Formitize Case Study: Home Concrete Solutions

26 June, 2024
Case Study 83

Website: https://www.homeconcretesolutions.com.au/

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

 

Since 2009, Home Concrete Solutions has been faithfully serving Melbourne. With their team of skilled technicians, they excel at efficiently, rapidly, and affordably transforming the outdoor spaces of any property.

 

 

Paul Naismith of Home Concrete Solutions first discovered Formitize through an online search. He was initially drawn to Formitize because of its user-friendly scheduler with a clear month view, which was an essential feature he was seeking. His company needed a comprehensive solution that covered Accounting - Invoicing, Quotes, and Payments; CRM - Customer Management; Job Management; Job Scheduling; Leads and Sales Pipeline; Paperless Forms; and Reporting.

 

Prior to implementing Formitize, their previous process posed several challenges for the business, including inefficiencies, delays, and inadequate staff management. However, upon setting up their Formitize account, Paul found it to be an excellent and valuable contribution to their business operations. He also noted that Formitize Solution offered good value for money. As a result, Home Concrete Solutions now uses various Formitize solutions, including Accounting - Invoicing, Quotes, and Payments, CRM - Customer Management, Job Management, Job Scheduling, Leads and Sales Pipeline, Paperless Forms, and Reporting.

 

Before settling on Formitize, Paul and his team had evaluated numerous alternatives. They ultimately chose Formitize due to its impressive features and functionalities.

 

To ensure a smooth transition and proper utilisation of the platform, they took advantage of the training options offered by Formitize, including Virtual Screen Share Training. They also found great assistance from the Support Tools provided by Formitize, such as the 30-Minute Walkthrough Tour, Demonstration Videos, Getting Started Guide, Support Ticket, and User Guide.

 

Paul commended Formitize's excellent Support and Customer Service, as they have been able to promptly address his inquiries and provide the necessary guidance he needed.

 

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