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.

17/06/2026

⭐ Customer feedback like this means the world to us.

We're so pleased to hear that Formitize is helping make technology easier and supporting businesses every step of the way. Thank you for being part of the Formitize community we're excited to continue the journey with you! 🚀

16/06/2026

⚡ 30-second productivity hack: Stop searching for the same information every day.

Save custom Views & Filters in Formitize and instantly access the jobs, forms, and invoices that matter most.

Less clicking. Less admin. More productivity. 🚀

15/06/2026

🌏 Heading to FAOPMA 2026 in Auckland? So are we!

The Pest Management App powered by Formitize is excited to be attending FAOPMA 2026 in Auckland, New Zealand from 15–17 July.

Come and visit us at Stand 61 & 62 and discover how our software helps pest management businesses work smarter, save time, and grow their operations.

Stop by for a chat, a live demo, and discover how Formitize can help transform your business.

See you in Auckland! 🇳🇿

14/06/2026

💬 Real feedback. Real results.

We love hearing how Formitize is helping businesses streamline operations, reduce paperwork, and spend more time focusing on what matters most.

Thank you for sharing your experience with us 🚀

11/06/2026

🚀 We asked the Formitize team a simple question:

"What’s your favourite feature released this year?"

From Two-Way SMS and Calendar Integration to Combined Invoices and more, it's been a huge year of innovation at Formitize.

Our team works with these features every day, so who better to ask?

Check out their answers and let us know in the comments, what has been your favourite Formitize feature released this year?

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!

Address

Unit 3, 11 Rodeo Road
Gregory Hills, NSW
2557

Website

http://www.formitize.com/

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