Dragonfly Pool Safety Inspections, established in 2017, is a professional and independent business specialising in pool safety consultations and compliance inspections. They are authorised to issue Pool Safety Certificates (Form 23). Proprietor Donna Phillips is a registered pool safety inspector with a current licence through the Queensland Building & Construction Commission (QBCC). She takes great pride in owning and operating the business.

Discovering Formitize

Donna Phillips first encountered Formitize during a presentation at a SPASA PSI meeting. She was impressed by the professional appearance and detailed diagrams of the Inspection Reports generated by Formitize. This initial impression led the Dragonfly Pool Safety Inspections team to explore the platform further.

Modules Needed

Dragonfly Pool Safety Inspections identified several key modules that would benefit their operations:

• Accounting: Invoicing, Quotes, and Payments
• CRM: Customer Management
• Job Scheduling
• Paperless Forms
• Reporting

Challenges Before Formitize

Donna highlighted several challenges faced by the business before adopting Formitize. Firstly, there were many inefficiencies and mistakes due to manual data entry. Moreover, they had to sift through incomplete Job Summaries that only showed non-compliant issues, requiring manual input for compliant details. Furthermore, they had to deal with time-consuming processes that amounted to less professional reports.

Several spelling errors in the pre-text drop boxes also needed manual correction. Plus, automatic job reminder texts often failed or included incorrect names and details. Finally, they needed separate systems for invoicing, which seriously complicated workflow and added another unnecessarily manual step that impacted all business facts.

The Formitize Solution

Formitize has significantly improved Dragonfly Pool Safety Inspections' day-to-day operations. Donna initially had some difficulties navigating the system but found the video call support from Formitize staff very helpful.

The modules they are currently using include:

• Accounting: Invoicing, Quotes, and Payments
• Job Scheduling
• Paperless Forms
• Reporting

Donna describes Formitize in three words by referencing her favourite feature: “professional-looking reports.”

Training and Support

Dragonfly Pool Safety Inspections has utilised various Formitize training options, including Virtual Screen Share and Face-to-Face Training. They have also benefited from several support tools:

• 30-Minute Walkthrough Tour
• Demonstration Videos
• Getting Started Guide
• User Guide
• User Guide Questions
• Phone calls to the Support Team

In a true testament to the quality of her experience, Donna rates the Formitize Support and Customer Service teams a “10” for their responsiveness and helpfulness.

Switching from Previous Software

Before adopting Formitize, Dragonfly Pool Safety Inspections used the Pool Fence Compliance App. However, they switched to Formitize because it generates professional-looking reports and has an integrated invoicing feature, and they have never looked back.

Testimonial

Donna’s testimonial encapsulates her positive experience with Formitize:

“Formitize has helped me generate job scheduling and professional-looking reports, including invoicing, all through one system. It was easy to set up, and although I had difficulty navigating the system, their staff promptly set up a video call to help with what I needed to know. It saves me a lot of time, and basically, I can run my business paperless, which is great!”

Recommendation

When asked to rate the likelihood of recommending Formitize to a friend or colleague, Donna gave a “10.”

Change the way you do business forever by going paperless! Book your free demo today! Formitize – making paperwork paperless.

Dragonfly Pool Safety Inspections: https://www.dragonflypoolsafety.com.au/

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