Everything you need to deliver efficient, paperless inspection solutions.
It’s time to transform your inspection processes and reporting.
Using the Form Builder you can replace your old paper forms with smart mobile forms.
Collect exactly the data your business needs, just in a smarter way.
More than twenty smart tools to help you be more efficient and accurate
Capture onscreen signatures, automated time and date stamp and GPS location to provide incredible compliance, visibility and accuracy (and save a whole lot of time too)
Integrated Voice to Text will change your life. Simply click and speak and watch your longer sentences and descriptions convert to text, so fast and so easy to use .
Scan QR and Barcodes using the integrated scanner and auto-populate form fields instantly using Database Lookups. Almost endless possibilities linking your forms to database records
A picture tells a thousands words. Embed photos into your forms from the device camera or library. Integrated drawing tool enables draw on photos, plans, mudmaps and more.
Avoid calculation errors forever with automated calculations and Required Fields prevent the form being submitted until all mandatory fields have been answered.
Trigger automated actions and workflows based on form submission or answers given to specific questions. Powerful, business transforming automation that is so easy to use.
Create your own forms with the smart drag and drop form builder. More than twenty awesome tools included to build forms perfectly suited to your business.
Smart logic means the forms only show the information required. Routing questions based on responses saves so much time and mandatory questions means all required fields must be completed before submission.
One of the biggest issues with paper forms is questions or sections of the form being forgotten or missed. Required or mandatory status can be added to any field in your forms (including signatures) preventing the user from submitting the form until all required fields are completed.
In addition to Drawing, add text to images for further detail and explanation.
A picture tells a thousand words. Use the integrated drawing tool to capture photos and draw on them. Photos can be automatically embedded in PDF reports or just stored as a record.
Dedicated legend icons can be added to your forms to perfectly suit your business drawings. The icons can then be simply dragged and dropped onto the drawing. The perfect tool for bait stations, electrical points, plumbing fittings and so much more.
Easily upload site and floor plans or attach them to a job for field users to access and update. Multiple option drawing tool adds many features.
Once a form has been completed, automated tasks and workflows can be triggered based on either a single form field result or the status of the form. Any form can have a task or workflow link. The Compliance Register adds even more workflow options and is the perfect tool for non-compliance and risk management processes.
Online Agreements that your customers can sign on screen instantly on their mobile, tablet or desktop saving so much time!
Pre-populate your Agreements with known details such as Client Name, Property Address, Inspection Details and Pricing before sending weblink.
Email the Agreement weblink using template to pre-populate information automatically to save time. The email contains a weblink for the client to simply click to open.
The customer views the agreement on phone, tablet or desktop - signs the agreement on screen and submits. You and the client will automatically receive a copy of the Agreement PDF with signatures and all information embedded. The Agreement auto-stores in the CRM client file. Simple!
Inspections are just the beginning, Formitize includes everything you need to run your business from your pocket.
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.
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.
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.
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.
Your dedicated Client Success Manager will be there with you throughout your journey.
We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.