Jessica Burton, from Zaraman Pty Ltd, trading as Outland Pest Management, first learned about Formitize through recommendations from others in her industry. She shares, “The main reason I initially considered Formitize was that I saw others using it. I was also familiar with its form capabilities from when our company was Flick Anticimex.”

Jessica explains that she sought solutions for various business needs: “I was looking for Accounting – Invoicing, Quotes and Payments, CRM – Customer Management, Job Management, Job Scheduling, and Paperless Forms.”

She outlines their challenges before adopting Formitize: “We dealt with inefficiencies, time delays, mistakes, delayed payments, tedious manual data entry, and poor staff management.”

Jessica and her team utilise several Formitize modules: accounting—invoicing, Quotes, and Payments; CRM—customer Management; Document Management (Resources); Job Management; Paperless Forms; Reporting; and Web Forms.

According to Jessica, setting up the Formitize account was smooth. “It’s a good solution,” she notes, highlighting the support tools available within the platform, including demonstration videos, phone or email support, a success manager, a user guide, and direct phone calls to the support team.

Jessica praises Formitize's customer service: “The support and customer service teams are always very responsive and helpful. I’d rate the Formitize support team a ‘10.’”

Before switching to Formitize, Outland Pest Management used a software solution called PestPac. “We had to transition to Formitize because we didn’t have another option,” she concludes.

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