Formitize Clients’ Frequently Asked Questions in November 2017

Formitize Clients’ Frequently Asked Questions in November 2017

Published on: 28-11-2017 | by Misty in frequently asked questions, faq, paperless

As a business owner, you need to make wise investments as they can either make or break your business. At Formitize, it’s our primary goal to help business owners like you break free of the paper-trap by going paperless - introducing you to the wonderful world of paperless workflows. We want you to get to know your favorite paperless app so you can get the most out of your investment.

Here’s this month’s edition of Formitize Clients’ FAQ:

Q: How can Formitize save my business money?

A: The Formitize app generates smart, live, completed, and accurate forms instantly in real-time. Formitize will make your paper forms paperless and give your organization so many additional benefits – you will genuinely be amazed.

There are also a number of time and money saving automated communication features that trigger automatically in the background to keep both the customer and your team updated. These communications include automated Job Status Updates, automated Future Job Reminders, Integrated Quoting with Automated Follow-up reminders, it will even automatically chase up outstanding invoices for you! The CRM integrates your customer contacts with your jobs and your accounts in real-time to link everything together and save so much time.

Q: How does Formitize work?

A: Great question! Here's how Formitize works:

  1. Send Us Your Form
    Simply upload or send us your old paper form and we will get started.

  2. Our Wizards 'Formitize' Your Old Form
    Our team of “Formitize Wizards” will do their magic and prepare your solution. We will contact you and confirm all possible answers, rules, special requirements and information needed from your form. We’ll then assign your business User Names and Passwords.

  3. Your Staff Download Our Free App
    Your staff download the Formitize App for free onto their smart phone or tablet (NB. Formitize works brilliantly on iPhone, iPad, Android, and Windows based devices) from anywhere in the world.

  4. Start Using Formitize
    When they are ready, your field staff pull out their smartphone or tablet, open the App and enter their User Name and Password. Simple.

  5. Different Forms for Different Users
    The User Name and Password gives your individual staff access to the mobile forms that have been allocated to them. You control what forms are available to your different employees with different access levels available to different forms.

  6. So Much Easier To Use
    They select and click on the form that is right for the next task and “fill it in”. In most cases the form content will be very similar to the old paper form that they are used to completing. Your employees will find the automation, drop down boxes, multiple choice options and other tools a great aid to completing the form quickly and accurately.

  7. Great Gadgets Fully Integrated
    All of the additional tools are seamlessly built into the form in a convenient spot to help. For example, a camera icon is displayed when a photo is required, it just needs to be clicked and the photo is recorded, a microphone icon is waiting when a Voice Recording is expected and so on. Simple, clear and so easy to use.

  8. Add a Signature
    When the form is complete, a signature may be required – no problem! A box to receive the signature is waiting

  9. The Magic Happens
    Hit “SUBMIT” and all of the details collected are downloaded into the database instantly. If there is no signal at the time, no problem - The information is stored and will download as soon as signal is available.

  10. Multiple Recipients
    The form can then be emailed automatically to the customer in a variety of formats instantly, using some or all of the information or integrating the answers from the form into a more detailed report. With Formitize, you have the peace of mind knowing that the forms are accurate, complete and professionally presented.

  11. Great Backend Reporting & Integration
    Great reporting can be easily tailored to monitor progress, results, locations, activity levels and performance of your business reps in real time. Formitize can API into most established software products such as Xero

  12. Relax and Manage from Anywhere
    As the Business Manager, you can sit back and access the portal remotely from anywhere in the world and watch your database automatically update with the new customer information. All fields complete and all records safely stored and backed up.

Featured Testimonial

"I'm really benefiting from Formitize with all the features Formitize provides. The more features I use, the better it's going to be for my business."

Noel Parminter - Owner, Auswise Pest Control

That’s it for this month! We hope that the new information we share will help you make the most out of your amazing paperless app. If there’s anything you’d like to know, please feel free to ask us. You can chat with us or email You can also leave us a message in the comments section below.

Formitize – making paperwork paperless.

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