Brock Payne, owner of Paynes Pest Management, was recommended Formitize by industry peers already using the platform, and was familiar with it through his work in the pest control industry. Reflecting on his experience, Brock says, “I enjoyed using Formitize at a previous company I worked for.”

Business Needs

Paynes Pest Management was in search of solutions for:

• Accounting: Invoicing, Quotes, and Payments
• Asset Management
• CRM: Customer Management
• On-Site Operations
• Job Management
• Job Scheduling
• Paperless Forms
• Reporting

Challenges

“Our previous process was time-consuming and created many challenges for our business, including paperwork getting lost and tedious, manual data entry,” says Brock. 

As an owner-operator, Brock wanted to implement software he could trust, which would free him up to work more with significant business elements. 

Solution Implementation

Brock found Formitize to be an invaluable asset to the daily operations of his business, significantly improving efficiency. He highlights how easy it was to set up, stating they were up and running quickly. Currently, Paynes Pest Management utilises these Formitize modules:

• Accounting: Invoicing, Quotes, and Payments
• CRM: Customer Management
• Document Management (Resources)
• Job Management
• Job Scheduling
• Paperless Forms
• Reporting

User Experience

“My Formitize account was straightforward to set up. It’s a great solution that’s user-friendly and such a time saver. I describe Formitize in these three words – intuitive, affordable, and professional,” says Brock. He went on to reflect on the amount of time saved due to Formitize and the stress that was eliminated due to having a system that is easy to use, straightforward and affordable.

Support and Service

Brock praises Formitize's support tools, including demonstration videos and the user guide. He also appreciates the responsive and helpful customer service team, stating, “Formitize Support and Customer Service teams are always beneficial and responsive.” 

Transition to Formitize

Before discovering Formitize, Paynes Pest Management was using PestPac. The need for an all-in-one CRM and reporting solution drove the switch. Brock notes, “We compared Formitize to other solutions, including ServiceM8, before deciding. In the end, we chose Formitize due to its competitive pricing.”

Recommendation

Brock highly recommends Formitize to others in the industry, giving it a ‘10’ rating. “I would highly recommend Formitize to a friend or colleague,” he concludes. There’s no greater accolade than a client’s willingness to recommend us to their friends; thanks Brock. 

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