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forms module

Imagine - No More Paper Forms!

Just imagine your business without all the painful paperwork
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We’re helping thousands of small businesses get paperless

(and some pretty big ones too!)

Smart Mobile Forms

For mobile workers, Smart Mobile Forms will replace your old paper forms

GPS Location Grab

Automatically Time, Date & GPS Stamp to save time and prove location

Voice to Text

Convert speech to text automatically. Awesome for longer descriptions!

Draw on Photos

A picture tells a thousand words. Draw and add text to photos and images

Mud Map with Icons & Legend

Import plans or create mud maps with drag and drop legend and icons

Database Lookup

Automatically populate form fields by looking up databases

Smart Logic

Save time and improve workflow with smart logic decision making

Auto Calculations

Minimise mistakes and improve performance with automated calculations

Link to CRM

Populate many fields automatically by linking Client & Locations to CRM

Link to Assets

Instantly populate and update Asset Records with link to Asset Register

Sign on Screen

Simple sign on-screen – desktop, tablet or mobile for instant confirmation

History Tracking

Automated transaction log of all views, edits and status changes managed for you

Awesome Integration

Powerful integrations to drive even more value from information collected

Health & Safety Covered

Keep your team safe – in the office and out in the field.

Risk Assessments, Inspections, Incident and Near Miss Reports, Pre-Start Checks, Safe Work Method Statements and so much more.

• Trigger instant alerts
• Automatically update Safety Registers
• Integrated Safety Document Folders
• Document Expiry Alerts
And so much more…

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Incredible Online Forms

Online Forms are all about improving your interactions with the outside world

• No more sending out documents
• No more printing and signing
• No more scanning and returning
• No more delays!

Integrates with CRM and so much more!
Instant, automated and so powerful.

Agreements & Proposals

Send outbound Agreements & Proposals for instant visibility and acceptance

Webforms

Replace all inbound & internal forms with smart, integrated webforms

iFrame Forms

Insert iFrame web forms into your website or intranet for complete integration.

Use our Form Bank or DIY

Use our Form Bank templates or Do It Yourself with our drag and drop Form Builder

Submit the Form & the Real Magic Happens

So many awesome actions can trigger automatically as soon as the form is completed.

We're ready and waiting to build your first form for FREE!

Let us put our money where our mouth is and show you what we can do.

Simply upload your first form and our Formitize Wizards will build it for you – for free!*

A simple, risk-free, no obligation proof of concept to get you off to a flying start.

*Subject to fair use, see T&C’s

Incredible pricing to transform your business

You’ve done the hard work and found us, now let’s start getting you paperless today – you’re going to love it!

Pay Monthly

No Lock in Contract
$ 29
99
Month per user
  • Smart Forms
  • CRM
  • Cloud Scheduler
  • Job Management
  • Safety First
  • Sales Pipeline
  • Document Management
  • Quoting & Invoicing
  • Automated Assistants
  • Mobile Payments

Just Forms 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.

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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.

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Safety First

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.

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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.

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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.

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Document Management

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.​

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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.

No need to jump in and out of other software apps and programs.
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Famous for Incredible Support

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.

Let's get Started Now

You’ve done the hard work and found us, now let’s start getting you paperless today – you’re going to love it!