The full Reporting Suite (it’s all included, just pick what you want to use)
1. TI – TERMITE INSPECTION
TI1 Visual Termite Inspection Report (AS 3660.2-2017)
TI2 Visual Termite Inspection Report – Special Purpose
2. TM – TERMITE MANAGEMENT
TM1 Termite Management – Plan
TM2 Termite Management Treatment Proposal (AS 3660-2000)
TM3 Termite Management – Monitoring & Baiting Site Plan
TM4 Treatment Management – Monitoring & Baiting Proposal
TM5 Termite Management – New Construction Certificate of Installation (AS3660.1-2014)
TM6 Termite Management – Existing Structure Certificate of Installation (AS3660.2-2017)
3. TPI – TIMBER PEST INSPECTION
TPI Inspection Agreement
TPI2 Pre-Inspection Agreement (Web)
TPI3 Visual Timber Pest Inspection
TPI4 Visual Timber Pest Inspection – Pre Purchase
4. AGREEMENTS
A1 Inspection Agreement (Standard & Online Version)
A2 Client Acknowledgement (Standard & Online Version)
4. GP – GENERAL PEST MANAGEMENT
GP1 General Pest – Chemical Application Record
GP2 General Pest – Management Treatment Advice
GP3 General Pest – Service Report
GP4 Pest Management Activity Report
GP5 EPA Pesticide Application Record
GP6 Agricultural Pest & Weed Service Report
GP7 Weed Control Service Report
GP8 QBCC Form 16 Inspection Certificate
5. WORK, HEALTH & SAFETY
WHS1 Risk Assessment
WHS2 Safe Work Method Statement (SWM)
WHS3 Pre-Start Checklist
WHS4 Vehicle Pre-Start Checklist
WHS5 Near Miss / Incident Report
6. WEBFORMS (Forms that can be completed or signed instantly online)
WF1 Contact Us
WF2 Request New Job
WF3 Satisfaction Survey
WF4 Testimonial Request
A1 Inspection Agreement
A2 Client Acknowledgement
7. GENERAL BUSINESS
GB1 Leave Request
GB2 Expense Claim
GB3 Travel Log
GB4 Time Sheet
GB5 Employee Application
GB6 Subcontractor Application
Complete Reports on Desktop or Mobile App
Complete Reports using the Desktop Web Management Portal
For clients that prefer completing their Reports on their desktop computer, the Web Management Portal provides the perfect report building and editing solution. Large screen, clear sections, dropdowns, image uploads, version control, PDF View and so much more to help build and edit reports with ease.
Complete Reports using the App – Apple or Android
The mobile app works beautifully on mobile phones and tablets across both apple and android devices.
The app design has been finely tuned to be as intuitive as possible for Technicians and Inspectors to complete all reports and access all required information.
Two Options
As a business, you then have two options – either send the finished PDF Report instantly from the App to the client or, send the Report back to the office automatically to be checked and edited by Admin using the Web Management Portal before sending on to the client.
What else does Formitize include?
Complete Business Solution – It would be much easier to show what it doesn’t include!!
In addition to all of the compliant Pest Reports, Heath & Safety Reports and General Business Forms, Formitize is a complete business solution to help you run your business smarter with the following features available:
- CRM Customer Database
- Job Scheduling & Management
- Future Appointment Reminders (to ensure no appointments are missed by letter, email or SMS)
- Current Job Status Updates (to keep clients and your teams updated on current job status)
- Integrated Credit Card Payment Gateway
- Sales Lead Pipeline (with Automated Lead Communications)
- Document Management (with Automated Document Expiry Warnings)
- Health & Safety First (with the option to link to Safety Forms to Job Type templates)
- Online Webforms for Agreements (for Pre-Inspection Agreements, Job Booking and Contact Forms)
- Integrated Quotations (and Automated Quote Follow-up)
- Integrated Invoicing (with Automated Outstanding Invoice Chasing)
- Task Management
- Asset Management (For Integrated Bait & Rodent Station Management & Reporting)
Recent Feature Releases
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