Latest news, updates and features
Improvements to Automated Reminders and Job Status Updates Smart Assist Templates - Improvements to Automated Reminders and Job Updates Good communication is such an important part of growing a business especially when…
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Create multiple sales pipelines for each of your different types of sales flows Pipelines are a way of managing sales leads and enquiries.
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VIDEO: Welcome to our 45 Minute Overview of the Formitize Pest Control App We are excited to release our new 45 Minute overviews of the Formitize Pest Control Solution.
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VIDEO: A new 30-minute virtual walk through video has been released on our youtube channel The Formitize Business Platform can be as simple or as comprehensive as you need.
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Make nurturing your sales leads even easier with the ability to color code your Lead Stages.
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You can now easily Manage your Resource Sub -Folders through the Resource menu in the Management Portal.
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You can quickly and easily re-assign tasks in bulk from one user to another.
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You can easily re-assign jobs in bulk from one user to another with just a few clicks.
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A new Location filter has been added to both the Jobs and Forms section of the CRM Client Activity When you are in the CRM Client Card and viewing the Activity…
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