Formitize Case Study: Origin Pest Management

26 June, 2024
Case Study 87

Origin Pest Management: https://originpestmanagement.com.au/

 

Origin Pest Management, nestled in the heart of Brisbane, Queensland, stands as a cherished family-owned and operated enterprise. With complete licensure and insurance, this company holds expertise in an array of services, focusing on general pest and termite treatments. Their hallmark lies in the provision of exceptional customer service, complemented by a comprehensive service warranty, all delivered with a warm and friendly smile.

 

 

Origin Pest Management's Jason Anderson stumbled upon Formitize, thanks to a recommendation from Heath Trainor. Impressed by its multifunctional capabilities, Jason expressed, "The main reason I joined Formitize is because it's a one-stop shop – handling bookings, invoicing, and relevant documentation seamlessly."

 

Prior to adopting Formitize, Jason faced challenges with his previous process, encountering inefficiencies and cumbersome manual data entry. He elaborated, "I had to juggle two or three programs to achieve what I now effortlessly accomplish with Formitize."

 

In his quest for solutions, Jason sought features like accounting functionalities (invoicing, quotes, and payments), CRM for customer management, job scheduling, Paperless Forms, and reporting, all of which Formitize proficiently provided.

 

Formitize has become an invaluable asset to the daily operations of Jason's business, significantly contributing to its smooth functioning. "I can book a job, generate an invoice, and complete necessary documents effortlessly, which is vital for my pest business," Jason stated.

 

Jason holds high praise for Formitize, recognizing its potential and highlighting the ease of setting up his account.

 

Currently, Jason actively utilises various Formitize modules, including accounting, CRM, document management, job scheduling, Paperless Forms, reporting, and web forms, enhancing his business efficiency.

 

When asked to describe Formitize in three words, Jason summed it up as a "simple, easy process."

 

Throughout his journey with Formitize, Jason availed himself of useful support tools, such as the 30-Minute Walkthrough Tour, Demonstration Videos, and direct communication with the Client Success Manager.

 

Having previously used a different software, ServiceM8, Jason made the switch to Formitize due to its superior functionality and impressive cache. Formitize has undoubtedly become an integral part of Origin Pest Management's success.

 

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