Formitize Case Study: SR Pest Control

21 June, 2024
Case Study 69

SR Pest Control: https://www.srpestcontrolcairns.com.au/

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

 

SR Pest Control offers top-notch, all-encompassing services to fulfil their clients' pest management requirements. Their approach is characterised by promptness, courtesy, and the utilisation of safe, efficient, and highly effective methods.

 

As a locally family-owned and operated business, SR Pest Control maintains a deep connection with the community and takes pride in serving the region.

 

The owner/operator of SR Pest Control has successfully completed rigorous studies in Pest Management, obtaining a Certificate III qualification. This certification enables him to conduct Timber Pest Inspections, install Termite Barriers, and administer General Pest Control Treatments.

 

 

Ben, the representative from SR Pest Control, was introduced to Formitize through recommendations from others in the industry who were already utilising the platform.

 

According to Ben, his primary motivation for adopting Formitize was to streamline his business operations. He had encountered various challenges in his previous processes, including inefficiencies, time delays, mistakes, delayed payments, tedious manual data entry, and inadequate staff management.

 

To address these issues, Ben sought specific solutions such as accounting functionalities (invoicing, quotes, and payments), CRM for customer management, efficient on-site task completion, job management and scheduling, Paperless Forms, comprehensive reporting, and prioritising safety. Ben found that Formitize provided excellent value for money.

 

Currently, Ben has successfully implemented various Formitize solutions into his business operations, including accounting features (invoicing, quotes, and payments), CRM for customer management, document management for resources, job management and scheduling, Paperless Forms, and reporting.

 

During his adoption of Formitize, Ben availed himself of the Virtual Screen Share Training and the 30-Minute Walkthrough Tour to familiarise himself with the platform.

 

Before making the decision to use Formitize, Ben conducted a comparative analysis with other solutions, including Service m8. Ultimately, he chose Formitize based on its widespread usage by other companies and the availability of pre-set reporting forms.

 

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