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Formitize Case Study: Barrington Coast Pest Management

Barrington Coast Pest Management: https://bcpest.com.au/

Based in the idyllic location of Pacific Palms NSW, Barrington Coast Pest Management offers their services in the Barrington Coast Region.

Luke Jenkinson, Owner and Operator of Barrington Coast Pest Management, is a fully qualified and licensed Pest Technician with 12 years experience in the industry.

As a local to the area, Luke understands the region’s specific pest issues and has been working with residents for the past few years to keep their properties and families safe and pest free. Luke says, “Our business strives to always operate in a way that preserves the local ecosystem by following a responsible integrated pest management program. The eradication of pests in a home doesn’t have to mean application of excessive pesticide, it can be achieved through environmental controls and clever engineering. We look forward to working with you, our customers, in not only eradicating your pest problems but also working towards prevention.”

Barrington Coast Pest Management Owner Luke Jenkinson first heard about Formitize through others in his industry who were also using Formitize.

Luke states, “The main reason I came to Formitize in the first place was because I needed a full CRM and document management system that had accounting software integration. At this point, I was beginning a business as a sole trader.”

Luke says, “My previous process created so many challenges for my business, including inefficiencies, time delays, paperwork getting lost, mistakes made, tedious, manual data entry, and lacking staff management.”

Luke states, “These challenges were frustrating. Our office staff had difficulties using the system and the field side was unreliable. Our previous process was overly simplified to the point of being unnecessarily complicated, painfully slow, and not compatible with some devices. Just terrible!”

Luke says, “I was looking for these solutions: Accounting – Invoicing, Quotes and Payments, CRM – Customer Management, Getting Things Done on Site, Job Management, Job Scheduling, Paperless Forms, and Reporting.”

Luke states, “Formitize has become a valuable asset to the day to day running of the business. Formitize is now our complete business solution. The ability to set up templates and have information pre-filled accurately is awesome! Being able to create or modify forms for field use is invaluable. Having a system that is reliable and efficient is essential to how my business operates.”

Luke says, “The Formitize Solution is good, and we are still exploring. Formitize is good value for money. Our Formitize account was very easy to set up and easy to use.”

Key Takeaways

  • Accounting – Invoicing, Quotes, and Payments
  • CRM – Customer Management
  • Document Management (Resources)
  • Job Management
  • Job Scheduling
  • Paperless Forms
  • Reporting
  • Safety First

Luke states, “I have used these Support Tools within Formitize: 30-Minute Walkthrough Tour, Demonstration Videos, Phone call / email to Client Success Manager, Getting Started Guide, and User Guide. The Formitize Support and Customer Service teams are always very helpful and very responsive. I give them a ‘10 out of 10.’”

Luke says, “We were using a different software solution before we came across Formitize. We also compared Formitize to other solutions however we chose Formitize over the other solutions that we looked at because of the recommendations and discussions about how far it has advanced in the last few years. Another factor that convinced us was the completeness of the package and the full integration with Xero.”

Luke’s Testimonial

Luke shares his experience with Formitize: “When I went looking for software packages to manage my new Business I didn’t find anything that matched Formitize for completeness and comprehensive business management tools. Formitize has everything we need and more, all in one place, including the awesome integration with our accounting package. Although some tasks seemed a little daunting and confusing at first, once I started into them everything just fell into place. Thanks guys! Thanks for the level of support and amazeballs software design, nothing could compete.”

You too can implement a Formitize solution to help grow your business. Book a demo today!

Formitize – making paperwork paperless.

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