Formitize Case Study: Coastal Pest Control Illawarra

25 June, 2024
Case Study 77

Coastal Pest Control Illawarra: https://www.cpcillawarra.com.au/

 

Coastal Pest Control Illawarra provides a complete range ohttps://www.cpcillawarra.com.au/f pest control solutions, encompassing Termite Inspections and Treatments, Pre-construction services, Bird Management, Commercial and Residential pest control, addressing Common Pests, and handling Rodents.

 

Employing cutting-edge techniques and state-of-the-art treatments, Coastal Pest Control Illawarra ensures a safe and efficient approach to help clients avert and eradicate unwelcome pest infestations. Their team of licensed and fully insured technicians excels in customizing their services to precisely align with the unique requirements of their clients.

 



Mark Chalker, the owner of Coastal Pest Control Illawarra, discovered Formitize through recommendations from others in his industry who were already benefiting from the paperless business solution.

 

He explains, "The primary reason I chose Formitize was because it came highly recommended by many others in the pest industry, and it has proven to be an excellent system for pest control."

 

Mark identified several challenges in his previous business process, such as inefficiencies, time delays, the risk of paperwork getting lost, and the burden of tedious manual data entry.

 

He sought specific solutions for his business, which included streamlining accounting tasks like invoicing, quotes, and payments, implementing effective customer relationship management (CRM), optimizing on-site productivity and job management, as well as incorporating paperless forms and reporting capabilities.

 

Since adopting Formitize, it has become an invaluable asset in the day-to-day operations of Coastal Pest Control Illawarra. Mark appreciates the system's ease of use, from handling bookings and scheduling to managing invoices. He also highlights the value it brings to the technicians in the field, as they can access important reporting tools directly on their tablets. According to Mark, Formitize offers great value for the investment.

 

Setting up his Formitize account was a straightforward process for Mark, and the solutions they now use include accounting features for invoicing, quotes, and payments, CRM for customer management, document management for resources, job management, job scheduling, paperless forms, and reporting.

 

To make the most of the Formitize platform, Mark and his team have utilized various support tools, including a 30-Minute Walkthrough Tour, Demonstration Videos, communication with a Client Success Manager through phone calls and emails, as well as Support Tickets for prompt assistance when needed.

 

Find out how Formitize can help you improve your business processes and boost your income. Start your Free Trial Today!

 

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