Win the Day Before You Even Get Out of Bed

10 April, 2024
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Imagine waking up in the morning knowing that your day is already set up for success before you even throw back the covers. The team at Formitize understands the value of efficiency and planning, making it their mission to turn the vision into a reality. Your time is precious, and every minute counts. Scheduled tasks and triggers for you, your team and your customers ensures a smooth and efficient workflow from dawn till dusk.


6:00 AM - Morning Prep and Equipment Check

Your day begins bright and early as the sun rises. You've scheduled automated reminders from Formitize each evening to ensure you're prepared for the day ahead. After a quick shower and breakfast, you throw on your uniform and conduct a basic equipment check using Formitize's customizable inspection checklist before you head out. With all your necessary tools and materials in order, you're ready to tackle the day's work with confidence.


7:00 AM - Scheduled Jobs and Route Optimization

Before you've left the house, Formitize Smart Routing has already optimised your route for maximum efficiency. Your day is carefully planned out, with scheduled jobs automatically assigned based on location and efficiency. This ensures you minimize travel time between inspections, allowing you to complete more jobs in less time (and save fuel in the process). Your customers have all received their automated reminders so they're expecting you; no more time-wasting no-shows.


Better yet, there are no more awkward moments of bill shock when you share the invoice; all of your customers have accepted their quotes using QuoteAccept well before you get there. They approved their quote, and you instantly turned it into a Job, keeping all of the information together and easily accessible. 


9:00 AM - On-Site Inspections with Pre-Filled Form Templates

Arriving at your first inspection, you open Formitize's industry-specific form templates, tailored to tick off those industry standards and ensure nothing is forgotten. These forms are pre-filled with all client information, saving you valuable time and eliminating the need for manual data entry. With just a few taps on your mobile or tablet, you can capture inspection findings, document evidence and generate reports on the spot. Drop the photos into the report to make it clearer and more genuine (and impress your customer too).


A quick detour for a family emergency means you're now running half an hour behind schedule, but it's no issue to inform your customers with a simple automated message. Prioritising communication with your customers is easy when you have the solution to facilitate it and the convenience at your fingertips.


12:00 PM - QuoteAccept and Customer Communication

After completing your morning inspections, it's time to send out quotes to potential customers. With Formitize's QuoteAccept feature, you can quickly generate and send professional quotes directly from your mobile device or desktop. Clients receive instant notifications and can accept quotes with just a tap, streamlining the booking process and ensuring a seamless customer experience. If they choose to decline it they can provide a reason, allowing you to rectify it and lock it in second time around.


2:00 PM - Feedback Surveys and Job Reminders

As the afternoon progresses, you've automatically sent out feedback surveys to your customers from yesterday (without having to do a single thing). Formitize's automated survey feature allows you to gather valuable feedback and insights, helping you continuously improve your services and customer satisfaction.

Meanwhile, tomorrow's customers are receiving their reminders, leaving them plenty of time to either reschedule or prepare their homes for your arrival tomorrow. 


All this is happening while you're picking up your kids from school (rather than sitting in front of a screen, carrying out mindless admin tasks). 


4:00 PM - Repeat Business

As the day winds down, Formitize sends out reminders to clients whose properties are due for inspection again (12 months really zoom by). By proactively reaching out to clients, you ensure repeat business and maintain a steady stream of work in the future. They know you, they trust you and they're happy to be repeat clients. 


You're happy to let Formitize automatically send out the repeat business reminders; you're at soccer training with the kids.  


Conclusion: A Day of Efficiency and Success with Formitize

With Formitize, your day is meticulously planned and executed, eliminating wasted time and ensuring the most efficient processes. From scheduled tasks and triggers to pre-filled form templates and automated communication, Formitize streamlines every aspect of your workflow, allowing you to focus on what matters most – delivering exceptional service to your clients. Say goodbye to the bumps in the road and hello to a day of efficiency and success with Formitize.