Formitize Logo

One platform jam packed full of features

Everything you need and all in one place. No more jumping from software to software.

Included Features

Below is a list of features and modules included with Formitize

CRM

CRM

  • Customer Contacts
  • Multiple Locations
  • Call, SMS and Email
  • Job Management
  • Form Management
  • Sales Pipeline
  • Document Management
  • Quoting & Invoicing
  • Task Management
  • Client Timeline History

Jobs

Jobs

  • Cloud Scheduler
  • One-off & Recurring
  • Automated Reminders
  • Job Routing & Tracking
  • Safety First
  • Integrated Quote & Invoice
  • Customised Job Forms
  • Integrated Webforms
  • Real-time Status Updates
  • Link to CRM & Assets

Forms

Smart Forms

  • FormBank Templates
  • Drag & Drop Builder
  • Job, Kiosk, Safety formats
  • Automated Actions
  • Saved Form Status
  • Link to CRM, Jobs & Assets
  • Desktop and App view
  • Webform & iFrame options
  • Securely stored
  • API & Integrations

Accounts

Accounts

  • Desktop & App
  • Quoting / Estimates
  • Auto Quote Followup
  • Invoicing
  • Auto Invoice Chasing
  • Purchases & Expenses
  • Card Payment Gateway
  • Link to CRM & Jobs
  • Xero & Quickbooks
  • Automated Receipts

SafetyA

Safety

  • Safety Forms
  • Safety First Jobs
  • Safety Documents
  • Safety Register
  • Safety Workflows
  • Safety Reporting
  • Automated Alerts
  • FormBank Templates
  • Automated Status Updates
  • Safety Form Dashboard

Documents

Documents

  • Custom Folders
  • Desktop & App Access
  • User Permissions
  • Auto Expiry Alerts
  • Swipe to Email
  • Swipe to Print
  • History Tracking
  • Status Dashboard
  • Integrate to CRM & Jobs
  • Integrate to Accounts

Users

Users

  • User Profiles
  • User Permissions
  • User Groups
  • User Qualifications
  • User Training Records
  • User Documents
  • User Notes
  • User App Alerts
  • User Job Tracking
  • User Reporting

Pipeline

Sales Pipeline

  • Multiple Pipelines
  • Custom Stages
  • Auto Follow Up
  • Expected Value
  • Pipeline Value
  • Click to Quote
  • Click to Invoice
  • Click to Job
  • Trigger from Webform
  • Pipeline Dashboard

Reporting

Reports

  • Contact Reporting
  • Task Reporting
  • Form Reporting
  • Schedule Auto Reporting
  • Income & Expenditure
  • Asset Reporting
  • Sales Pipeline Reporting
  • Job Reporting
  • Email Send Reporting
  • Reminder Reporting

Tasks

Tasks

  • Live Link to CRM
  • Live Link to Job
  • Live Link to Accounts
  • Task Types
  • Task Source Tracking
  • Auto Task Creation
  • Integrated Checklists
  • Add Attachments
  • Bulk Action
  • Task Dashboard

Smart Assist CRM Icon

Smart Assist

  • Appointment Reminders
  • Auto Job Status Updates
  • Auto Invoice Creation
  • Auto Lead Follow Up
  • Auto Quote Follow Up
  • Auto Invoice Chasing
  • Document Expiry Alerts
  • Auto Monthly Reporting
  • Auto Form Actions
  • Auto Task Actions

Scheduler Calendar

Scheduler

  • Day, Week, Month
  • Single & Recurring
  • Drag & Drop to create
  • Calendar & Map View
  • Job Route Order
  • Team User Grouping
  • People & Assets
  • Custom Colours
  • Custom Day Settings
  • Smart Routing option

Paid, Smart Add-Ons

Below are some awesome additional features you can purchase that, when added to your business, can be a really valuable game-changer.

Assets

Assets

Complete Asset Management platform that integrates seamlessly to CRM, Client Locations, Jobs and Forms creating a powerful and incredibly flexible Asset solution with Change Log and QR integration

Explore Assets
Proposals

Webforms

Create Webforms with our Drag and Drop builder with so many applications. Full page view for client completion, iFrame view to plug in to websites, Email Link for Agreements and Surveys. Integrated with CRM & Jobs and supported with full suite of Auto Actions.

Explore Webforms
Workflows

Workflows

Manage any multi-stage compliance process with Workflows. Perfect for Non-Compliance Management, Incident or Near Miss Reporting.

Explore Workflows
iFrameForms

Client Portal

Permission-based Client Portal for end-user access enabling your customers to Accept Quotes, Pay Invoices, Review Form Reports, Request Jobs and more. Give your clients the information they need and improve the customer experience.

 

Coming Soon

Smart Logic

Smart Routing

Powerful enhancement to current Job Scheduling enabling Smart Routing to optimise the productivity of all field-based team members. Auto Travel Time calculation, Auto Smart Routing with Map and Hybrid Scheduler view. 

 

Coming soon

Give your business the edge