Formitize Case Study: CFMS Pty

CFMS Pty. Ltd offers full service cleaning and maintenance solutions across a range of fields in Sydney, from commercial to medical, post construction to commercial windows, extreme hoarder to property maintenance. 

Director Des Derhamfirst found Formitize via Facebook while he was looking for software to assist in his CRM and job scheduling. He was in search of a solution that offers Customer Management, Job Management, Job Scheduling, and Paperless Forms. He needed help with the challenges created by his previous business process, including tedious, manual data entry.

Des says, “Formitize has become a valuable asset to the day to day running of our Business. Formitize provides a valuable contribution to how our business operates, which is now more streamlined and efficient. The Formitize Solution is great – it has allowed us to make real improvements to our business.”

Des states, “Formitize is easy to set up. We are currently using CRM - Customer Management, Document Management (Resources), Job Management, Job Scheduling and Paperless Forms.”

When asked to describe Formitize in three words, Des says, “Value For Money.”

Des has been using these Support Tools within Formitize: 30 Minute Walkthrough Tour, Demonstration Videos, and User Guide.

Before he discovered Formitize, Des was previously using Microsoft Excel and Microsoft Word.

Des Derhamfirst’s Testimonial

Des is greatly satisfied with his Formitize experience. “The easy setup of Formitize is a great feature and the platform integrates well with Xero. It has made scheduling and managing our jobs so much easier. The forms are easy to use and a basic form can be created with a minimum of fuss.”

You too can experience what Des and others like him are enjoying! Book your free demo today! Formitize – making paperwork paperless.