Formitize Case Study: Prevent A Pest

26 June, 2024
Case Study 84

Aaron Gottsch, the founder of Prevent A Pest, discovered Formitize while conducting online research for suitable business solutions. His primary objective was to find an industry-specific solution tailored for a pest control business. Aaron required a system that could efficiently handle various aspects of his business, including Accounting (Invoicing, Quotes, and Payments), Job Management, Job Scheduling, and Reporting.

 

Before adopting Formitize, Aaron faced numerous challenges with his previous business process, such as inefficiencies and laborious manual data entry, which resulted in time-consuming operations for key processes.

 

Formitize proved to be a valuable asset for Aaron's business, providing specific forms and job scheduling capabilities that surpassed the capabilities of standard accounting software. He found that Formitize offered great value for money, and setting up his Formitize account was a breeze. Overall, Formitize significantly improved his business operations.

 

Key Takeaways from Aaron's experience with Formitize are as follows:

  • Accounting: Formitize facilitated efficient Invoicing, Quotes, and Payments.
  • CRM: The platform aided in Customer Management.
  • Job Management: Formitize effectively handled task organisation and management.
  • Job Scheduling: The system allowed seamless scheduling of jobs.
  • Reporting: Formitize offered robust reporting capabilities.
  • Safety First: The platform emphasised safety measures.

 

Aaron praised Formitize's support tools, particularly Demonstration Videos, and interactions with the Client Success Manager. He found the support team to be highly responsive and always helpful, swiftly addressing any queries.

 

The decision to switch to Formitize was motivated by the limitations of his previous software, which was not industry-specific and posed challenges due to its bulkiness. Before making the final decision, Aaron compared Formitize with other solutions available in the market. Ultimately, he chose Formitize over the competition because of its flexibility and capacity to be tailored to suit various industries.

 

When asked about the likelihood of recommending Formitize to a friend or colleague on a scale of 1 to 10, Aaron gave an enthusiastic rating of "10 out of 10."

 

Find out how Formitize can improve the way you do business. Book-a-demo Today!

 

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