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Barrettine and Formitize - How it benefits you

Introducing the ultimate Pest Control App – Super Smart, Super Easy to Use and Everything in One System!
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Pest Control App


We’re powering the world’s smartest Pest Control Businesses

Pest Control quick start guide

We’ve worked with thousands of Pest Controllers just like
you, who have told us the key challenges that most Pest Control businesses face.

Here are 10 items you can tick off your list to help get your Formitize account up and running. 

Pest Control quick start guide

We’ve worked with thousands of Pest Controllers just like
you, who have told us the key challenges that most Pest Control businesses face.

Here are 10 items you can tick off your list to help get your Formitize account up and running. 

Online Contracts, Agreements & Proposals

Everything online for fast, online signing

• No more email > print > sign > scan > email back!
• Clients just click on the link, read and sign on screen
• Works beautifully on Mobile or Desktop devices
• No more delays
• Instant PDF generated with everything included
• Contracts back in minutes
• Inspection Agreements & Proposals all ready to go

Inspection Agreement

Contracts

Commercial & Residential Contracts with Professional Covers, Options, Sign on Screen with Terms & Conditions ready for you to use.

Protect yourself and your clients with ease.

Agreements

Pre-Purchase & Inspection Agreements ready for clients to instantly sign on screen. So easy!

Turn around in minutes.

Proposals

Ongoing Service Plans and Treatment Proposals. The client can accept or decline recommended items.

Clear, efficient, and super professional.

Awesome Pest Reports

Impress your Clients with beautifully professional Pest Reports – all fully integrated and ready to go.

• Pest  Management Treatment Proposals & Record
• Chemical Application Records
• General Pest Service Record
• Pest Management Activity Record linked to Asset Management
• And more all ready to go.

End to End Job Management

Smart Automation to manage & track your complete job process from start to finish – and so easy to use

• Perfect for One-Off and Recurring Jobs
• Schedule and book from the Desktop or App
• Schedule by Client, Location and Zone
• Automated Notifications when Job is Created & Accepted
• Notification & Route Guidance for Technicians
• Automated updates as the Job progresses
• Integrated Health & Safety Forms & Checks
• All the right Forms & Reports ready to go
• Automated Updates and Client Survey
• Quote & Invoice instantly from the Job
• Smart, automated & not a piece of paper in sight

Automated Reminders & Job Updates

Reclaim so much administration time, maximise future appointments, impress your clients and grow your business.

• Send automated reminders and updates
• Options for Letter, Email and SMS
• Automatically personalise with Client and Job Details
• Customisable wording for different Job types
• Automated “Running Late” notification
• Auto updates as each Job moves through stages
• Automated Job Survey to Client on completion

SDS & Licence Library with Document Management

All Barrettine SDS documents are already uploaded and ready to use. Licences, Registration and company documents managed for you with automated expiry date alerts.

• The perfect way to store documents
• Custom folders to suit your business
• Auto Expiry Management
• Access from mobile app or desktop
• Swipe to view, print or email
• Permission based access

Safety Data Sheets

Full SDS Safety Data Sheets Library with expiry alerts to ensure you have everything with you all the time.

Licences & Insurances

Store your licence, insurance and registration documents with automated expiry notifications.

General Documents

Create custom folders to store Company Policies, Safety Documents, Operating Manuals and so much more.

Integrated Health & Safety

Get your compliance and safety paperless too!

Forms and features ready to use include:
• Risk Assessments
• Safe Work Method Statements (customisable)
• Pre-Start Checklists
• Vehicle Pre-Starts
• Near Miss & Incident Reporting
• Everything securely stored
• Different safety forms for different job types

You can even prevent a job from being started until Safety Forms are completed.

safety form

Quoting & Invoicing beautifully Connected!

Instantly generate Quotes, Invoices and Purchases in seconds. Use as a stand alone module or integrate beautifully with existing software like Xero!

