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One platform jam packed full of features

Everything you need and all in one place. No more jumping from software to software.

Included Features

Below is a list of features and modules included with Formitize

Tasks

Tasks

  • Live Link to CRM
  • Live Link to Job
  • Live Link to Accounts
  • Task Types
  • Task Source Tracking
  • Auto Task Creation
  • Integrated Checklists
  • Add Attachments
  • Bulk Action
  • Task Dashboard

Explore Tasks
QuoteAccept

QuoteAccept

  • Online Quotes
  • Instant Accept
  • Mobile Friendly
  • Instant Alert
  • QR on Quote
  • Convert to Invoice
  • Email Link
  • SMS Link
  • QR Link
  • Everything Updated

 

Coming Soon

Explore QuoteAccept
PayNow

PayNow

  • Online Payments
  • Apple Pay
  • Google Pay
  • Credit Cards
  • QR on Invoice
  • Instant Receipt
  • Email Link
  • SMS Link
  • QR Link
  • Everything Updated

 

Coming Soon

Explore PayNow
Zapier logo for Formitize

Zapier Integration

  • Bridging software
  • Connect Formitize with:
  • Google Sheets
  • Google Calendar
  • Google Drive
  • Slack
  • Wave 
  • Microsoft Excel
  • Calendly
  • And thousands more!

Mailchimp Logo for Formitize

Mailchimp Integration

  • Powerful bulk emailing 
  • Full integration with CRM
  • Automatic updates
  • Automatic edits
  • The perfect tool for:
  • Newsletters
  • Announcements
  • Pricing Changes
  • Season Promotions
  • New Products & Services

Stripe Logo for Formitize

Stripe Integration

  • Card payment gateway
  • Web Payments
  • In-App Payments
  • Client Portal payments
  • Integrate with invoices
  • Integrate with Xero
  • Secure processing
  • Low transparent fees
  • See Stripe.com for full details.

Quickbooks

Quickbooks Integration

  • Full 2-way integration
  • CRM Balance Check
  • Customers
  • Suppliers
  • Chart of Accounts
  • Invoices
  • Purchases
  • Payments
  • Tax Rates
  • Payment Terms

xero app logo for formitize site

Xero Integration

  • Full 2-way integration
  • CRM Balance Check
  • Customers
  • Suppliers
  • Chart of Accounts
  • Invoices
  • Purchases
  • Payments
  • Tax Rates
  • Payment Terms

Explore Xero Integration
Scheduler Calendar

Scheduler

  • Day, Week, Month
  • Single & Recurring
  • Drag & Drop to create
  • Calendar & Map View
  • Job Route Order
  • Team User Grouping
  • People & Assets
  • Custom Colours
  • Custom Day Settings
  • Smart Routing option

Explore the Scheduler
Smart Assist CRM Icon

Smart Assist

  • Appointment Reminders
  • Auto Job Status Updates
  • Auto Invoice Creation
  • Auto Lead Follow Up
  • Auto Quote Follow Up
  • Auto Invoice Chasing
  • Document Expiry Alerts
  • Auto Monthly Reporting
  • Auto Form Actions
  • Auto Task Actions

Explore Smart Assist
CRM

CRM

  • Customer Contacts
  • Multiple Locations
  • Call, SMS and Email
  • Job Management
  • Form Management
  • Sales Pipeline
  • Document Management
  • Quoting & Invoicing
  • Task Management
  • Client Timeline History

Explore the CRM
Reporting

Reports

  • Contact Reporting
  • Task Reporting
  • Form Reporting
  • Schedule Auto Reporting
  • Income & Expenditure
  • Asset Reporting
  • Sales Pipeline Reporting
  • Job Reporting
  • Email Send Reporting
  • Reminder Reporting

Reports
Pipeline

Sales Pipeline

  • Multiple Pipelines
  • Custom Stages
  • Auto Follow Up
  • Expected Value
  • Pipeline Value
  • Click to Quote
  • Click to Invoice
  • Click to Job
  • Trigger from Webform
  • Pipeline Dashboard

