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Case Studies



Case Studies Contents:

Formitize Case Study: Xterminator Feral Solutions

Michael states, “Our previous process created a number of challenges for our business including Inefficiencies, Paperwork Getting Lost, Delayed Payments, and Tedious, manual data entry. I knew that I was heading for a cliff with these challenges, that’s why I signed up for Formitize.” … Read More

Formitize Case Study: Own For Sure

Own For Sure Owner Marko Salapura says, “I first heard about Formitize from others in my industry using Formitize. The main reason I came to Formitize in the first place was because it was easy to use and integrates well with other products.” … Read More

Formitize Case Study: First Choice Building Inspections

Terry states, “Formitize is good value for money. I am currently using the reporting and web forms modules. My Formitize account was easy to set up. I have used the Virtual Screen Share Training and the 30-Minute Walkthrough Tour to familiarize myself with the Formitize solution. Formitize Support and Customer Service is great.” … Read More

Formitize Case Study: Jardine Johnstone Pty Ltd

Jardine Johnstone Pty Ltd Owner Chris Johnstone first found out about Formitize while he was searching for “form generation apps” on Google. Jardine says, “The main reason I came to Formitize is I needed field forms for tree reporting. I was looking for these solutions: Paperless Forms and Reporting.” … Read More

Formitize Case Study: Select Property Services

Select Property Services service both residential and commercial clients across the state from metropolitan Adelaide to rural and regional areas. They offer competitive quotes and services that are not often matched by other property maintenance companies.
Jesse from Select Property Services first found out about Formitize while searching for CRM on Google. … Read More

Formitize Case Study: CHECK-MAIT Limited

Susannah says, “We trialed many solutions prior to making the switch to Formitize. We made the shift to Formitize because it has the CRM and Sales Pipeline, as well as the scheduling features. We liked the combination of Xero integration, CRM, Sales Pipeline, and Job Scheduling, plus Paperless Forms and Documents Resource.” … Read More

Formitize Case Study: Action’s Power Tool Repairs

Action’s Power Tool Repairs Owner Craig Corke first found out about Formitize while he was searching for solutions online. Craig says, “I came to Formitize because I was looking for the ability to make the form look like our existing manual job card. I was searching for solutions including Job Management, Job Scheduling, and Paperless Forms.” … Read More

Formitize Case Study: J&A Stevenson Earthmoving Repairs

Jenni says, “Our previous process created many challenges for our business, these included inefficiencies, paperwork getting lost, mistakes being made, tedious manual data entry, and lack of staff management.” … Read More

Formitize Case Study: Thompson Towing

David Thompson started Thompson Towing in the Waimakariri district of North Canterbury because there wasn’t a dedicated towing company in the area, which meant people had to wait (and pay!) for a truck to come from Christchurch. At the same time, David wanted to build a business that makes customer service a higher priority than cutting costs or taking shortcuts, where people are valued as more than just “suppliers” or “employees” and where safety is a core ethos that keeps customers, staff, and the public safe. … Read More

Formitize Case Study: Awesome Doors

As a family owned and operated business, Awesome Doors provide old fashioned service at fair prices. They take pride in all of their work, and every job receives the same care and attention to detail.

When they make an appointment with their customers, they stick to it! They will do everything within their power to make sure they turn up when their clients are expecting them. As a courtesy, they will also give an approximation of the cost of the work they will need to do before they begin. The company never charges for unnecessary work and all their parts are sourced from reputable companies. When clients call to do a job, Awesome Doors guarantee that all parts they use are only the best available quality. … Read More

Formitize Case Study: IPI Newcastle Pty Ltd

Independent Property Inspectors introduced the new “Price Match Guarantee” to their clients because they know if their customers are shopping for an inspector on price alone, the chances they would get the best property inspection and report is dramatically reduced. What this means is their clients could end up with an inspector who is unqualified, inexperienced, or uninsured, and any of these can put their financial future at risk. … Read More

Formitize Case Study: Nafali Pest Control

Nathan states, “Formitize has become a valuable asset to the day to day running of our Business. Formitize provides a valuable contribution to how our business operates. The Formitize Solution is great – it has made many improvements to our business and is amazing value for money. We are currently using Formitize Paperless Forms.” … Read More

Formitize Case Study: South Coast Pest Solutions

Steve Jordan, from South Coast Pest Solutions first found out about Formitize while he was doing a Google Search using the keyword “invoicing”. They were dealing with the challenges of inefficiencies created by their previous business process. They came to Formitize looking for solutions such as Accounting – Invoicing, Quotes, and Payments. … Read More

Formitize Case Study: Primal Group Management

Primal Group Management Owner- Dallas Twentyman, said they first heard about Formitize through others in their industry who were using the business solution. … Read More

Formitize Case Study: OZI Building and Pest Control

OZI Building & Pest Control offer licensed & protected pest removal services through eco-friendly technologies. The OZI building and pest control group is based on a team of experts and a quality assurance program that guarantees their insect control service meets high-quality expectations and standards. … Read More

Formitize Case Study: City Pest Control Services

Craig Vanderhook, from City Pest Control Services’ – who first found out about Formitize through a Google search – was looking for a solution to the challenges they faced in their business regarding their workflow and current process at that time. Some of the issues they faced included mistakes being made. … Read More

Formitize Case Study: Greg Hall Pest Control

Greg Hall Pest Control Owner, Greg Hall, set out in search of new software to help him deal with the challenges of time delays and mistakes, and to improve his staff management. After contacting Formitize after hearing of them through the pest control grapevine, Formitize provided just the solutions he was looking for – and more. … Read More

Formitize Case Study: Coast to Coast Pest Services

Coast to Coast Pest Services Owner and Managing Director, Geoff Hawes, first heard about Formitize through others in their industry who were using it. Upon realising it could be a good opportunity to improve efficiency on-site, he got in touch. … Read More

Formitize Case Study: DB2 Pest Control and Building Inspection Services

Director of DB2 Pest Control and Building Inspection Services, David Bergen, wanted to build on and improve their systems and workflow, so turned to Formitize after hearing about them from others in the pest control industry. … Read More

Formitize Case Study: MT Plumbing

MT Plumbing is a 100% Australian owned and operated business. Established and trusted for over 60 years, they’re the premier choice for residential and commercial maintenance and remedial and construction work in northern and inner Sydney. … Read More