• Add Photos & Attachments
• Add Signatures
• Take Card Payments
• Integrate with Jobs
• Full visibility in CRM
• Automated Quote Follow-up
• Automated Invoice Chasing

Zero and formitize integration

All the info at your fingertips with Formitize Reporting

One of the great advantages of smart forms is that you can report on absolutely everything and gain intelligence that just wasn’t possible before.

• Automated Monthly Chemical Usage Reports
• Automated Monthly Termite Activity Reports
• Report on any single form field
• Custom reports to suit your needs
• Automated reports to trigger at set times
• Full CRM reporting
• Integration options
• Questions answered with just a few clicks!

Formitize forms dashboard and reporting on tablet

Use just the Reports or the Complete Business Solution

It’s up to you – you can just use our amazing Reports or take advantage of the complete solution

CRM Module Illustration

A whole team ready to help you manage so many tasks

Just like having a whole team working for you 24/7!
Outgun the big guys with incredible automation.

Smart Assist automatically:

• Follows up Sales Lead enquiries
• Sends reminders for Quotations
• Chases Outstanding Invoices
• Sends future Job appointment reminders
• Keeps everyone updated on the status of Jobs
• Alerts when documents are expiring
• Sends out survey & testimonial requests
• Sends monthly reports such as chemical usage
• Alerts when Client Contracts are expiring

Formitize Smart Automated Assistants Illustration

Now bring everything together into one place with the CRM

Some CRMs manage customers, others manage jobs.
This Pest Control CRM does both and a whole lot more…

• All Client Details
• Contacts, Locations & Zones
• Full History of Jobs, Forms and Reports
• Visibility of Future Recurring Jobs
• Photos from all Reports
• Stores Client Contracts & Agreements
• Manage Sales Leads & Enquiries
• Instantly Quotes & Invoices
• Sales Lead Pipeline

Frequently Asked Questions

Getting Started

A lot of the setup in your account has already been done for you. All you need to do is some customisation, which may take you about 10 minutes. Here are 10 steps to get you started.

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The Pest Control Industry Solution has an annual licence fee of $245 a year. This includes the specialised forms and resources that have been developed specifically for the industry after long and thorough consultations. User pricing is $29.99 per user per month.

Formitize is optimised to be used on both Apple and Android devices. If a compatibility issue does arise, our support team will happily work through it with you.

You can have as many users on your account as you need. Each user is just $29.99 per month.

Our Pest Control Team has spent countless hours setting up the Pest Control Industry Solution so that it is ready for you to start using straight away.

All of the Forms, Resources and Job Type communication is there and ready to start using straight away.

No, Formitize was designed to be simple and intuitive for you to use your account. If you can use a smartphone, you can use Formitize.

Getting Support

Yes, our technical support team is available for you to reach out to at any time.

You can raise a Support Ticket through the help menu in your App or in the Portal through a Support Ticket. The User Guide also provides self-help suggestions, as does our YouTube channel with a wealth of handy videos.

Yes, our User Guide is available and includes tutorial videos that can help get you back on track.

Our Formitize YouTube channel is another popular resource for users, and we also have a range of help videos within the Formitize portal that refer to the specific page that you are on to help you further.

When you sign up, we provide the option for a free, personalised 30-minute virtual demo wis virtual training packages to help you make the most of the features and abilities of your account. th one of our friendly team members, who will give you a brief overview and understand your main challenges and goals. We also have lots of self help tools available in the Management Portal and App through the User Guide. In addition to that, our Professional Services Team offer

Book Today

Pricing for virtual training is $150 + GST per hour; contact sales@formitize.com for on-site options.

Finessing the Details

Our forms use variable information fields that are connected to your Forms. 

Your pest licence can be held in your user profile (Management Portal > Users > Edit > scroll to the bottom of the page to add user variables).

Then this information together with Company Information (Management Portal > Settings cog > Company Profile > Company Details) will also populate on forms automatically. 

You can add your bank details into your account for them to appear on your Invoices.

Simply go to Management Portal > Settings cog > Accounts > Invoices.

