Jobs can now be dispatched with invoices automatically created and attached. Attaching an Invoice when creating a Job You can now attach an invoice when creating a job that will automatically be linked to the job. The new Invoice field … Read More
Author Archives: News Team
June 2017 Release – New Powerful Functionality for the Formitize App
May has been a big month for our Solution Development Team with some awesome new features added to power up the App functionality. Having recently added the Mobile CRM and new Job Management features to the App, we are enhancing … Read More
Tags: Paperless Forms
Formitize Clients’ Frequently Asked Questions in May 2017
Meeting our clients’ needs is our top priority. This month, here are some frequently asked questions from our customers and we’re sharing them with all of you. How do I get a PDF copy of my form? Once you … Read More
Tags: Paperless
How Formitize’s “Safety First” Mobile Solution Can Promote Safety in Your Construction Business
Picture this. Your construction worker comes in and operates a forklift. The problem is he does this without going through your company’s safety checklist. Imagine the chaos that would ensue, should he cause an accident while using the forklift. Now, … Read More
Tags: Mobile Forms, Safety First
Speed Up Your Business Workflows with Formitize OCR
So you’ve made the wise decision to increase your company’s productivity by going paperless. The next step is choosing the right paperless app to suit your business needs. It helps to list down your needs and do some research to match your requirements … Read More
Tags: Mobile Forms, Paperless, Paperless Forms, Smart Forms
How Accounts Payable Automation Can Transform Your Business Operations
As a business owner, you know how difficult it is to manage your company’s finances, especially when it comes to invoicing and payments. Every day, new data comes in; and you’re inundated with endless paperwork. Right now, you’re probably wondering … Read More
Tags: Mobile Forms, Paperless
Xero in on Your Business Needs with Formitize
Are you sick and tired of paperwork? If you’ve been stuck taking care of paperwork in the past, you’re probably aware of the awful headaches that come with managing mountains of paper files. All that data-entry and redundant processes can’t … Read More
How Formitize GPS Routing Can Rev up Your Business
Michael needs to visit customers in the field every single day. Some days, his job is easy; others, it’s not. He definitely looks forward to interacting with customers every day. What he doesn’t enjoy is the difficulties that sometimes arise … Read More
Maximize the Contacts Feature in Formitize CRM for Excellent Customer Service
As a business owner, your No. 1 priority is your customers and meeting their needs and desires. Each customer is as precious as the last one; so you don’t want to drive them away with low quality products or poor … Read More
Save Time in Your Workday with Formitize Instant Reporting
We’ve all been there. We need to collate the data that we have collected and generate a report that we must send to our client as soon as possible. Unfortunately, it’s not as easy as it sounds. We need to … Read More
Tags: Paperless
Cloud Scheduler Helps You Manage Your Mobile Workforce and Assets
Keeping track of your mobile workforce’s progress can be a nightmare, especially if you’re still relying on paperwork to get this done. It’s impossible to know what everyone is doing at any given time, particularly if the responsible party or the … Read More
Tags: Mobile Workforce
Formitize Time Tracker Lets You Keep Tabs on Your Mobile Workforce
In this day and age of mobile revolution, most businesses have come to rely on their mobile workforce using smartphones and tablets to perform their daily duties. Every day, they dispatch workers in the field to attend to their customers’ needs. So … Read More
Tags: Mobile Forms, Mobile Workforce, Paperless
Formitize Launches Specialist OCR Digital Division – Taking Paperless to a Whole New Level
Are You Ready to Eliminate Data Entry in Your Business? Formitize as global leaders in paperless mobile form and data collection solutions are delighted to announce the launch of a new dedicated Digital Division focussed directly on OCR Capture, Paper … Read More
Tags: Paperless
Revolutionize Your Mobile Forms with Formitize Form Builder
Did you know that there are many ways that you can customize your mobile forms using the Formitize Form Builder? It’s true! Formitize lets you create new digital forms or convert existing ones into paperless forms. Building a new form is quick and easy using … Read More
Delight Your Customers with Formitize CRM
It is every business owners’ dream to delight their customers for many reasons – to satisfy their wants and needs, to encourage them to share their wonderful experiences with your company to other potential customers, and to keep them coming … Read More
Tags: Mobile Workforce, Paperless
Seven Nifty Apps for Your Mobile Workforce to Use in the Field
Your mobile workforce know firsthand how difficult it is to collect, store and share data using paperwork in the field. It takes a lot of time, money and effort to keep everything updated. But, what if I told you that there’s an … Read More
Tags: Mobile Forms, Mobile Workforce, Paperless
How Mobile Forms Ensure Fast and Accurate Safety Inspections
Everybody knows that conducting regular safety inspections is an integral part of any business – from constructions sites to freight containers, warehouses and offices. So how do you ensure that your safety inspections are done properly to deliver the best … Read More
Tags: Mobile Forms, Paperless, Paperless Forms, Smart Forms
Going Paperless Can Save Lives (For Real!)
When construction worker Jordan came to work that day, not even in his wildest dreams did he think that he would plummet to the ground from the 3rd floor, break both his legs and end up in the hospital with … Read More
How Working from Home (and Going Paperless) Can Boost Your Business
According to new analysis published by the Trade Union Congress (TUC), there has been a 19% spike in the number of employees in the U.K. who claim they usually work from home in the past decade. The analysis reveals that 241,000 more … Read More
Five Easy Ways to Keep Your Mobile Workforce Productive (and Happy)
Imagine your typical day at the office. Your office staff is busy with paperwork. Your field agents are coming in and going out of the office to fulfill their duties. Everyone is doing their best to meet deadlines and quota. … Read More
Tags: Mobile Forms, Mobile Workforce, Paperless, Smart Forms