Formitize Case Study: Select Property Services

24 June, 2024
Case Study 71

Select Property Services: https://www.selectprop.com.au/

Facebook: https://www.facebook.com/jessmando

 

Established in 2019, Select Property Services is a family-owned and operated property maintenance company based in South Australia. Prior to the inception of Select Property Services, Jesse Wood worked as a dedicated sole trader, passionately providing top-notch workmanship at affordable prices. His exceptional skills and professionalism led to a rapid increase in demand, surpassing what he could handle promptly, and thus, Select Property Services came into being.

 

At the core of Select Property Services is a team of individuals who share Jesse's values. Their common objective is to ensure clients receive the same level of exceptional customer service and quality workmanship that Jesse himself delivers.

 

Covering both residential and commercial clients throughout South Australia, from metropolitan Adelaide to rural and regional areas, Select Property Services stands out by offering competitive quotes and unparalleled services that are seldom matched by other property maintenance companies.

 

 

Jesse, the owner of Select Property Services, discovered Formitize while conducting a Google search for a suitable CRM (Customer Relationship Management) system. His primary motivation behind exploring Formitize was to find a way to reduce the burden of paper-based tasks. He was particularly interested in CRM and Paperless Forms as a means to address the challenges he faced with his previous manual processes, which included inefficiencies, lost paperwork, and tedious data entry.

 

After implementing Formitize, Jesse witnessed significant improvements in his business operations. He found Formitize to be an incredible value for money, and as a result, his company now utilises various Formitize solutions, including Accounting - Invoicing, Quotes, and Payments, CRM - Customer Management, Document Management (Resources), Job Management, Job Scheduling, Paperless Forms, and Web Forms.

 

To ensure smooth adoption and effective utilisation of Formitize, Jesse took advantage of the Training Options provided, including Virtual Screen Share Training and Face to Face Training. In addition, he made use of various Support Tools within Formitize, such as the Getting Started Guide, Support Ticket, and User Guide, to address any queries or concerns that arose during the implementation process.

 

Jesse carefully compared Formitize to other available solutions in the market before making his decision. He ultimately chose Formitize over other software because he found that it offered a more comprehensive range of features, aligning perfectly with his company's needs and preferences.

 

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