One platform jam packed full of features
Everything you need and all in one place. No more jumping from software to software.
Included Features
Below is a list of features and modules included with Formitize
Tasks
- Live Link to CRM
- Live Link to Job
- Live Link to Accounts
- Task Types
- Task Source Tracking
- Auto Task Creation
- Integrated Checklists
- Add Attachments
- Bulk Action
- Task Dashboard
QuoteAccept
- Online Quotes
- Instant Accept
- Mobile Friendly
- Instant Alert
- QR on Quote
- Convert to Invoice
- Email Link
- SMS Link
- QR Link
- Everything Updated
PayNow
- Online Payments
- Apple Pay
- Google Pay
- Credit Cards
- QR on Invoice
- Instant Receipt
- Email Link
- SMS Link
- QR Link
- Everything Updated
Zapier Integration
- Bridging software
- Connect Formitize with:
- Google Sheets
- Google Calendar
- Google Drive
- Slack
- Wave
- Microsoft Excel
- Calendly
- And thousands more!
Mailchimp Integration
- Powerful bulk emailing
- Full integration with CRM
- Automatic updates
- Automatic edits
- The perfect tool for:
- Newsletters
- Announcements
- Pricing Changes
- Season Promotions
- New Products & Services
Stripe Integration
- Card payment gateway
- Web Payments
- In-App Payments
- Client Portal payments
- Integrate with invoices
- Integrate with Xero
- Secure processing
- Low transparent fees
- See Stripe.com for full details.
Quickbooks Integration
- Full 2-way integration
- CRM Balance Check
- Customers
- Suppliers
- Chart of Accounts
- Invoices
- Purchases
- Payments
- Tax Rates
- Payment Terms
Xero Integration
- Full 2-way integration
- CRM Balance Check
- Customers
- Suppliers
- Chart of Accounts
- Invoices
- Purchases
- Payments
- Tax Rates
- Payment Terms
Scheduler
- Day, Week, Month
- Single & Recurring
- Drag & Drop to create
- Calendar & Map View
- Job Route Order
- Team User Grouping
- People & Assets
- Custom Colours
- Custom Day Settings
- Smart Routing option
Smart Assist
- Appointment Reminders
- Auto Job Status Updates
- Auto Invoice Creation
- Auto Lead Follow Up
- Auto Quote Follow Up
- Auto Invoice Chasing
- Document Expiry Alerts
- Auto Monthly Reporting
- Auto Form Actions
- Auto Task Actions
CRM
- Customer Contacts
- Multiple Locations
- Call, SMS and Email
- Job Management
- Form Management
- Sales Pipeline
- Document Management
- Quoting & Invoicing
- Task Management
- Client Timeline History
Reports
- Contact Reporting
- Task Reporting
- Form Reporting
- Schedule Auto Reporting
- Income & Expenditure
- Asset Reporting
- Sales Pipeline Reporting
- Job Reporting
- Email Send Reporting
- Reminder Reporting
Sales Pipeline
- Multiple Pipelines
- Custom Stages
- Auto Follow Up
- Expected Value
- Pipeline Value
- Click to Quote
- Click to Invoice
- Click to Job
- Trigger from Webform
- Pipeline Dashboard
Users
- User Profiles
- User Permissions
- User Groups
- User Qualifications
- User Training Records
- User Documents
- User Notes
- User App Alerts
- User Job Tracking
- User Reporting
Documents
- Custom Folders
- Desktop & App Access
- User Permissions
- Auto Expiry Alerts
- Swipe to Email
- Swipe to Print
- History Tracking
- Status Dashboard
- Integrate to CRM & Jobs
- Integrate to Accounts
Safety
- Safety Forms
- Safety First Jobs
- Safety Documents
- Safety Register
- Safety Workflows
- Safety Reporting
- Automated Alerts
- FormBank Templates
- Automated Status Updates
- Safety Form Dashboard
Accounts
- Desktop & App
- Quoting / Estimates
- Auto Quote Followup
- Invoicing
- Auto Invoice Chasing
- Purchases & Expenses
- Card Payment Gateway
- Link to CRM & Jobs
- Xero & Quickbooks
- Automated Receipts
Smart Forms
- FormBank Templates
- Drag & Drop Builder
- Job, Kiosk, Safety formats
- Automated Actions
- Saved Form Status
- Link to CRM, Jobs & Assets
- Desktop and App view
- Webform & iFrame options
- Securely stored
- API & Integrations
Jobs
- Cloud Scheduler
- One-off & Recurring
- Automated Reminders
- Job Routing & Tracking
- Safety First
- Integrated Quote & Invoice
- Customised Job Forms
- Integrated Webforms
- Real-time Status Updates
- Link to CRM & Assets
Paid, Smart Add-Ons
Below are some awesome additional features you can purchase that, when added to your business, can be a really valuable game-changer.
Assets
Complete Asset Management platform that integrates seamlessly to CRM, Client Locations, Jobs and Forms creating a powerful and incredibly flexible Asset solution with Change Log and QR integration
Explore Assets
Webforms
Create Webforms with our Drag and Drop builder with so many applications. Full page view for client completion, iFrame view to plug in to websites, Email Link for Agreements and Surveys. Integrated with CRM & Jobs and supported with a full suite of Auto Actions.
Explore Webforms
Workflows
Manage any multi-stage compliance process with Workflows. Perfect for Non-Compliance Management, Incident or Near Miss Reporting.
Explore Workflows
Smart Routing
Change your life and get time back with powerful Smart Routing route optimization. One click to automatically re-order your jobs for the day to save travel time and fuel costs. So smart, so simple to use and integrated beautifully into the Job Scheduler. You’ll wonder how you lived without it
Explore Smart Routing
Client Portal
Permission-based Client Portal for end-user access enabling your customers to Accept Quotes, Pay Invoices, Review Form Reports, Request Jobs and more. Give your clients the information they need and improve the customer experience.
Explore Client Portal
Power Bi Integration
- Unified, scalable platform
- Connect Submitted Forms
- Collate and table data
- Visualise data
- Create Charts
- Add Data Connectors
- Share & Collaborate
- Custom Dashboards
- Integrate with
- Microsoft Suite
Security Plus
- Additional Security
- Elements including:
- 2 Factor Authentication
- Forced Password Reset
- Password Complexity
- Login Tracking
- URL Monitoring
- Browser Monitoring
- Microsoft SSO