Simple edit forms through the form templates on the Management Portal > Forms > View form templates and select Edit on the form that you would like to make changes to (> Edit form). Make your changes. Ensure that you Save and Deploy your changes to have them available the next time you start a new form.

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View how to add chemicals to a form


View how to add a photo field to Pest Control forms

To make changes to the communication, visit Jobs > Job Type Templates > Edit (Job Status updates and Future Reminders).

Be sure to Save each communication change that you make.

 

As part of the industry solution that we have built for you, we’ve included various resources that may be relevant to your business. These documents have an Expiry Date set so that you can ensure you and your staff always have the most recent and up-to-date version of the document available to you. Some of these resources may not be relevant to your business and can be deleted. 

Upon notification of an Expired Document, you can review its origin (for example for SDS you would refer to the supplier’s website) and ensure that the version you have is still current. If it isn't, simply upload the new version and set a new Expiry Date so you can renew it as needed in the future.

It’s never been easier to see outstanding invoices. In the Management Portal CRM > Accounts > Invoices and filter your search to ‘unpaid invoices

 

In the App > Accounts > Invoices > Unpaid

Your Pest Control Industry Account already has completed jobs set up for you. To review and edit these on the Management Portal > Jobs > Job Type Templates.

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Customer Communication

There are many ways to send an SMS to a customer;

In the Management Portal > Home > Quick Actions > + New SMS

In the Management Portal > CRM > Contacts > Select Customer > Communication > Send > Select SMS. You can use free text or an SMS template that you’ve created.

In the App > Contacts > swipe right > choose SMS > add text 

Job Type templates can also send automated SMS message through the job process

SMS messages are a notification-only feature; there is no ability to receive replies. 

 

By default the reply to a form that is emailed will go to the email address in your company profile. This can be edited for each form if you need it to be. Simply visit Forms > Form Actions > Reply To

Job type templates take the hassle out of reminding clients of upcoming jobs. Your Pest Control Industry Account already has these set up for you. To review and edit these on the Management Portal > Jobs > Job Type Templates.

It’s easy to quickly and efficiently inform a customer that you’re running behind schedule. In the App > Job > On Route > Late > SMS, a default text message will appear. You can add the new expected arrival time at the end of the SMS > Send.

Pricing

Formitize Pest Solution
23.99 USD pm per user
(After Barrettine Loyalty Customer Discount)*
Mobile App and Web Management Portal
CRM - Customer Management
Smart Forms & Form Bank
Job Scheduling
Job Management
Health & Safety
Sales Pipeline
Document Management
Quoting & Invoicing
Automated Reminders
Automated Job Status Updates
Task Management
Automated Reporting

*A User is any person accessing the system.

Pricing

Formitize Pest Solution
23.99 USD pm per user
(After Barrettine Loyalty Customer Discount)*
Mobile App and Web Management Portal
CRM - Customer Management
Smart Forms & Form Bank
Job Scheduling
Job Management
Health & Safety
Sales Pipeline
Document Management
Quoting & Invoicing
Automated Reminders
Automated Job Status Updates
Task Management
Automated Reporting

*A User is any person accessing the system.

Complete Suite of Beautiful, Compliant Reports Ready to Use

All the Reports you need for Termite, General Pest, Health & Safety and General Business.

UK Inspection Report Cover examples

Notice of Pesticide Application

Risk Assessment / Application Record

Pest Management Inspection Proposal / Report

Pest Management Activity Report

General Pest – Service Report

Chemical Application Record 

–  Pest Management Inspection Proposal / Report

–  Ongoing Service Plan Agreement

  Risk Assessment

Job Safety Analysis (JSA)

Website Customer Feedback

Request for booking

Pay an Invoice Webform

Subcontractor Application

Employment Application

Contact Form

If we don't already have the Pest Report you need, we'll build it!

We know you'll love it, but don't just take our word for it!

formitize customer support

Famous for Incredible Support

Your dedicated Client Success Manager 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.

Let's get Started Now

You’ve done the hard work and found us, now let’s start getting you paperless today – you’re going to love it!