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Author Archives: News Team

Feature Update – Job Sales Fields

Formitize unveils a new feature this month – the Job Sales Fields.     Tracking Job Value, Salesperson & Sales Source Three new fields have been added to the New Job page related to Sales: 1. Job Value The Job … Read More

Formitize Case Study: Cameron Fortress Pool Inspections

“I have been in my current business for 4 years struggling with paperwork, saving photos, saving videos spending long hours at night to convert all of these things into a report for my clients. Then I found Formitize. This system … Read More

How to Maximise Your Free Trial at Formitize

If you’re a newbie to this fast-paced world of paperless technology, you’re probably wondering how you can use mobile forms to your business’ advantage. With this in mind, you have a wonderful opportunity at your disposal. Do you want to know how you can … Read More

Say Goodbye to Paperwork Forever, It’s Time to Move to Paperless Forms

In this day and age of modern technology, everyone is trying to catch up with the latest trends. Business owners are scrambling to adapt to the newest tech advancements. Your business deserves the best in paperless technology. This is where Formitize mobile forms can … Read More

How to Use Formitize Scheduler for Your Business

As a business owner, you’ve got your hands full with work that needs to be done. You’ve got customers to serve and a team to manage. If you’re looking for a way to manage your mobile workforce more efficiently and … Read More

Xero Integrates Beautifully with Formitize

Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure.     Formitize Integration with Xero Formitize has a very powerful two-way integration with Xero enabling Formitize business management software to interact … Read More

Solution Focus – CRM

The Formitize CRM is a fully integrated, cloud based Customer Relationship Management System. It is basically your customer database designed to store your customer and supplier contact information and to record all communications, transactions, job details, sales leads, quoted invoices … Read More

Pest Control App – Now Australia’s Largest!

Formitize has been ranked #1 Most Popular Solution by the Pest Control Industry’s Professional Pest Manager Magazine Of all the multi-purpose software options available, Formitize ranked a clear Number 1 used by nearly 30% more than any other software provider … Read More

New Feature – Mobile Diary

We are excited to announce the release of the New App Diary, making many of the Management Portal Scheduler features available in the App.     Mobile Diary Features Features of the Mobile Diary include creating and re-scheduling job bookings, … Read More

Formitize Wins Australia’s Largest Franchise

Jim’s Group started as a part-time gardening business while Jim Penman completed his PhD in history. It went full time in 1982 and was franchised in 1989. Currently, as Australia’s largest franchise, it now has nearly four thousand franchisees across … Read More

Formitize Already in Top 20 for Field Service Globally

Following the recent release of the integrated CRM, Formitize has already reached the Top 20 Most Popular Field Services Management Solutions in the world according to the recent study by Capterra, the global software comparison source. By integrating the new … Read More

FAQ’s – User Groups

The Formitize system allows you to create and manage users into different groups, for example your Sales Team, Admin Team and Management Team.   Creating and Assigning User Groups You can create different User Groups and then assign individual Users … Read More

Three Amazing Things Formitize Can Do for You

Your business is your top priority. You’ve got clients to serve, field agents to manage, and jobs to assign and monitor. So how do you effectively manage your business? Simple. Go paperless. Choose Formitize, and get access to the amazing features … Read More

Formitize Tip: How to Customize Your Formitize App

Using Formitize is a breeze if you know how to maximize our paperless app for your business. Our main goal is to help you grow your business, improve productivity, and increase efficiency across all areas of your organization. We will … Read More

Seven Nifty Things You Can Do with Formitize’s Advanced Drawing Feature

Managing your business doesn’t have to be a chore. You should wake up each morning excited to discover new ways to improve your products and services and make your customers happy. Having the right tools at your disposal can make … Read More

Three Ways to Make Your Staff Trainings Fun and Interesting

Running your business requires three crucial things: satisfied customers, happy workers, as well as products and services that your clients love. So how do you keep your customers satisfied? You need to continuously develop and upgrade your products and services … Read More

How to Deliver Excellent Customer Service Using CRM

Gaining customers and keeping them happy and satisfied is every business owner’s dream. Happy clients provide a constant stream of income flowing into your business (plus new clients through word of mouth). So what’s the secret to having happy clients? … Read More

Formitize Clients’ Frequently Asked Questions in November 2017

As a business owner, you need to make wise investments as they can either make or break your business. At Formitize, it’s our primary goal to help business owners like you break free of the paper-trap by going paperless – introducing you … Read More

Boost Your Business with Formitize Real-Time Monitoring

Running your very own business isn’t easy. It can be quite rewarding, though, especially when you’ve got satisfied customers. Making your clients happy is a breeze – as long as you’re using the right tools in tandem with a dedicated … Read More

How Formitize Workflows and Events Can Automate Your Business

Do you feel constantly overwhelmed by the action items in your daily business workflow? Does it seem like your to-do list is constantly growing and you feel like you can barely catch up? What started as a passion has now … Read More