Formitize Case Study: CLEAN but Green

27 June, 2024
Case Study 98

CLEAN but Green:




CLEAN but Green is leading the way in environmentally friendly cleaning services, utilizing state-of-the-art eco-friendly technology and meticulously selected professional products to contribute to a cleaner world, one house at a time. 


Since its inception in the UK in 2014, CLEAN but Green has expanded its services to cater to customers in Frome, Shepton Mallet, Bruton, Trowbridge, Westbury, Warminster, Mere, and the surrounding areas.



The brain behind CLEAN but Green, Samantha Maxfield, stumbled upon Formitize while searching for Xero Add Ons online. Prior to incorporating Formitize into her business operations, Samantha encountered numerous challenges, including inefficiencies, delays caused by paperwork getting misplaced, mistakes due to manual data entry, and inadequate staff management.


Samantha expressed her frustration, stating, "I needed a unified platform to streamline my business instead of juggling between three separate systems. I was seeking a comprehensive solution that could fulfill all my requirements, including CRM for effective customer management, on-site task completion, job scheduling, paperless forms, and detailed reporting."


Implementing Formitize has revolutionized how Samantha's business functions, offering valuable contributions to its day-to-day operations. She appreciates the convenience of having everything in one place and the flexibility to add more modules as her business evolves. Samantha shared her positive experience, saying, "The Formitize Solution is impressive, and while I continue to explore its full potential, I am already benefiting from its ease of use and quick setup."


Currently, Samantha utilises various Formitize modules, such as CRM for customer management, document management, job scheduling, leads and sales pipeline tracking, paperless forms, and reporting. Setting up her Formitize account proved to be a seamless process, and Samantha commends the user-friendly interface that simplifies navigation. To gain proficiency in utilizing the platform, she availed herself of training options like virtual screen share and face-to-face training, while also utilizing Formitize's comprehensive support tools, including walkthrough tours, demonstration videos, user guides, and support ticket systems.


Samantha enthusiastically praises the Formitize support and customer service team for their remarkable assistance. Their responsiveness and helpfulness have exceeded her expectations, ensuring a smooth experience throughout her Formitize journey.


When considering alternative software solutions, Samantha previously used Acuity (from Squarespace), Google Calendar, and Google Forms. However, the absence of geo-tagging and time recording capabilities for staff led her to switch to Formitize.


During her evaluation process, Samantha explored other software options such as Fergus, Google Calendar and Drive, ServiceM8, Tradify, Bitrix24, CleanManager, Powered Now, ReFlow, Field Manager, Zenmaid, Planday, Workforce, and Tanda. However, she ultimately chose Formitize because it offered a comprehensive solution that aligned with her requirements, provided seamless navigation, and fit within her budget.


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