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Formitize description
Formitize is a mobile forms and business management solution for small, midsize and large businesses. It helps you ditch paper forms and automate workflows, including scheduling, customer management, and invoicing. Formitize offers features like job tracking, automated reminders, and a built-in CRM, making it suitable for industries like pest control, inspection, and landscaping.
Who is Formitize best for
Formitize helps businesses digitize workflows with mobile forms, scheduling, and CRM. Users praise its mobile access and automation but note a learning curve and occasional performance issues. Best for mid-size to large businesses in field service industries looking to go paperless.
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Best fit for mid-size and large businesses seeking to digitize workflows.
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Ideal for industries like pest control, inspection, landscaping, and other field services.
Formitize features
| Supported Formitize allows generating and sending invoices, and integrates with Xero. |
| Supported Formitize offers job scheduling and dispatching to technicians via Cloud Scheduler. |
| Supported Formitize supports offline data collection and automatic syncing upon reconnection. |
| Supported Formitize offers a mobile app for technicians to access client info and update job details. |
| Supported Formitize allows automated reminders for upcoming appointments to be sent to customers. |
| Supported Formitize supports creating digital forms with dynamic actions and calculations for streamlined reporting. |
Formitize reviews
We've summarised 51 Formitize reviews (Formitize Capterra reviews and Formitize G2 reviews) and summarised the main points below.
- Highly customizable forms and workflows that streamline various business processes.
- Excellent mobile access for field technicians, allowing for real-time data entry and reporting.
- Automated reminders, scheduling, and invoicing features save time and increase efficiency.
- Built-in CRM and comprehensive reporting capabilities provide valuable business insights.
- Strong customer support (once contacted) praised for helpfulness and willingness to adapt the software to specific needs.
- Difficult to learn initially, with a steep learning curve for some users.
- Limited customization for certain features like the dashboard and scheduling.
- Customer support can be slow and impersonal, relying heavily on email "tickets".
- Hidden costs and unclear pricing structure, especially for additional features and support.
- Occasional bugs, system hangs, and slow performance reported.
Formitize pricing
The commentary is based on 6 reviews from Formitize Capterra reviews.
Formitize offers a core platform with various modules included, as well as specialized Industry Packs and Enterprise solutions. Pricing for add-ons and specialized solutions requires contacting Formitize directly.
Users sentiment
See the Formitize pricing page.
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Formitize has a free trial.
Formitize
Includes Smart Forms, CRM, Cloud Scheduler, Job Management, Safety First, Sales Pipeline, Document Management, Quoting & Invoicing, Automated Assistants, and Mobile Payments.
Formitize alternatives
KickservBetter for smaller businesses. More affordable pricing options for small teams. Simpler to use, with a less steep learning curve. Stronger customer support experience. Has more momentum.Read more
SimproBetter suited for larger trade businesses. Has stronger momentum in terms of website traffic and employee growth. A Formitize alternative and competitor focusing on comprehensive business management, including inventory and job costing.Read more
EyeOnTaskBetter for smaller businesses. A Formitize alternative focused on scheduling, dispatching, and location tracking, with online payments and accounting integrations. Higher rated by users.Read more
FlowluBetter for project management, CRM, and team collaboration. Caters to a wider range of industries and has more momentum. Lacks field service management features like mobile offline data collection and mobile forms.Read more
JotformBetter for users seeking a simple online form builder. Jotform has broader industry applicability and is growing faster. It offers a wider variety of form types and templates. A Formitize alternative and competitor.Read more
TrueContext, formerly ProntoFormsBetter for larger enterprises. Geared towards manufacturing, energy, and healthcare industries. Has stronger website traffic momentum but slower employee growth. Users praise its ease of use, documentation, and API integrations, but dislike its limited backend customization and conditional logic limitations. A Formitize alternative and competitor.Read more
Formitize FAQ
What is Formitize and what does Formitize do?
Formitize is a mobile forms and business management software. It automates workflows like scheduling, invoicing, and customer management. It offers a mobile app, offline data collection, and automated reminders, making it suitable for industries like pest control and inspections.
How does Formitize integrate with other tools?
Formitize integrates with Xero for invoicing and offers a Cloud Scheduler for job dispatching. It also features a built-in CRM to manage customer data and interactions. More details on other integrations are not readily available.
What the main competitors of Formitize?
Formitize competes with field service management and mobile form solutions like Simpro, Kickserv, and GoFormz. These alternatives offer similar features, including digital forms, workflow automation, and job scheduling. Some, like Simpro, focus on specific industries like trade services.
Is Formitize legit?
Formitize is a legitimate business management solution. User reviews suggest it's safe and effective for digitizing workflows, particularly for industries like pest control and inspections. However, potential users should be aware of a potentially steep learning curve and occasional software bugs.
How much does Formitize cost?
Formitize does not publicly disclose pricing information. Contact their sales team for product pricing details and to determine if Formitize is worth it for your needs.
Is Formitize customer service good?
Formitize's customer service receives mixed reviews. While some praise the helpful and responsive support team, others report slow response times and impersonal interactions. Many appreciate the support team's willingness to adapt the software to their specific needs.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.