Formitize Case Study: Barrington Coast Pest Management

24 June, 2024
Case Study 74

Barrington Coast Pest Management: https://bcpest.com.au/

Facebook: https://www.facebook.com/BarringtonCoastPest

 

Nestled in the picturesque setting of Pacific Palms, NSW, Barrington Coast Pest Management extends its top-notch services throughout the entire Barrington Coast Region.

 

Meet Luke Jenkinson, the dedicated Owner and Operator of Barrington Coast Pest Management. With 12 years of invaluable expertise as a fully qualified and licensed Pest Technician, Luke has honed his skills in the industry.

 

Being a local resident himself, Luke possesses an intimate understanding of the region's unique pest challenges. Over the past few years, he has collaborated closely with residents, safeguarding their properties and loved ones from pests effectively. Luke emphasises, “Our business is committed to maintaining the local ecosystem's well-being by implementing a responsible integrated pest management program. Eliminating pests from a home doesn't always demand excessive pesticide use; it can be achieved through environmentally conscious measures and innovative approaches. We eagerly anticipate partnering with you, our valued customers, not only to resolve your pest issues but also to focus on proactive prevention.”

 

 

Barrington Coast Pest Management Owner Luke Jenkinson first heard about Formitize through others in his industry who were also using Formitize.

 

Luke states, “The main reason I came to Formitize in the first place was because I needed a full CRM and document management system that had accounting software integration. At this point, I was beginning a business as a sole trader.”

 

Luke highlights the numerous challenges his business faced with their previous process, ranging from inefficiencies and time delays to lost paperwork, mistakes, and cumbersome manual data entry. The system proved to be unreliable on the field side and difficult for office staff to navigate. It was unnecessarily complicated, slow, and not compatible with some devices, leading to a frustrating experience overall.

 

In search of solutions to streamline their operations, Luke sought specific functionalities, including Accounting for tasks like Invoicing, Quotes, and Payments, a CRM for Customer Management, seamless on-site productivity, Job Management, Job Scheduling, Paperless Forms, and comprehensive Reporting.

 

Formitize emerged as the perfect answer to their needs and swiftly became an invaluable asset to the day-to-day functioning of the business. The ability to set up templates and have information automatically pre-filled was particularly impressive. Moreover, the flexibility to create and modify forms tailored for field use proved to be invaluable. The reliable and efficient nature of Formitize significantly contributed to the smooth functioning of the business.

 

Luke expresses satisfaction with the Formitize Solution, emphasising that they are still exploring its capabilities. He finds Formitize to be excellent value for money, with a straightforward setup process and user-friendly interface. The business is now utilising various Formitize solutions, including Accounting features like Invoicing, Quotes, and Payments, CRM for Customer Management, Document Management (Resources), Job Management, Job Scheduling, Paperless Forms, Reporting, and a Safety First module.

 

To adapt to the new system and utilise its features effectively, Luke and his team made use of various support tools offered by Formitize, such as the 30-Minute Walkthrough Tour, Demonstration Videos, guidance from the Client Success Manager through phone calls and emails, as well as the Getting Started Guide and User Guide. The Formitize Support and Customer Service teams earned high praise from Luke, who rated their assistance a perfect "10 out of 10."

 

Before settling on Formitize, Luke's business had tried a different software solution and compared Formitize with other options. They ultimately chose Formitize based on recommendations and discussions about its significant advancements over the years. Additionally, the completeness of the package and its seamless integration with Xero, a popular accounting software, convinced them that Formitize was the ideal choice for their business needs.

 

Luke’s Testimonial

 

Luke shares his experience with Formitize: “When I went looking for software packages to manage my new Business I didn't find anything that matched Formitize for completeness and comprehensive business management tools. Formitize has everything we need and more, all in one place, including the awesome integration with our accounting package. Although some tasks seemed a little daunting and confusing at first, once I started into them everything just fell into place. Thanks guys! Thanks for the level of support and amazeballs software design, nothing could compete.”

 

You too can implement a Formitize solution to help grow your business. Book a demo today! 

 

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