Explore Sales Pipeline
Users

Users

  • User Profiles
  • User Permissions
  • User Groups
  • User Qualifications
  • User Training Records
  • User Documents
  • User Notes
  • User App Alerts
  • User Job Tracking
  • User Reporting

Explore Users
Documents

Documents

  • Custom Folders
  • Desktop & App Access
  • User Permissions
  • Auto Expiry Alerts
  • Swipe to Email
  • Swipe to Print
  • History Tracking
  • Status Dashboard
  • Integrate to CRM & Jobs
  • Integrate to Accounts

Explore Documents
SafetyA

Safety

  • Safety Forms
  • Safety First Jobs
  • Safety Documents
  • Safety Register
  • Safety Workflows
  • Safety Reporting
  • Automated Alerts
  • FormBank Templates
  • Automated Status Updates
  • Safety Form Dashboard

Explore Safety
Accounts

Accounts

  • Desktop & App
  • Quoting / Estimates
  • Auto Quote Followup
  • Invoicing
  • Auto Invoice Chasing
  • Purchases & Expenses
  • Card Payment Gateway
  • Link to CRM & Jobs
  • Xero & Quickbooks
  • Automated Receipts

Explore Accounts
Forms

Smart Forms

  • FormBank Templates
  • Drag & Drop Builder
  • Job, Kiosk, Safety formats
  • Automated Actions
  • Saved Form Status
  • Link to CRM, Jobs & Assets
  • Desktop and App view
  • Webform & iFrame options
  • Securely stored
  • API & Integrations

Explore Smart Forms
Jobs

Jobs

  • Cloud Scheduler
  • One-off & Recurring
  • Automated Reminders
  • Job Routing & Tracking
  • Safety First
  • Integrated Quote & Invoice
  • Customised Job Forms
  • Integrated Webforms
  • Real-time Status Updates
  • Link to CRM & Assets

Explore Jobs
Paid, Smart Add-Ons

Below are some awesome additional features you can purchase that, when added to your business, can be a really valuable game-changer.

Assets

Assets

Complete Asset Management platform that integrates seamlessly to CRM, Client Locations, Jobs and Forms creating a powerful and incredibly flexible Asset solution with Change Log and QR integration

Explore Assets
Proposals

Webforms

Create Webforms with our Drag and Drop builder with so many applications. Full page view for client completion, iFrame view to plug in to websites, Email Link for Agreements and Surveys. Integrated with CRM & Jobs and supported with a full suite of Auto Actions.

Explore Webforms
Workflows

Workflows

Manage any multi-stage compliance process with Workflows. Perfect for Non-Compliance Management, Incident or Near Miss Reporting.

Explore Workflows
Optimized Routing

Smart Routing

Change your life and get time back with powerful Smart Routing route optimization. One click to automatically re-order your jobs for the day to save travel time and fuel costs. So smart, so simple to use and integrated beautifully into the Job Scheduler. You’ll wonder how you lived without it

Explore Smart Routing
Client Portal Icon

Client Portal

Permission-based Client Portal for end-user access enabling your customers to Accept Quotes, Pay Invoices, Review Form Reports, Request Jobs and more. Give your clients the information they need and improve the customer experience.

 

Coming Soon

Explore Client Portal
power bi logo for Formitize

Power Bi Integration

  • Unified, scalable platform
  • Connect Submitted Forms
  • Collate and table data
  • Visualise data
  • Create Charts
  • Add Data Connectors
  • Share & Collaborate
  • Custom Dashboards
  • Integrate with
  • Microsoft Suite

Security Plus Icon

Security Plus

  • Additional Security
  • Elements including:
  • 2 Factor Authentication
  • Forced Password Reset
  • Password Complexity
  • Login Tracking
  • URL Monitoring
  • Browser Monitoring
  • Microsoft SSO

Give your business the edge