Formitize Case Study: Your Building Inspector

Your Building Inspector Owner Emily Lynch first found or heard about Formitize from others in the industry using the Formitize paperless business solution.

Emily says, “We were looking for Reporting solutions when we discovered Formitize. Our previous process created a major challenge for our business, namely, tedious, manual data entry.”

Complete Business Solution

Emily believes that Formitize has become a valuable asset to the day to day running of their business. She says, “Yes, Formitize is now our complete business solution. The Formitize Solution is great. It has made improvements to our business. Formitize is a good value for money.”

Your Building Inspector are currently using these Formitize solutions:

• Mobile Forms
• Job Management
• Job Scheduling CRM – Customer Management
• Leads and Sales Pipeline
• Accounting – Invoicing, Quotes and Payments
• Reporting

She states, “Setting up my Formitize account was easy. It’s a good solution, easy to use.”

Your Building Inspector are using these support tools within Formitize:

• Phone call / email to Client Success Manager
• Getting Started Guide
• User Guide

Emily’s Testimonial

Emily states, “Formitize has provided a great solution for our business to produce electronic building and pest inspection reports. It’s also given us a payment and CRM solution so we can manage our clients in one place.”

She continues, “The support Formitize supplies as part of their service is invaluable. Being able to call a dedicated client success manager any time we need to ask questions means we can easily solve problems and make sure our day-to-day operations run smoothly.”