Smart Business Hub

Keep Important Notes Front and Centre with Pinned Notes

What’s New: Pinned Notes You can now add a pin to important notes, making it easier to prioritise the information that matters most.

Spend Less Time Starting from Scratch with Formitize AI

What’s New: Formitize AI Formitize AI provides additional assistance when creating and configuring key areas of Formitize.

Action Logs – See What Happens After a Form Is Submitted

What’s New: Action Logs Action Logs provide a clear record of the actions processed after a form is submitted. You can now: See which actions were successfully processed.

Customise Your Workspace with Formitize Dashboards

What’s New: Customisable Dashboards Formitize Dashboards give you greater control over what users see when they log in.

Import Historical Jobs

Bringing your business history into one place just got easier.

Customise Your Job Scheduler to Match the Way Your Business Works

No two businesses schedule work the same way. A system that ignores that just creates friction.

Improved Resource Management: Better Folders & Version History

Documents drift. Procedures get updated, certificates renewed, pricing revised, and somewhere in the mix someone's still working from last year's version.