Formitize Case Study: Own For Sure

24 June, 2024
Case Study 75

Own For Sure: https://ownforsure.com.au/

 

Own For Sure offers comprehensive support to individuals and businesses throughout their entire property buying and ownership journey. With over 15 years of experience in the building and construction industry, they have the expertise to guide their clients through every stage of the process.

 

Acquiring a home is a significant and costly investment for most people. Recognizing this, Own For Sure's services encompass the entire spectrum, starting from the initial stages before clients make their purchase and continuing with ongoing maintenance until they decide to sell. This holistic approach ensures that clients receive continuous assistance and guidance throughout their property ownership.

 

One of the core aspects of their service is providing independent insight and recommendations. This empowers clients to make well-informed decisions at each crucial step of their property journey. Whether it's choosing the right property, managing maintenance tasks efficiently, or optimizing their investment portfolio, Own For Sure's support is designed to ensure their clients' properties are well taken care of.

 

Overall, Own For Sure is dedicated to making the property buying and ownership process as smooth and beneficial as possible for their clients, thanks to their extensive experience and commitment to delivering valuable insights and guidance.

 

 

According to Marko Salapura, the owner of Own For Sure, his introduction to Formitize came through positive feedback from others in the industry who were already using the platform. The primary reasons he chose Formitize were its user-friendly interface and seamless integration with other products.

 

Before adopting Formitize, Marko's business faced several challenges, including inefficiencies, time delays, lost paperwork, and delayed payments. He specifically sought solutions for accounting, invoicing, quotes, payments, job management, job scheduling, leads and sales pipeline, and reporting.

 

Since implementing Formitize, it has become an invaluable asset to the day-to-day operations of Own For Sure. The paperless solutions provided by Formitize have significantly improved business processes, and Marko praises the platform's ease of use and excellent customer service.

 

Key takeaways from their experience with Formitize include effective job management, job scheduling, leads and sales pipeline management, and comprehensive reporting capabilities.

 

Setting up their Formitize account was a breeze, and they found the platform to be user-friendly. To ensure a smooth transition, they utilized training options such as virtual screen share training and group training. Additionally, they made use of various support tools provided by Formitize, including demonstration videos, phone and email support from their Client Success Manager, support tickets, user guides, and user guide questions.

 

Marko is highly impressed with Formitize's support and customer service teams, praising their responsiveness and helpfulness. He rates their support with a perfect "10 out of 10" and enthusiastically recommends Formitize to others in the industry.

 

Testimonial

 

Marko states, “Formitize is a great app to use – very easy to navigate and customer service was awesome. Quick replies and very fast and efficient service to help keep our business up and running.

 

“I give a 10/10 to Prue – her customer service is amazing as she replies to all my queries and helps out with keeping our business running.”

 

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