Formitize Case Study: Jim's Test & Tag Narellan

25 June, 2024
Case Study 80

Jim's Test & Tag Narellan: https://www.jimstestandtag.com.au/

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

Twitter: https://twitter.com/jimstestandtag

LinkedIn: https://www.linkedin.com/company/jim's-test-&-tag/

 

Jim Penman, the CEO and Founder of Jim's Test & Tag, embarked on his entrepreneurial journey while pursuing a PhD in history at Latrobe University. Initially, he started a part-time gardening business, but in 1982, with a mere $24 investment, he took a leap and launched a full-fledged mowing business.

 

Originally intending to rely on subcontractors, Jim's business experienced remarkable growth. As a result, in 1989, he made the pivotal decision to franchise his business, and from that point onward, Jim's became the largest franchise chain in Australia.

 

Today, Jim's Group boasts over 50 divisions, successfully operating not only in Australia but also in New Zealand, Canada, and the United Kingdom. With an impressive network of over 3,800 Franchisees, the company has achieved unprecedented success.

 

In 2003, Jim's Test and Tag was established as a specialised division, emerging as the foremost expert in Australia for Electrical Testing & Tagging and Fire Safety Services. Its status as the largest and leading provider in these fields is a testament to Jim's Penman's unwavering commitment to excellence and entrepreneurial spirit.

 

 

Brendon Ford, an associate of Jim's Test & Tag Narellan, first learned about Formitize through his industry peers who were already using the platform.

 

Brendon explains, "The primary reason I decided to adopt Formitize was due to the positive recommendation from Jim's group. They suggested that it was an excellent option for scheduling and offered features like CRM, Job Scheduling, and Leads and Sales Pipeline. Our previous processes were not well-suited for B2B operations."

 

He emphasises, "Formitize has proven to be an invaluable asset in the day-to-day management of our business. It significantly contributes to how we operate, and the overall solution has made remarkable improvements to our efficiency. We find Formitize to be a great value for the money invested."

 

Currently, Brendon's team utilises various Formitize Modules, including Accounting - Invoicing, Quotes, and Payments, as well as CRM - Customer Management, Job Scheduling, and Leads and Sales Pipeline.

 

Setting up his Formitize account was a breeze, as Brendon attests. He is satisfied with the solution and has made use of Support Tools within Formitize, such as contacting the Client Success Manager via phone and email, as well as submitting Support Tickets when needed.

 

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