one place.

CRM Client Database

All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.

Safety First

Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .

Scheduler & Job Management

Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date

Quotes, Invoices & Expenses

Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.

Document Management

Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.

Lead Sales Pipeline & Tasks

Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.

Integrated Safety First

Nothing is more important than the safety of you and your team. We all know how difficult it is to stay on top of safety paperwork and processes.

The fully integrated Safety First solution will change your world.

Safety First Job Forms
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Simple Checklists to Risk Assessments
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Safety Documents with Expiry Notifications
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Compliance Registers & Workflows
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Cloud Scheduler & Job Management

Creating, Scheduling and Managing Jobs has never been easier and all fully integrated with your Forms, Safety and CRM

Drag and Drop Job Scheduler

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Instant Job Status Updates

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One off and Recurring Jobs

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Automated Future Reminders

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Smart Jobs & Live Status Updates

So many smart features to save time, improve visibility and maximise efficiency.

Swipe right or left

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Automated Assistants will transform your Business

Automated Assistants will make you feel like you have a whole team working for you. Professionally and automatically following up on quotes & estimates

chasing outstanding invoices, advising your customers on the status of jobs, sending reminders for future appointments and more.

Scheduling Assistant

Scheduling Assistant will send Automated Reminders to your clients by letter, email and SMS to ensure future appointments are never missed and Automated Job Status Updates will keep you and your clients fully updated as jobs move through the different stages.

Accounts Assistant

Accounts Assistant will follow up on your Quotes and Estimates for you at exactly the right time with the right message by email and SMS to ensure nothing is missed and will then chase Outstanding Invoices for you at designated times and with customised wording to suit you.

Sales Assistant

The Sales Assistant will help you engage with every new lead or enquiry. Customise your Sales Pipeline and trigger automated follow up messages by Email, SMS and letter to help you convert more business automatically!

Beautifully Integrated Accounting

Create Quotes, Convert to Invoice, Take Instant Card Payment and integrate with your Accounting Software

Two Way Integration

By automatically syncing between Formitize Accounts and your accounting software, everything is kept up to date all the time - Clients, Invoices, Line Items , Tax Rates and more.

Quotes, Invoices, Expenses and more

Convert Lead to Quote, Quote to Invoice and Take Payment with just a few clicks. Record expenses and keep everything updated instantly.

Mobile Card Payments

Take instant card payments on your invoices and automatically send a Paid Invoice receipt. It has never been easier or faster to get paid.

Manage all of your Documents too!

No more bulky folders, no more outdated documents and instant access to all of your documents all of the time.

Create your own folders and upload documents for instant reference. The perfect tool for Operating Manuals, Safety Material, Brochures and Marketing Collateral, Licences, Registrations and so much more.

Full access control, document management and automated expiry notifications.

Every Document in your Pocket

Now you have access to all of your documentation wherever you are. Create your own folders and instantly access, email or print right from your mobile device.

Automated Expiry Notifications

Many documents have an expiry date and it is important that only valid versions are used. You will receive automated notifications to advise you when expiry dates are approaching.

Integrations so we can play well with others

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John Doe
Designer
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John Doe
Designer
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John Doe
Designer

Dedicated Client Success Managers

You will love your dedicated Client Success Manager. They are famous for their level of support and technical care and will be there with you throughout your journey.

We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.

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John Doe
Designer
Don't wait another second, let's get you paperless today!