Unleash the power of Xero with Formitize. One complete business platform!

A powerful two-way integration that brings your Xero information to life.

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About Formitize

Formitize is a powerful business management platform with everything together in one place.

  • A complete business platform that includes CRM Customer Database, Job Scheduling, Job Management, Health & Safety, Document Management, Smart Forms, Sales Pipeline, Workflows, Accounts and so much more.
  • Formitize makes your Xero information available to so many parts of your business operations. Run your business from the office or on the go using our mobile app.
  • Includes a genuine two-way integration with Xero so that both system update each other constantly providing you with incredible visibility whatever you are working on.
  • Full library of smart-forms to help you get so many aspects of your business paperless.

Try Formitize for Free or Book a Demo to explore

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About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

Powering industry leaders all over the world

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Business solutions for

of all shapes and sizes

Individual

Individual

Everything you need to manage your small business, all in one place.

SMB

Small Medium

Solve single business blockages or transform your entire workflow.

Enterprise

Enterprise

Powerful platforms to digitally transform your operations and workflows.

NonProfit

Not for profit

Our Giving Back Program to help you make the world a better place too.

Clear the multiple app clutter!

Everything in one place. Use it all or just what you need.

Forms

Smart Forms

Just imagine your business without the painful paperwork

Jobs

Jobs

Schedule and automate with smart, complete job management

CRM

CRM

Finally! All of your sales and customer information in one place

Workflows

Workflows

Manage any multi-stage process so nothing slips through the cracks again

Safety

Safety

Paperless, easy to use safety solutions to keep you and your team safe

Accounts

Accounts

Quote, Invoice and Take Payment from the desktop or mobile device in seconds.

Xero Formitize Contact Card

Client Contact Panel

One Click to Import Xero Contacts into Formitize CRM

The Contact Panel stores all Billing Information, Shipping Details, People and Locations so you can access all contacts quickly.

You can completely customise the information that you want to manage for each customer.

Real-time integration means from the CRM you can see what has been invoiced and what is outstanding for that customer from Xero.

Formitize CRM Activity Window

Client Activity Panel

It’s a complete game-changer having ALL client activity in one place!

Now you can see everything - all from the one page. And add something new with two clicks!

Save so much time! No more jumping in and out of different software packages. Everything in one place and everything up to date with your Xero account.

FormBank

Form Bank templates ready to go

Form Bank includes hundreds of templates ready to use.
Forms are all set and ready to go for Jobs, Work Orders, Health & Safety, Time Sheets, Accounts, Human Resources, Surveys, Requisitions, Applications and so much more.

Use the drag and drop form builder to edit the template or create your own forms that are perfect for your business.

 

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Customers, Suppliers & Team

Simply swipe to Contact or Action

Instant access to all of your contact details from the desktop or mobile. Slide to call, email or SMS. Instantly create new Lead, Quote, Invoice or Job in seconds.

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Scheduling & Management

Creating & Tracking Jobs is so simple

Drag and drop to create a new job. View and re-assign jobs in seconds. Perfect for both single and recurring jobs and not a piece of paper in sight!

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Customisable and So Easy to Use

It's like your own tailored App!

Far more than just a forms or jobs solution, Formitize can replace so many of the forms and processes used in your business. Clear, simple to use checklists, forms, reports and workflows. Customise button text, colours, and actions to perfectly suit your business.

 

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Safety First Compliance

Peace of mind with automatic safety assurance 

With Safety First option on, the field user can’t access job forms until the Safety First forms have been completed. The Safety Manager can be viewing the submitted safety forms back in the office before the job has even started!

What a powerful partnership!

 

 

Get Started Today

You have found the perfect paperless combination: Xero to manage your Accounts, and Formitize to manage your CRM, Job Management, Safety, Document Management and Business Forms. Let’s get started today!