Formitize

Save time, reduce costly mistakes and scale your business with our all-in-one business platform. Use all the Modules or just the ones you need.

Powering thousands of businesses all over the world with modules including Smart Forms, Webforms, Job Management, Quoting & Invoicing, Health & Safety, Document Management, Asset Management, Proposals, Pipeline and a complete CRM. Smart, mobile and paperless. Formitize - Innovating Smarter Business.

22/05/2026

Importing leads?

What’s New
We’ve made improvements to the Lead Importer to help reduce duplicate leads during imports.

If a lead already exists with matching title and client name data, the importer can now update the existing lead.

Why It Matters
This helps keep your lead database cleaner and easier to manage.
It also speeds up the importing process for admin teams and new accounts bringing data into Formitize.

Quick Benefit Summary
• Spend less time on manual cleanup
• Keep lead data more organised
• Import leads faster and more confidently

Give it a try in the Web Portal and let us know what you think 👏

20/05/2026

Still spending too much time fixing imported contact data? 👀

We’ve made some improvements to Contact Import to help make the process smoother and more reliable.

What’s New:
Importing contacts now includes improved column auto-matching and better handling of re-imported data.
This helps reduce duplicate value issues and cuts down the amount of manual checking needed after imports.

Why It Matters:
• Faster setup for new accounts
• Less time fixing spreadsheets
• Cleaner customer data
• Easier CRM migrations

Quick Benefits:
• Less manual mapping
• Fewer duplicate values
• Faster contact imports
• More confidence when re-importing data

Check out the updated Contact Import experience in the Web Portal and let us know what you think in the comments below.

18/05/2026

Where do customer photos and attachments go after forms are submitted? 📎

Attachments and photos captured in forms using the CRM element automatically sync to the related CRM profile.

That means customer files, photos, and supporting documents can stay organised in one place without the extra manual work.

Why It Matters:
• Less admin time for office teams
• Easier access to customer history and job documentation
• Better visibility between field and office staff

Quick Benefit Summary:
• Automatic attachment syncing
• Cleaner customer records
• Reduced duplicate handling
• Faster access to important files

Check the Web Portal or app to explore CRM Attachment Sync.

14/05/2026

Uploading resources one by one taking too long?
Got a stack of files to add and no time to do it manually?

What’s New
Introducing Resource Bulk Upload.
You can now upload multiple resources at once.
Set folders, permissions, and expiry dates in one go.

Why It Matters
Save time when adding large batches of files
Keep your resource settings consistent
Reduce repetitive admin work

Quick Benefit Summary
Upload multiple resources in one step
Apply settings once, not repeatedly
Stay organised from the start
Spend less time on manual tasks

Give it a try in your Web Portal and let us know how it works for you!

06/05/2026

Still downloading reports just to find the forms you need?
Or opening form after form to track what needs action?

What’s New
Introducing Views and Filters in Submitted Forms Folders.
Create custom lists of forms that update automatically as new forms are submitted and saved.
See exactly what you need, without the extra steps.

Why It Matters
- Instantly find forms based on status, data, or field values
- Stay on top of what needs action without opening every form
- Keep your data up to date without manual reporting

Quick Benefit Summary
- Create live, auto-updating form lists
- Filter by the data that matters to you
- Reduce time spent searching and reporting
- Easily track forms through multi-step workflows

Start using Views and Filters today and take control of how you manage your submitted forms!

04/05/2026

Can I give it to you? Still switching between systems to check your quotes?
Or duplicating them just to stay up to date?

What’s New
You can now sync quotes between Xero accounting software and Formitize.
Quotes created in either system will automatically appear in the other.
Everything stays aligned without extra steps.

Why It Matters
- No more double handling or missed quote updates
- Clear visibility of all quotes across both systems
- Keep your team working in the tools they prefer

Quick Benefit Summary
- Sync quotes automatically between systems
- Reduce manual admin and errors
- Access quote data wherever you’re working
- Improve team collaboration across roles

Give it a try and see how much easier managing quotes can be.

02/05/2026

Sending multiple invoices to the same customer every month?
There’s now a simpler way to handle it.

What’s New
Introducing Combined Invoices.
You can now merge multiple invoices into one before sending it to your customer.

Why It Matters
- Less time spent creating and sending invoices
- Fewer emails for your customers to manage
- A cleaner, more professional billing experience

Quick Benefit Summary
- Combine multiple invoices into one
- Reduce admin and follow-ups
- Make payments easier for customers
- Keep your billing simple and organised

Give Combined Invoices a try and let us know what you think!

29/04/2026

Ever feel like updating documents pulls you away from what you’re working on?

Say hello to the Resource Drawer 👋

You can now add and edit resources without leaving the page you’re on.
No more jumping between screens or losing your place.

Why this matters:
-Update files while you’re already in the workflow
-Make quick changes without disruption
-Manage multiple resources faster

Quick benefits:
-Less clicking around
-Faster updates
-Stay focused on your work
-Smoother day-to-day tasks

Jump into the Web Portal and give it a try, would love to hear how you use it!

28/04/2026

Tired of switching between calendars to see your day?
Or worse… double booking by accident?

What’s New
Introducing Calendar Integration.

You can now view your Formitize jobs directly in your external calendar.
See everything in one place without needing to log in.

Why It Matters
-Keep your schedule clear and organised across all platforms
-Avoid clashes between Formitize jobs and other commitments
-Stay on top of your day at a glance, wherever you are

Quick Benefit Summary
-View Formitize jobs in your preferred calendar
-Reduce double bookings and scheduling conflicts
-Give your whole team visibility of upcoming work
-Plan your day faster, with less back-and-forth

23/04/2026

Struggling to keep track of where your forms are up to?
You’re not alone, especially when multiple people are involved.

What’s New
Introducing Custom Form Statuses.

You can now label your forms in a way that fits your workflow.
Think beyond “Pending” or “Complete” with your own business-specific stages.

Why It Matters
- Know exactly what needs action and what’s done
- Keep your team aligned across every stage
- Reduce missed follow-ups or delays

Quick Benefit Summary
- Easily track form progress at a glance
- Filter and find forms faster
- Create workflows that match how your business operates
- Automatically update statuses using form actions

Address

Unit 3, 11 Rodeo Road
Gregory Hills, NSW
2557

Website

http://www.formitize.com/

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