Formitize Case Study: Protekta Sydney

20 June, 2024
Case Study 60

Protekta Sydney: https://protektasydney.com.au/

 

Protekta Sydney is a trusted service provider for leading builders in the industry. They understand the crucial significance of reliability and efficiency when it comes to completing projects promptly and supporting them with the necessary certifications.

 

The Pest Management Technicians at Protekta Sydney are fully licensed by the EPA and have an impeccable track record of never missing a scheduled job. They are highly regarded for their professionalism and conduct on every work site.

 


Brett Ryan, the owner of Protekta Sydney, discovered Formitize while conducting an online search for a comprehensive pest management business system.

 

Brett explains, "My previous processes presented several challenges for my business, including inefficiencies, lost paperwork, and laborious manual data entry. I turned to Formitize primarily to address on-site operations, customer relationship management (CRM), lead and sales pipeline management, as well as accounting tasks like invoicing, quotes, and payments."

 

Brett emphasizes, "Formitize has become an invaluable asset in the day-to-day operations of my business. It significantly contributes to the efficiency of my business operations and offers excellent value for money. Setting up my Formitize account was a breeze, and the solution itself is user-friendly and effective."

 

Key Features and Benefits of Formitize Include:

  1. Paperless Forms
  2. Job Scheduling
  3. CRM - Customer Management
  4. Leads and Sales Pipeline
  5. Accounting - Invoicing, Quotes, and Payments

 

Brett adds, "I have utilized various support tools provided by Formitize, including contacting my Client Success Manager via phone/email, submitting support tickets, and reaching out to the Support Team via phone."

 

When considering alternative solutions such as Rapids apps, Brett reveals, "I ultimately chose Formitize over other options because it was specifically designed for pest management and the mobile app was intuitive and user-friendly."

 

Make that all-important choice to go paperless and see how much you will gain in your business. Start your Free Trial Today!

 

Formitize – making paperwork paperless.