Complete and Completely Customisable

20 March, 2024
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In today's fast-paced business landscape, efficiency is key. Every minute wasted on manual tasks or administrative headaches is a missed opportunity for growth and success. That's where Formitize comes in. We understand the challenges businesses face, which is why we offer a complete and completely customizable solution to automate and streamline your operations and maximize productivity. Whether you're the Business Owner, Admin Assistant, Finance Guru or Middle Manager, think of Formitize as your robotic Personal Assistant, soldiering through the administrative load to free you up for more important work (or leisure). 

Let's take a closer look at how Formitize can revolutionize your workflow.


Reminders Made Easy

Sending reminders to customers can be a costly hassle, especially when you have a million other things on your plate. With Formitize, you can automate the entire process to be exactly as you like, ensuring your customers never miss an appointment, service or deadline again. You can choose the timing and wording of reminders (as well as follow-up surveys or satisfaction guarantees); simply set them up and let them do their thing.

In addition to removing the time, expense and unnecessary paper, it's an immense relief from the mental load of such relentless admin. Say goodbye to the endless cycle of manual reminders and hello to effortless communication that happens while you're busy elsewhere.


Seamless Quote Acceptance

Getting quotes accepted by customers shouldn't require constant follow-ups and reminders. With our QuoteAccept feature, you're able to generate and share quotes with unprecedented ease and efficiency. This means your engagement with clients in terms of the quote acceptance process is faster, simpler and completely digital.

Streamline the entire process and get instant confirmation from your clients, then have the Quote become a Job. It's simple, efficient and removes another layer of administrative burden.


Effortless Team Allocation

Managing a team can be a logistical nightmare without the right tools, especially when it comes to assigning jobs and coordinating schedules. With Formitize, you can say goodbye to the chaos and hello to seamless team allocation. Our intuitive platform makes it easy to assign tasks, track progress and keep everyone on the same page.

Whether you're in the office or out in the field you can see who is at each job, allowing teams to collaborate and get the job done without unnecessary intervention.  


Smart Routing for Optimal Efficiency

Planning the best route from job to job can be a time-consuming process, especially when the nature of your business means you have multiple locations to visit in a day. With our Smart Routing feature, you can eliminate time-intensive manual planning and intervention, allowing you to optimize your route for maximum efficiency.

Spend less time on the road (or looking at maps) and more time getting things done so you can call it a day sooner! 


Customize Your Solution

At Formitize, we understand that while every business is unique there are also a number of common pressure points. For this reason we offer a completely customizable solution to meet your specific needs, underpinned by a strong knowledge of the challenges that businesses face everyday.

Whether you're a small startup or a large enterprise, our platform can be tailored to fit your requirements. From custom Forms to personalized Workflows, Smart Routing to Reports, we've got you covered across every part of your business.


Take the Next Step with Formitize

Ready to unlock the full potential of your business? It's time to take the next step with Formitize. Our complete and customizable solution can help you streamline your operations, boost productivity and achieve your goals faster than ever before. Say goodbye to manual tasks and hello to automation with Formitize.


Get Started Today

Don't wait any longer to revolutionize your workflow. Sign up for Formitize today and experience the power of automation firsthand. With our intuitive platform and comprehensive features, you'll wonder how you ever managed without us. Join the thousands of businesses worldwide who trust Formitize to streamline their operations and unlock their full potential. Get ready to exhale; customisable business management is at hand.