Formitize Case Study: Select Property Services

Select Property Services: www.selectprop.com.au

Select Property Services was established in 2019 and is a South Australian family-owned and operated property maintenance company.

Select Property Services ensure that anyone who is brought onto the SPS team holds the very same values as Jesse as they want to make sure that their clients receive both the highest level of customer service and quality of work as they would if Jesse himself was completing the work.

Select Property Services service both residential and commercial clients across the state from metropolitan Adelaide to rural and regional areas. They offer competitive quotes and services that are not often matched by other property maintenance companies.

Jesse from Select Property Services first found out about Formitize while searching for CRM on Google.

Jesse says, “The main reason I came to Formitize in the first place was to look for a way to reduce paper load. I was looking for CRM – Customer Management and Paperless Forms. I was very frustrated with the challenges my previous process created for my business, including Inefficiencies, Paperwork Getting Lost, and Tedious, Manual Data Entry.”

Jesse states, “The Formitize Solution is great. It has made real improvements to my business. Formitize is an amazing value for money.”

Key Takeaways

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

Jesse has used virtual screen share training, face to face training, getting started guide, support ticket, and user guide. These training services and guides are offered through Formitize in order to ensure that clients are getting full value out of their Formitize solution.

Jesse states, “I compared Formitize to other solutions I chose Formitize over the other software because I felt like it encompasses more features, which we love the idea of.”

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Formitize – making paperwork paperless.

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