Smart Business Hub

Introduction to Formitize Pest Control Solution

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.

30 Minute Virtual Walk Through Video

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.

Color Coding your Pipeline Stages

Make nurturing your sales leads even easier with the ability to color code your Lead Stages.

Managing your Resource Sub-Folders

You can now easily Manage your Resource Sub -Folders through the Resource menu in the Management Portal.

Bulk Re-assigning (and Un-assigning) of Tasks

You can quickly and easily re-assign tasks in bulk from one user to another.

Bulk Re-assigning (and Un-assigning) of Active Jobs

You can easily re-assign jobs in bulk from one user to another with just a few clicks.

Quickly filter CRM Forms & Jobs by Location

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…

Form Bank Uploaded Template Indicators

Easily see what Templates have been uploaded The Form Bank is providing so many of our clients with a whole range of business templates that are pre-built and ready to go.…

Active Task Tags

Link from Task Tag to source with one click Tasks are becoming a more and more important feature within Formitize and will play a bigger role in the future.

News & Updates