CRM Attachment Sync Automatically Keeps Customer Files Organised
Photos and documents captured in the field rarely make it back to the right customer record on their own.
Read more
News & Updates
Latest news, updates and features
Lead Import Improvements: Reduce Duplicate Leads and Speed Up Imports
Lead imports go wrong in predictable ways: duplicates pile up, existing records don't update, and someone has to clean it all up manually after every upload.
Read more
Bulk Resource Upload: Upload Multiple Files Faster and Stay Organised
Introduction Uploading files one at a time is tedious. It gets worse when each one needs its own settings configured individually.
Read more
Contact Import Improvements Make CRM Data Migration Faster and Easier
Importing customer data into a new system is slow and error-prone, especially with large spreadsheets or CRM migrations.
Read more
Resource Drawer: A Faster Way to Manage Resources Without Leaving Your Workflow
Introduction The Resource Drawer lets you add and edit files without navigating away. You stay on the page, do the thing, move on.
Read more
Two-Way SMS Messaging for Better Customer Communication
Formitize Conversations is here. Every SMS is now two-way. Conversations is a new communication tool built directly into Formitize.
Read more
PayNow Separate Surcharge Invoices: Simplifying Invoice Reporting and Payment Fee Tracking
Introduction Managing payment processing fees can become complicated when they appear mixed into standard invoices.
Read more
Quote Sync with Xero: Keep Your Quotes Aligned Across Systems
Introduction If your team is jumping between Xero and Formitize to manage quotes, someone's probably copying and pasting more than they should be.
Read more
Custom PDF Reports in Client Portal and JobLink: Share the Right Report with Customers
Introduction You've always been able to create custom PDF reports. Now you can control exactly which one your customers see.
Read more