Smart Business Hub

7 Formitize Hacks to Kickstart 2023.

At Formitize, we are looking back on a successful 2022 where we welcomed many new users and were able to launch powerful new updates to simplify business processes.

Formitize tip: Streamline and Simplify Your Invoicing

Invoicing is an integral part of any business — whether it’s Pest Control or Building Inspection, Landscaping or Pool Inspection.

Formitize Tip: How to Set up Automated Future Reminders

Have you ever been late for a task or job because you forgot to schedule it in your calendar? Formitize ensures you will never forget an important task or job…

Formitize Tip: How to Create Quotes Using the Formitize App

Quotes are obviously an integral part of any business – particularly the trades – as it gives your customers an estimate of how much your service will be.

Formitize Tip: How to Use the Cloud Scheduler

Scheduling and managing jobs has never been easier! Our system is fully integrated with all of your Forms, Safety, and CRM.