Quote, Invoice & Take Payment
Run your Financials from your Phone or Tablet. So powerful yet so easy to use.
Accounts now beautifully Connected.
Quotes, Invoices and Purchases are fully integrated. Use stand alone or integrate beautifully with your accounting software like Xero!
Create a new Quote in seconds
In the office or in the field, create Quotes or Estimates in seconds using one off detail or accessing your Line Items for speed and accuracy. Send as finished PDF with photos, signatures and attachments.
Slide and Click Convert
It’s never been easier to convert business. Simply slide and convert your Quote to a Job or Invoice. All details are pulled through and updated. Automated reminders help you stay on top and follow up your clients for you.
View the Current Status in Real time
Instantly see the status of all of your Quotes and Invoices. Filter by Paid and Outstanding and simply swipe to follow up with a call, email or SMS
Take Payment & Send Receipt
Record payments received in seconds and the integrated card payment gateway enables you to take instant card payments at any time, anywhere! Once payment taken, automated Invoice Paid receipt can be instantly emailed.
Automated Quote Follow Up
Smart Assistants can help you by following up automatically on all Quotes with customised wording at different times by SMS, Email and Letter. You decide when to follow up and what you would like to say and then let the Automated Assistants do their thing!
Automated Invoice Chasing
Automated Assistants can also provide Outstanding Invoice chasing automatically. Customise the wording and trigger different messages as the invoice gets older by email, SMS and letter.
Add one or more signatures to your Quotes and Invoices. The perfect tool to ensure both your team member and the customers are signing off and approving.
Add Photos & Attachments
A picture tells a thousand words so now you can add photos such as before and after shots to your Quotes & Invoices. You can also automatically add attachments like Terms & Conditions and marketing material.
Outstanding Balance Visibility
The accounting integration with software partners like Xero is a powerful two way integration and important financial information is available throughout. When viewing a client in the CRM or creating a new job, real-time visibility of outstanding balances can provide great value.
The accounting integration importantly enables your team to create quotes and invoices (and take payments) without having access to your accounting software. You can create professional Quotes, Invoices and record Payments in Formitize as a stand alone solution but the powerful integration with accounting software solutions like Xero provides the complete end to end financial accounting package.
Just Accounts OR a Complete Business Solution
You can just use the forms for your business or you can benefit from all the other included business solutions.
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.