Formitize Case Study: IPI Newcastle Pty Ltd

Independent Property Inspectors (IPI) offer a range of property inspection services and pride themselves on quality, affordable services and reports that are delivered to meet the highest industry standards with the fastest turnaround times in the business.

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.

All Independent Property Inspectors know this is not just any house, this is their customer’s house. They will inspect the house with all of their combined skill and expertise as if the company were buying it. Because they believe their clients deserve the very best. Independent Property Inspectors Guarantee to match the price of any competitor inspector who delivers a report in accord with the minimum requirements as set out in the Australian Standards AS 4349.1 & AS 4349.3.

Paul – who owns IPI Newcastle Pty Ltd – first found out about Formitize while he was searching for CRM Software online. His previous process created challenges such as inefficiencies in his business.

Paul says, “The main reason I came to Formitize was to look for solutions, including Job Management and Job Scheduling. I’m glad I made the right decision. My Formitize account was easy to set up. Formitize is an excellent solution and good value for money.”

Key Takeaways:

  • Paperless Forms
  • Job Management
  • Job Scheduling
  • Accounting – Invoicing, Quotes, and Payments

Paul states, “I have used these Support Tools within Formitize: Phone call/email to Client, Success Manager, Getting Started Guide, Support Ticket, User Guide, and User Guide Question. I like the Formitize Support and Customer Service teams – they are always very helpful and responsive.”

Paul says, “I compared Formitize to various other solutions before I made the decision to use Formitize. I chose Formitize over the other solutions because of its competitive pricing plan and some features – like saving a PDF to a client’s file – which most apps cannot do.”

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Formitize – making paperwork paperless.

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