Formitize Case Study: Koalaty Mechanical Pty Ltd

27 June, 2024
Case Study 93

Koalaty Mechanical Pty Ltd: https://www.koalaty.com.au/

 

Koalaty Mechanical Pty Ltd believes in getting the job done right, the first time around. They actively seek motivated and enthusiastic  specialists from across the  Construction, Mining, and Transport industries, in order to provide their clients with the best quality contractors for their heavy equipment.

 

 

Koalaty Mechanical Pty Ltd owner Jesse Alexander was discussing his software needs with their Dealer Partner, who recommended Formitize to him.

 

Jesse says, “I came to Formitize in the first place because I wanted to take my business paperless and combine employee schedules, automate job reports, and streamline field-based paperwork into a single platform to improve our company's overall productivity.”

 

Jesse states, “We were looking for these solutions: CRM - Customer Management, Getting Things Done Onsite, Job Management, Job Scheduling, Paperless Forms, and Reporting.”

 

Jesse says, “Our previous process created challenges for our business, including Inefficiencies and Tedious, Manual Data Entry. These challenges translated into countless non-billable hours spent generating work or inspection reports for clients, typically late in the evenings or over weekends.”

 

Jesse states, “Formitize has become a valuable asset to the day to day running of our Business. Formitize provides a valuable contribution to how our business operates. Our Formitize account was very easy to set up. It’s a good solution – easy to use.”

 

Jesse says, “Paperless forms that can be amended or added to, allows us to cater for multiple

clients specific requirements, without having to have numerous different templates for the same tasks. By doing this, we are able to adapt to changes on the fly and stay ahead of our competition.”

 

Jesse states, “We are now using these Formitize solutions: Document Management (Resources), Job Management, Job Scheduling, Paperless Forms, and Reporting.”

 

Jesse describes Formitize in three words – “Has amazing potential.”

 

Jesse says, “Formitize Support and Customer Service are very responsive and always very helpful. We have used these Support Tools within Formitize: 30 Minute Walkthrough Tour, Demonstration Videos, and User Guide Question.”

 

Jesse states, “We compared Formitize with other solutions, including iAuditor / Safety Culture and Jotform, before we made the decision to use Formitize. We chose Formitize over the other solutions because we find the Integration into XERO a very useful feature.”

 

Take your business to the next level – go paperless! Book your free demo today! 

 

Formitize – making paperwork paperless.