Formitize Case Study: Cutting Hedge

Janine Parnell of Cutting Hedge first heard about Formitize while searching for Xero Add Ons.

Janine says, “The main reason I came to Formitize in the first place was to remove the need for paper job sheets in our business. I was looking for Accounting – Invoicing, Quotes and Payments, Getting Things Done on Site, and Paperless Forms.”

Janine states, “Our previous process created challenges for our business, including Inefficiencies, Time delays, Paperwork Getting Lost, and Delayed Payments. I felt our old system was outdated and our clients did not want to keep track of paper dockets. The crew would occasionally forget to hand in their completed job sheets or leave them in their Utes for weeks. The customers were sometimes waiting up to 2 weeks to receive an invoice for work completed.”

Janine says, “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. Thanks to Formitize, I can invoice customers the same day as a service, which has sped up the collections process. We also look more professional by going digital for reporting work completed to customers.”

Janine states, “The Formitize Solution is great. It has made real improvements to our business. Formitize is good value for money. We are currently using these Formitize Modules: CRM – Customer Management and Paperless Forms. I would like to explore the next step of raising invoices directly from the completed forms and integrating with our accounting system (Xero).

Janine says, “Our Formitize account was very easy to set up. It’s a good solution that is extremely easy to use.”

Janine states, “We have used these Support Tools within Formitize: Phone call / email to Client Success Manager. Formitize Support and Customer Service teams are always very helpful and responsive. I give them a ’10 out of 10.’”

Janine says, “We compared Formitize with many other solutions before we made the decision to use Formitize. We chose Formitize because it fulfilled all our requirements and William was very helpful in walking us through it.”

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Formitize – making paperwork paperless.

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