Formitize Case Study: Pulse Test & Tag South Brisbane

22 October, 2026
Case Study 174

Supporting Safer Workplaces with Smarter Business Workflows

Pulse Test & Tag Brisbane is committed to serving local communities and helping businesses maintain electrical safety compliance. With a focus on innovation, reliability, and sustainability, the business delivers test and tag services efficiently, with minimal disruption to clients’ day-to-day operations.

For Michelle Irlam, owner of Pulse Test & Tag South Brisbane, having the right systems in place is key to delivering a reliable service while managing the demands of running a franchise.

 

From Subcontractor to Franchise Owner

Michelle first discovered Formitize while working as a subcontractor for Paul Telford, who was already using the platform in his business. After gaining firsthand experience with the software, Michelle continued with Formitize when she established her own franchise.

Michelle explains:

“I worked with Paul Telford and was using Formitize as a subcontractor for Paul. Now I have my own Franchise.”

Having already worked with the platform, Michelle knew its capabilities and found it straightforward to get started with Formitize.

Streamlining Business Operations with Formitize

When setting up her business systems, Michelle wanted a solution that could support customer management, job management, job scheduling, and paperless forms.

Pulse Test & Tag South Brisbane currently uses Formitize’s CRM (Customer Management) and Job Scheduling modules to organise operations and manage customer and job information.

Michelle sees Formitize as a valuable part of the business, with further opportunities to explore as the franchise develops.

“Formitize provides a valuable contribution to how our business operates. The Formitize Solution is good; we can see its potential, but we are still exploring. Formitize was very easy to set up.”

For a service business that needs to balance efficient scheduling with minimal disruption to clients, having a centralised workflow system provides a foundation for more organised day-to-day operations.

When asked to describe Formitize in three words, Michelle summed it up simply: “Work flow system.”

Training and Support Every Step of the Way

Getting comfortable with a new business platform is easier with the right training and support. Michelle has used several Formitize training options, including virtual screen-share training, face-to-face training, and group training.

She has also used the 30-Minute Walkthrough Tour, Getting Started Guide, and direct phone support to get the most from the platform.

Michelle has been particularly positive about the assistance she receives from the Formitize team, highlighting their responsiveness and willingness to help.

“Formitize Support and Customer Service teams are always very responsive and helpful.”

When asked to rate the Formitize Support and Customer Service teams, Michelle gave them a perfect 10 out of 10.

A Positive Experience with Room to Grow

Michelle’s experience demonstrates how familiarity with a software platform can make the transition from subcontractor to franchise owner easier. With Formitize already part of her workflow, she could set up her own system with minimal difficulty and start using the tools most relevant to her business.

As Pulse Test & Tag South Brisbane continues to explore the platform’s capabilities, Formitize provides a foundation for managing customer relationships, scheduling jobs, and supporting more efficient workflows.

Michelle also gave Formitize a 10 out of 10 when asked how likely she would be to recommend it to a friend or colleague.

Her feedback reflects a positive experience with both the software and the people behind it.

Build a More Efficient Service Business with Formitize

For test and tag providers and other field service businesses, managing customers, scheduling work, and keeping operations organised are essential to delivering reliable service.

Formitize brings these workflows into one platform, helping businesses reduce administrative complexity and build systems that grow with their operations.

Ready to streamline your business workflows?

Book your free demo today! Formitize – making paperwork paperless.

Website: https://www.pulsetestandtag.com.au/test-and-tag-brisbane/

Facebook: https://www.facebook.com/pulsetandt/

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