Formitize Case Study: Ecokleensolar Strathpine

27 June, 2024
Case Study 95

Ecokleensolar Strathpine: https://www.ecokleensolar.com.au/strathpine/

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

 

EcoKleenSolar Strathpine is a leading provider of top-quality solar panel cleaning and solar bird proofing services in the Brisbane Northside suburbs, including Strathpine, Brendale, Bray Park, and surrounding areas. Committed to delivering excellence, the company also offers state-of-the-art thermal imaging inspections and streak-free window cleaning services.

 

 

Darren Needham, the driving force behind Ecokleensolar Strathpine, discovered Formitize during his online search via Google. Darren explains, "We initially turned to Formitize to streamline our operations."

 

He continues, "We sought solutions for on-site efficiency, job management, scheduling, paperless forms, reporting, and prioritizing safety."

 

Darren reveals the challenges they faced with their previous processes, saying, "Our previous methods led to inefficiencies, delays, and tedious manual data entry."

 

He adds, "These challenges had a significant emotional and financial impact on us and our business, as we were constantly pressed for time and under stress."

 

Formitize has emerged as a valuable asset in the day-to-day operations of their business. Darren emphasizes, "Formitize has made a substantial contribution to how our business functions. It offers an excellent solution that has allowed us to make tangible improvements. Setting up Formitize was incredibly easy, and we were up and running in no time, benefiting from its multitude of exceptional features."

 

Currently, Ecokleensolar Strathpine utilizes various Formitize modules, including accounting (invoicing, quotes, and payments), CRM (customer management), document management (resources), job management, job scheduling, paperless forms, reporting, and web forms.

 

Darren praises Formitize for its user-friendly nature, stating, "Formitize is a great solution that is simple to use and easy to understand."

 

When asked to rate the ease of navigating around Formitize on a scale of 1 to 10 (1 being very difficult and 10 being very easy), Darren enthusiastically gives it a "10."

 

The company has also taken advantage of Formitize's support tools, including the 30-Minute Walkthrough Tour, communication with the Client Success Manager via phone calls and emails, the Getting Started Guide, and support team assistance through phone calls.

 

Darren commends the responsiveness and helpfulness of Formitize's support and customer service, stating, "Formitize's support team is highly responsive and consistently provides valuable assistance."

 

Before adopting Formitize, Ecokleensolar Strathpine relied on alternative software solutions such as Microsoft Excel and Hubspot. However, limitations in generating reports and embedding photos led them to make the shift to Formitize.

 

When comparing Formitize with other solutions, Darren explains, "We evaluated alternatives such as ServiceM8 but ultimately chose Formitize because ServiceM8 was exclusively designed for iOS, while I prefer Android."

 

When asked about the likelihood of recommending Formitize to a friend or colleague on a scale of 1 to 10 (1 being not likely and 10 being very likely), Darren confidently gives it a "10."

 

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