Formitize Case Study: Innovative Field Solutions

17 September, 2026
Case Study 115

Charles Kelly, owner of Innovative Field Solutions, found Formitize while searching Google for a “Field Service App.” His business sought a tool that offered flexibility, efficiency, and cost-effectiveness.

Charles explains, “The main reason I chose Formitize was its flexibility. I wanted a solution that allowed us to make adjustments ourselves. I was also looking for a platform to support better management of my team and clients while staying within budget.”

He continues, “I needed a tool that could help streamline my operations – from job management and scheduling to paperless forms. Formitize ticked all those boxes and has made running my business smoother.”

Since integrating Formitize into his business, Charles has noticed significant improvements in daily operations. “It’s a powerful platform that simplifies workflow management and empowers us to make changes easily. The team behind Formitize is great, and they’re always improving the platform.”

One of Innovative Field Solutions' biggest advantages was how easy it was to implement Formitize. “Setup was straightforward. We were up and running in no time,” Charles shares. “Right now, we use several Formitize modules, including Job Management, Job Scheduling, Paperless Forms, and Reporting, which have become essential tools for our team.”

When asked to describe Formitize in three words, Charles confidently replies, “Fantastic Business Tool.”

Regarding training and support, Charles and his team have taken full advantage of the options available, including virtual screen share sessions, face-to-face training, and group workshops. “The support we’ve received has been top-notch. Whether it's the 30-minute walkthrough, demonstration videos, or direct calls with the Client Success Manager, Formitize’s team is always responsive and helpful,” he says.

On a scale from 1 to 10, Charles gives Formitize a perfect ‘10,’ saying, “I would recommend it to anyone.”

A Game-Changer for Business Growth

Reflecting on a key success story, Charles shares, “Formitize was key to us winning a large Council audit contract. We conducted over 5,500 audits over two 2-year periods, and Formitize was critical to delivering this. We loved the platform and the team so much that we diversified into other industries, many of which still use Formitize today. We are pitching Formitize as the solution to an Australasian-wide company's field services challenge. For any company looking to improve visibility, control, and efficiency in their operations, I can’t recommend Formitize enough.”

Formitize has been a key factor in Innovative Field Solutions’ success, offering the flexibility, efficiency, and support Charles Kelly had been searching for from the start.

Make your business run smoother with Formitize. Book your free demo today! Formitize – making paperwork paperless.

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