One App to Manage your Business
Now you really can run your business from your mobile phone – and run it really well!
One App with all the Tools
Everything you need to run your business from your mobile phone or tablet
CRM Client Database
All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you.
Scheduler & Job Management
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date.
Quotes, Invoices & Expenses
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.
Lead Sales Pipeline & Tasks
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.
Just Use the Modules you Need
Formitize includes so many useful business modules such as Mobile Forms, CRM, Safety First, Job Scheduling and Document Management. You can use them all or just chose to use the modules that your business needs.
Apple & Android
Don’t be locked down to one manufacturer. Formitize provides complete freedom of choice and works beautifully on Apple and Android devices – phone, tablet or desktop. So use your existing devices or chose any device that suits you.
Trusted by State and Federal Government agencies and many of the world’s largest corporations, the Formitize storage and processing architecture is robust, reliable and safe so you can relax and concentrate on growing your business.
Online or Offline
So many of the mobile app features (including the form functions) work perfectly with or without internet connection. So wherever you are in the world, we’re working with you.
Slide right to Communicate
The navigation is so easy to use. Wherever you are in the app, just slide from left to right to access the Call, SMS and Email functions making communication with your team and clients easier than ever.
Slide Left to Action
Slide from right to left and the Action options appear. Create new Notes, Leads, Contacts or Invoices, convert Quotes to Invoices, change the stage of a Sales Lead, accept a Job – whatever the Action, just swipe and click!
Use anywhere in the world
No more downloading old software packages, struggling with old versions, relying on laptop speeds, spreadsheets or manual processes. Wherever you or your team are based, simply download the app, login and you’re good to go.
Formitize are continually developing new features and improvements to help your business run more effectively. Just allow the app to auto-update then relax as new versions are automatically installed for you.