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Formitize Case Study: Origin Pest Management

Origin Pest Management: https://originpestmanagement.com.au/

Origin Pest Management is a family owned and operated business located in Brisbane, Queensland. They are a fully licensed and insured company specialising in general pest and termite treatments. The team prides itself on professional customer service, a full service warranty and a friendly smile.

Jason Anderson of Origin Pest Management first heard about Formitize from Heath Trainor, who referred him.

Jason says, “The main reason I came to Formitize in the first place is because I liked the fact that it’s a one stop shop – I can book, invoice, and fill out relevant documents.”

Jason states, “My previous process created challenges in my business, including inefficiencies and tedious, manual data entry. I just found I had to use two or three programs to get the same result as I currently do with Formitize.”

Jason was looking for:

● Accounting – Invoicing, Quotes, and Payments
● CRM – Customer Management
● Getting things done on site
● Job Management
● Job Scheduling
Paperless Forms
● Reporting

Jason says, “Formitize has become a valuable asset to the day to day running of my business. Formitize provides a valuable contribution to how my business operates. I like the fact that I can book a job, create an invoice, and fill out the relevant documents as required as part of my pest business.”

Jason states, “The Formitize solution is good. I can see its potential. Plus, my Formitize account was so easy to set up.”

Jason is currently using these Formitize Modules:

● Accounting – Invoicing, Quotes, and Payments
● CRM – Customer Management
● Document Management (Resources)
● Job Scheduling
Paperless Forms
● Reporting
● Web Forms

Jason’s Testimonial

When asked to describe Formitize in three words, Jason says, Formitize is a “simple easy process.”

Jason has used these Support Tools within Formitize: 30-Minute Walkthrough Tour, Demonstration Videos, and Phone call / email to Client Success Manager.

Jason says, “I was using a different software solution called ServiceM8 before I came across Formitize. I made the shift to Formitize because my previous software didn’t have the cache that Formitize does.”

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