(and some pretty big ones too!)
Whatever your industry or business size, if paperwork or old processes are holding your business back,
relax ……..you’ve found us!
Now you can design your business forms, workflows and solutions exactly as your business need them.
More than twenty smart tools available in the drag and drop form builder to replace your paper forms forever
Capture onscreen signatures, automated time and date stamp and GPS location to provide incredible compliance, visibility and accuracy (and save a whole lot of time too)
Integrated Voice to Text will change your life. Simply click and speak and watch your longer sentences and descriptions convert to text, so fast and so easy to use .
Scan QR and Barcodes using the integrated scanner and auto-populate form fields instantly using Database Lookups. Almost endless possibilities linking your forms to database records
A picture tells a thousands words. Embed photos into your forms from the device camera or library. Integrated drawing tool enables draw on photos, plans, mudmaps and more.
Avoid calculation errors forever with automated calculations and Required Fields prevent the form being submitted until all mandatory fields have been answered.
Trigger automated actions and workflows based on form submission or answers given to specific questions. Powerful, business transforming automation that is so easy to use.
Create your own webforms to either embed in your website or to send to your clients.
When emailing webforms, you can either send blank forms or pre-populate the form first before sending. Your clients can open and complete the form on their computer, tablet or mobile phone and sign on screen.
The perfect tool for Pre-Inspection Agreements, Contracts, Variations, Applications, Employee Details, New Customer Setup, General Agreements and so much more!
CRM – Manage all of your customer and supplier contacts, jobs, communications, tasks, documents and accounts all in one simple to use solution
Cloud Scheduler & Job Management
Scheduling & managing jobs has never been easier and all fully integrated with your Forms, Safety and CRM
It's never been easier to create and assign jobs using the powerful Cloud Scheduler. Simply drag and drop to assign or move a Job either from the Desktop Management Portal or in the App and instant notifications will be triggered.
Automated Job Updates can be sent to your team or to your customers as the Job moves through it's different stages. Updates can be sent by SMS, Email, Letter or Notification keeping everybody up to date, all the time.
Set up single one-off jobs or create recurring profiles for repeating jobs and let the smart scheduler do the rest. Create Job Type templates to save even more time and improve the efficiency of your job management.
Maximise your future business using powerful Automated Reminders. Different reminders can be sent at different times by SMS, Email or Letter and can be triggered before or after each job has been completed.
So many smart features to save time, improve visibility and maximise efficiency.
Nothing is more important than the safety of you and your team.
We all know how difficult it is to stay on top of safety paperwork and processes. The fully integrated Safety First solution will change your world.
Create customised Safety First forms for each different type of job or service you do. You have the option of forcing the user to complete the Safety First forms before they can access the Job Forms so the office can view before job commences.
Many safety documents such as Material Safety Data Sheets and Licences have an expiry date and it’s important to use current valid documents. Formitize Safety first manages the expiry for you and sends reminders as expiry dates approach.
Safety First forms are completely customisable so they can range from quick, simple safety equipment checklists right through to comprehensive Safe Work Method Statements, Risk Assessments, Site Audit Inspections and so much more.
Full Compliance Registers are available to track processes such as Incident Reporting, Near-Miss Management, Non-Conformance and any process that has multiple steps and workflows. Full audit trail, and logs maintained automatically
Create Quotes, Convert to Invoice, Take Instant Card Payment and integrate with your Accounting Software
By automatically syncing between Formitize Accounts and your accounting software, everything is kept up to date all the time - Clients, Invoices, Line Items , Tax Rates and more.
Convert Lead to Quote, Quote to Invoice and Take Payment with just a few clicks. Record expenses and keep everything updated instantly.
Take instant card payments on your invoices and automatically send a Paid Invoice receipt. It has never been easier or faster to get paid.
It’s like having a whole new team working for you
Professionally and automatically advising your customers on the status of jobs, sending reminders for future appointments, following up on quotes & estimates, chasing outstanding invoices and more.
Scheduling Assistant will send Automated Reminders to your clients by letter, email and SMS to ensure future appointments are never missed and then follow up on completed jobs with automated communications such as Confirmations, Surveys and Referrals.
Accounts Assistant will follow up on your Quotes and Estimates for you at exactly the right time with the right message by email and SMS to ensure nothing is missed and will then chase Outstanding Invoices for you at designated times and with customised wording to suit you.
The Sales Assistant will help you engage with every new lead or enquiry. Customise your Sales Pipeline and trigger automated follow up messages by Email, SMS and letter to help you convert more business automatically!
The Customer Service Assistant will keep both you and your customers up to date with Automated Job Status Updates. Notifications, SMS, Emails and Reminders can be triggered as each job reached different stages and all beautifully automated.
Scheduling Assistant will send Automated Reminders to your clients by letter, email and SMS to ensure future appointments are never missed and then follow up on completed jobs with automated communications such as Confirmations, Surveys and Referrals.
Accounts Assistant will follow up on your Quotes and Estimates for you at exactly the right time with the right message by email and SMS to ensure nothing is missed and will then chase Outstanding Invoices for you at designated times and with customised wording to suit you.
The Sales Assistant will help you engage with every new lead or enquiry. Customise your Sales Pipeline and trigger automated follow up messages by Email, SMS and letter to help you convert more business automatically!
The Customer Service Assistant will keep both you and your customers up to date with Automated Job Status Updates. Notifications, SMS, Emails and Reminders can be triggered as each job reached different stages and all beautifully automated.
No more bulky folders, no more outdated documents and instant access to all of your documents all of the time.
Create your own folders and upload documents for instant reference. The perfect tool for Operating Manuals, Safety Material, Brochures and Marketing Collateral, Licences, Registrations and so much more.
Full access control, document management and automated expiry notifications.
Now you have access to all of your documentation wherever you are. Create your own folders and instantly access, email or print right from your mobile device.
Many documents have an expiry date and it is important that only valid versions are used. You will receive automated notifications to advise you when expiry dates are approaching.
Let us help you get started by building your first form for free, all part of the no obligation Free Trial.
Sure, you can build your own forms using the drag and drop Form Builder, but we would love to help you get up and running quickly so let us build your first form for you - for free!
You will have your own dedicated Client Success Manager to take you through our solutions, answer any questions and partner with you on your journey with us.
Upload your form today and be using it within 24 hours, we can’t wait to help!!
Your dedicated Client Success Manager will be there with you throughout your journey.
We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.