We are excited to announce the release of our new Signature function on Quotes and Invoices. How It Works The new Signature feature will appear under the existing Item and Summary area. Once the customer or staff member … Read More
Author Archives: News Team
What Formitize Users Can Do Using Paperless Technology
Now that you’ve started on your pathway to paperless technology, you should get to know your new App and how it can benefit you and your business. At Formitize, we focus on serving you, our customer, to the best of our ability. … Read More
Tags: Mobile Forms, Paperless
How Formitize Changes the Way You Do Business
As a business owner, your main concern is serving your customers to the best of your ability. To do this, you need to adapt to the many technological changes that your business requires. Going paperless is one great way to please your … Read More
Tags: Mobile Forms, Paperless, Paperless Forms, Smart Forms
Feature Update – Job Sales Fields
Formitize unveils a new feature this month – the Job Sales Fields. Tracking Job Value, Salesperson & Sales Source Three new fields have been added to the New Job page related to Sales: 1. Job Value The Job … Read More
Tags: Paperless
Formitize Case Study: Cameron Fortress Pool Inspections
“I have been in my current business for 4 years struggling with paperwork, saving photos, saving videos spending long hours at night to convert all of these things into a report for my clients. Then I found Formitize. This system … Read More
Tags: Case Study, Paperless
How to Maximise Your Free Trial at Formitize
If you’re a newbie to this fast-paced world of paperless technology, you’re probably wondering how you can use mobile forms to your business’ advantage. With this in mind, you have a wonderful opportunity at your disposal. Do you want to know how you can … Read More
Tags: Mobile Forms, Paperless, Paperless Forms
Say Goodbye to Paperwork Forever, It’s Time to Move to Paperless Forms
In this day and age of modern technology, everyone is trying to catch up with the latest trends. Business owners are scrambling to adapt to the newest tech advancements. Your business deserves the best in paperless technology. This is where Formitize mobile forms can … Read More
Tags: Mobile Forms, Paperless
How to Use Formitize Scheduler for Your Business
As a business owner, you’ve got your hands full with work that needs to be done. You’ve got customers to serve and a team to manage. If you’re looking for a way to manage your mobile workforce more efficiently and … Read More
Tags: Mobile Forms, Paperless
Xero Integrates Beautifully with Formitize
Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure. Formitize Integration with Xero Formitize has a very powerful two-way integration with Xero enabling Formitize business management software to interact … Read More
Solution Focus – CRM
The Formitize CRM is a fully integrated, cloud based Customer Relationship Management System. It is basically your customer database designed to store your customer and supplier contact information and to record all communications, transactions, job details, sales leads, quoted invoices … Read More
Pest Control App – Now Australia’s Largest!
Formitize has been ranked #1 Most Popular Solution by the Pest Control Industry’s Professional Pest Manager Magazine Of all the multi-purpose software options available, Formitize ranked a clear Number 1 used by nearly 30% more than any other software provider … Read More
New Feature – Mobile Diary
We are excited to announce the release of the New App Diary, making many of the Management Portal Scheduler features available in the App. Mobile Diary Features Features of the Mobile Diary include creating and re-scheduling job bookings, … Read More
Formitize Wins Australia’s Largest Franchise
Jim’s Group started as a part-time gardening business while Jim Penman completed his PhD in history. It went full time in 1982 and was franchised in 1989. Currently, as Australia’s largest franchise, it now has nearly four thousand franchisees across … Read More
Formitize Already in Top 20 for Field Service Globally
Following the recent release of the integrated CRM, Formitize has already reached the Top 20 Most Popular Field Services Management Solutions in the world according to the recent study by Capterra, the global software comparison source. By integrating the new … Read More
FAQ’s – User Groups
The Formitize system allows you to create and manage users into different groups, for example your Sales Team, Admin Team and Management Team. Creating and Assigning User Groups You can create different User Groups and then assign individual Users … Read More
Three Amazing Things Formitize Can Do for You
Your business is your top priority. You’ve got clients to serve, field agents to manage, and jobs to assign and monitor. So how do you effectively manage your business? Simple. Go paperless. Choose Formitize, and get access to the amazing features … Read More
Tags: Paperless
Formitize Tip: How to Customize Your Formitize App
Using Formitize is a breeze if you know how to maximize our paperless app for your business. Our main goal is to help you grow your business, improve productivity, and increase efficiency across all areas of your organization. We will … Read More
Tags: Mobile Forms, Paperless
Seven Nifty Things You Can Do with Formitize’s Advanced Drawing Feature
Managing your business doesn’t have to be a chore. You should wake up each morning excited to discover new ways to improve your products and services and make your customers happy. Having the right tools at your disposal can make … Read More
Tags: Paperless, Smart Forms
Three Ways to Make Your Staff Trainings Fun and Interesting
Running your business requires three crucial things: satisfied customers, happy workers, as well as products and services that your clients love. So how do you keep your customers satisfied? You need to continuously develop and upgrade your products and services … Read More
Tags: Mobile Forms, Paperless, Paperless Forms
How to Deliver Excellent Customer Service Using CRM
Gaining customers and keeping them happy and satisfied is every business owner’s dream. Happy clients provide a constant stream of income flowing into your business (plus new clients through word of mouth). So what’s the secret to having happy clients? … Read More
Tags: Paperless, Paperless Forms