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.
Barrettine and Formitize - How it benefits you
Introducing the ultimate Pest Control App – Super Smart, Super Easy to Use and Everything in One System!
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
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.
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
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!
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
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
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
How long will it take to set up my Pest Control account?
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.
. 
What is the monthly financial commitment?
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.
What devices are compatible with Formitize?
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.
How many users can I have on my account and how much do I pay per licence?
You can have as many users on your account as you need. Each user is just $29.99 per month.
What will my account look like when I open it up?
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.
Do I need to have technical experience to successfully use Formitize?
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
Is there technical support available?
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.
Are there any self-help tools available for me to learn more?
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.
How do I get more help about using Formitize?
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
Pricing for virtual training is $150 + GST per hour; contact sales@formitize.com for on-site options.
Finessing the Details
How do I make my pest licence number appear on my reports?
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.
How do I add my bank details to my invoices?
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.
How do I edit the report templates?
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.
.
View how to add chemicals to a form
.
View how to add a photo field to Pest Control forms
How do I change the communication on the job type?
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.
Why do I keep getting notifications for expired documents?
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.
How do I see all my unpaid invoices?
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
How do I follow up with completed jobs?
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.
.
Customer Communication
How do I send an SMS to a customer?
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
Where does the reply from a form or SMS go?
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
How do I remind clients that they have an upcoming booking?
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.
.
How do I tell a customer that I am running late?
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.
GENERAL PEST
– Notice of Pesticide Application
– Risk Assessment / Application Record
– Pest Management Inspection Proposal / Report
– Pest Management Activity Report
– General Pest – Service Report
– Chemical Application Record
AGREEMENTS
– Pest Management Inspection Proposal / Report
– Ongoing Service Plan Agreement
WORK, HEALTH & SAFETY
– Risk Assessment
– Job Safety Analysis (JSA)
WEBFORMS
– Website Customer Feedback
– Request for booking
– Pay an Invoice Webform
GENERAL BUSINESS
– 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!
Previous
Next
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!
