Formitize Case Study: Greg Hall Pest Control

6 June, 2024
Case Study 26



Greg Hall Pest Control, a locally owned and operated Pest Management business, proudly serves various areas in the Hunter Valley such as Muswellbrook and Singleton, Coalfields, Stroud, Gloucester, Newcastle, and Central Coast.



Greg Hall, the owner of Greg Hall Pest Control, discovered Formitize through recommendations from fellow professionals in his industry who were already benefiting from the advantages of the Formitize paperless business solution.


Greg says, “My decision to seek new software was driven by the challenges posed by my previous business processes, which included time delays, errors, and difficulties in staff management. My specific requirements were focused on Paperless Forms, Job Management, Job Scheduling, and CRM - Customer Management.”


Reflecting on the impact of Formitize on his business operations, Greg emphasizes its immense value. He appreciates how the Formitize Solution has significantly improved their overall performance and considers it to be a cost-effective investment.


Currently, Greg Hall Pest Control utilizes several Formitize solutions, namely Paperless Forms, Job Management, Job Scheduling, CRM - Customer Management, Safety First, Accounting - Invoicing, Quotes, and Payments, as well as Reporting.


Greg found the process of setting up his Formitize Account to be straightforward and satisfying. He commends the training options provided by Formitize, particularly highlighting the benefits of Virtual Screen Share Training.


In terms of support and customer service, Greg has had direct interactions with the Support and Customer Service team. He expresses his satisfaction with their responsiveness and helpfulness, having made phone calls and sent emails to the Formitize Client Success Manager, as well as contacting the Support Team via phone. Greg rates the Formitize Support and Customer Service team a perfect "10" for their exemplary assistance.


Prior to discovering Formitize, Greg had been using another software solution called Unitrak. However, due to the closure of Unitrak, he made the decision to transition to Formitize. Greg also thoroughly evaluated other alternatives, including PestPac and ServiceM8, before ultimately selecting Formitize as the optimal choice for his business.


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