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Formitize Case Study: Home Concrete Solutions

Website: https://www.homeconcretesolutions.com.au/

Home Concrete Solutions have served Melbourne since 2009. The qualified technicians of Home Concrete Solutions can transform the outdoor space of any property efficiently, quickly, and economically.

Paul Naismith from Home Concrete Solutions first found out about Formitize through an online search.

Paul mentioned that the main reason he came to Formitize in the first place was because of its easy-to-use scheduler with a clear month view. Paul was looking for a solution that had the following:

  • Accounting – Invoicing, Quotes, and Payments
  • CRM – Customer Management
  • Job Management
  • Job Scheduling
  • Leads and Sales Pipeline
  • Paperless Forms
  • Reporting.

Paul states, “Our previous process created challenges for our business, including inefficiencies, time delays, and was lacking staff management.”

Paul says, “Our Formitize account was easy to set up. Formitize is a great solution and provides a valuable contribution to how our business operates. Formitize Solution is also good value for money.”

Key Takeaways

  • Accounting – Invoicing, Quotes, and Payments
  • CRM – Customer Management
  • Job Management
  • Job Scheduling
  • Leads and Sales Pipeline
  • Paperless Forms
  • Reporting

Paul states, “We were using a different software solution before and had compared with many alternatives before choosing Formitize.”

Paul says, “We have utilised the training options offered by Formitize — including Virtual Screen Share Training. We have also used these Support Tools within Formitize: 30-Minute Walkthrough Tour, Demonstration Videos, Getting Started Guide, Support Ticket, and User Guide.”

Paul states, “Formitize Support and Customer Service is great — they respond to queries within a timely manner.”

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