Formitize Case Study: KV Services WA PTY LTD

29 September, 2023
Case Study 15

KV Services WA PTY LTD is an electrical safety and maintenance company in Perth, Western Australia.


KV Services WA PTY LTD Director Kevin Viljoen was searching for digital job management on Google when he first came across Formitize.


Kevin says, “In my previous business process, I faced challenges such as inefficiencies, time delays, paperwork getting lost, mistakes made, and tedious, manual data entry.”


Kevin states, “I came to Formitize looking for solutions to get things done on-site, paperless forms, job management, job scheduling, safety first, accounting - invoicing, quotes, and payments, reporting, and asset management.”


Kevin and his team are currently using these Formitize solutions:


  • Resources (Document Management)
  • Paperless Forms
  • Job Management
  • Job Scheduling
  • Safety First
  • Accounting - Invoicing, Quotes, and Payments


Formitize - A Great Solution


Kevin says, “Formitize provides a valuable contribution to how our business works. It’s great and it has really improved our business. Our Formitize account was incredibly easy to set up. We were up and running in no time with a lot of great features. It’s a good solution that’s easy to use.”


Responsive Customer Service


Kevin states, “We have utlised phone calls/emails to our Client Success Manager. The Formitize Support and Customer Service teams are very responsive and are always really helpful. They got top marks.’”


The Road to Formitize


Kevin shares, “We were using different software solutions before we came across Formitize, namely ServiceM8 and Appsheet. We made the shift to Formitize because our desired functions were not available in other software. We compared Formitize with GeoOp, Tradify, iAuditor, and Safety Culture. We eventually chose Formitize because of its great form format.”


We asked Kevin, on a scale of 1 to 10, how likely he was to recommend Formitize to a friend or colleague (1 =Not Likely - 10 = Very Likely). He gives us a “10.”


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