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Blog

New (financial) year, new you – start afresh with a simple, professional accounting system

Formitize explores how businesses can see the back of the tedious tax return time for the last time. We’ll cover the Formitize Accounting module and how it provides flexibility and capability, Xero integration, and real-time accounting.
Being stuck in traffic, changing a doona cover, waiting for your phone to charge, and filing tax returns…
What do they all have in common? … Read More

Celebrating UN World Youth Skills Day. A chat with William.

My father and uncle are the founders of Formitize, and I grew up hearing all about it, and how it was improving and growing so quickly. Through high school I worked at Woolworths, which really helped in establishing my customer service foundations. I was a really shy kid all throughout school, but that casual job at Woolies taught me confidence and a good chunk of my communication skills. I think that my father saw these drastic changes in confidence and communication, and thought that I would be well suited to a Client Success Manager role at Formitize. … Read More

Celebrating nine years of Formitize

Formitize marks its ninth birthday on 1 July 2021. What began as a tool to collect form information in the field has become an all-in-one business platform.
Founder & CEO Matt Burge cites challenges including the COVID-19 pandemic, increasing competitors, restrictions within the name Formitize and competing development priorities. … Read More

Oz tech company gears up for big rest of year after companies realise value of digital

Formitize CEO, Matt Burge, says working-from-home situations exposed the faults in paperreliant businesses while showcasing how tech solutions can transform every aspect of a company and the way they work and deliver for their clients. … Read More

Back to basics – simple things you can do to make your business more sustainable

More like eco-anxiety.
As with most tasks in life, starting is often the hardest part. Especially when it’s a foreign topic. With so many intimidating words out there around the subject, it’s not surprising that the thought of doing anything about it just gets overwhelming. But chances are you’re here because you realise the responsibility as a businessperson to start doing right by our home – our most fragile and precious resource. Chances are you also just don’t know where to start, or whether your company can actually make a difference (the answer to that is yes, by the way). … Read More

Why should my business be more sustainable?

While we don’t want to shove more doom and gloom down your throat after the year of 2020, we do just want to say that corporate social responsibility (CSR) has never mattered more.
From pandemics and bushfires to socio-political hostility and hard mental health conversations – from here on out, everyday people are demanding change from businesses big and small. While the vast range of issues we face as a collective are equally important as the other, the area that businesses are being held heaviest to account in is sustainability. … Read More

How Formitize expiry notifications make your life easier

How niggly are safety forms and renewals? I mean yes, they’re important, but so so tedious! But the great news for you (if you’re thinking about using Formitize for your paperless business solution) is that our platform will keep track of your safety documents and automatically let you know when they expire. This could apply to licenses, insurance policies, or any other safety document … Read More

How to Boost Your Company’s Sales Using Mobile Forms

Keeping track of and managing sales in your business is typically a nightmare. But, as part of Formitize’s comprehensive paperless solution, meeting sales targets and staying on top of everything just got a whole lot easier. Here’s how you can boost your sales using Formitize … Read More

Formitize Tip: How to Set up Automated Future Reminders

Take things to another level in your business by using our Automated Reminders feature. These reminders can be sent at different times to your phone, email, or even by letter if the occasion calls for it. They can be triggered before or after each job has been completed. … Read More

Formitize features are designed to increase productivity in your business

At Formitize, we’ve made it our sole mission to provide you with paperless business solutions that meet your business needs, make life easier for you and your team, and exceed your customer’s expectations. From online quotations, to job assignments, monitoring and reporting, we’ve got you covered. Our mobile forms take care of everything. … Read More

Formitize Tip: How to Create Quotes Using the Formitize App

Quotes are obviously an integral part of any business – particularly the trades – as it gives your customers an estimate of how much your service will be. When innovating the Formitize paperless business solution, this was one of the key considerations. Therefore, creating quotes, delivering them to customers, and keeping track of them has never been easier. So whether you’re in pest control, building or any other industry, our quoting system will completely transform your process. … Read More

Formitize – THE App to manage your business

The Formitize app will quickly become your holy grail tool for your business – that thing that makes you wonder how you ever survived and operated without it. And, whether you like it or not, digital is integrating into all areas of the world and our lives, with 2020 only speeding that up. So, here’s how making the move and trusting in our team of digital experts could be the best thing you do for yourself and your company – how one app could become your complete business solution. … Read More

5 Reasons Why You Should Start Using Mobile Forms

Working on your business becomes more fun and easy the moment you choose to go paperless. Usually you have to deal with pesky paperwork riddled with human errors, and all the tedious labour that comes with it – but all of these niggles go away when you start using mobile forms.
At Formitize, we’ve made it our sole purpose to help business owners like you enhance existing processes by going paperless. … Read More

Calling all pest control businesses – If your current system is bugging you, here’s your solution.

Changing the game for businesses is what we do, and we do this through giving them the most innovative and efficient technology that is purpose-built for their respective industry. With that being said, we’re excited to roll out our refreshed pest control app! … Read More

Formitize Case Study: EnGage Building Inspections

EnGage Building Inspections Director, Jeanette Gage, is an experienced member of the building and construction industry who stumbled across Formitize as she was doing a Google search. Realising they had an opportunity to further improve their services and internal workflow, they got us on board. … Read More

5 Ways to Develop a Successful Sales Team

Managing your own sales team can be quite challenging, especially if you’re not trained or well-equipped for the task. You need to have certain qualities and abilities in order to keep every member of your sales team happy and satisfied. … Read More

Customer loyalty

3 Surefire Ways to Gain and Keep Your Customers’ Loyalty

Do you have a steady stream of customers coming in? Would you like to keep them happy? Gaining your customers’ loyalty is one thing – keeping it is another. When you continue to put your customers’ needs first, you will find that your business will grow and improve as the years go by. … Read More

How do you avoid burnouts when you're burning the candle at both ends?

3 Reasons Why You Should Outsource Your Extra Tasks and Go Paperless

Running your own startup can be quite demanding. It requires a whole lot of time, money, and effort to keep everything in tip top shape. Quite often, there are moments where you need to devote all your attention to growing your business. … Read More

Formitize Case Study: Navigator Home Loans

In February 2001, Michael Platt – Managing Partner of Navigator Home Loans – began writing loans as a contracted mobile lender for St. George Bank. In June 2004, Michael and Jenny set up their own loan firm with the desire to build a business that fostered a client for life strategy. In other words, they wanted to be their clients lending specialist for years to come. … Read More

Formitize Case Study: Victorian Termite Specialist

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