Formitize Case Study: Green Design & Construct

29 September, 2023
Case Study 12

Curtis Williams from Green Design & Construct first heard about Formitize from another colleague in the industry who referred him.

 

He was looking for a solution to help with the challenges in their previous business process, including inefficiencies, paperwork getting lost, mistakes made and tedious, manual data entry.

 



Curtis says, “We were looking for these solutions: Paperless Forms, Job Management, Job Scheduling, CRM - Customer Management, and Reporting.”

 

Curtis states, “Formitize has become a really valuable asset to the running of the business. Formitize is now our complete business solution. The Formitize Solution is game-changing. It has completely streamlined the way our business operates. Formitize is great value for money.”

 

Curtis says, “We are now using Paperless Forms, Job Management, Job Scheduling, CRM - Customer Management, Leads and Sales Pipeline, Accounting - Invoicing, Quotes, and Payments, and Reporting.”

 

Curtis states, “Our Formitize Account was amazingly easy to set up, we were up and running in no time with a lot of great features. Formitize is a great solution that is simple to use and easy to understand.”

 

Curtis says, “We have used the Virtual Screen Share Training and called and emailed Formitize Client Success Managers. Formitize Support and Customer Service is beyond great and this was the reason for such an easy setup. I give them a 10!”

 

Why They Chose Formitize

 

Curtis states, “We were using a different software solution called DoForms before we came across Formitize. We made the change to Formitize because DoForms offers limited options for business use.”

 

We asked Curtis to rate, on a scale on 1 to 10, how likely he was to recommend Formitize to a friend or Colleague. He gave us a “10.”

 

Testimonial

 

“Formitize has made starting up a new business easy for one person to manage all aspects of formwork and has allowed us to have a professional look for our clients. I have recommended Formitize to others and will continue to do so.”

 

Find out how Formitize can improve the way you do business. Start your Free Trial Today!

 

Formitize – making paperwork paperless.