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What is Formitize?

Formitize is utilized daily by countless businesses across the globe to oversee various operational tasks. These users possess extensive knowledge about the benefits of Formitize, which we encourage them to share with others. By using FormBank’s instant templates, you can easily transition your business to a paperless environment or take advantage of the user-friendly drag-and-drop Form Builder to customize forms that perfectly suit your needs. With enhanced visibility, automatic reminders, updates, and a host of other features, Formitize effectively simplifies job management. Now is the ideal time to digitize your safety and health forms, eliminating the hassle of carrying outdated documents in folders. Everyone will have immediate access to the most current information, ensuring that your team is always on the same page and equipped with the latest resources. The shift to a paperless system not only enhances efficiency but also promotes a more organized and sustainable work environment.

What is Chameleon Forms?

Streamline your document management and eliminate the frustrations of lost papers and slow submissions by utilizing mobile technology to create a completely paperless environment with a cloud-based solution. This cutting-edge system remains functional even without internet access, enabling you to upload finished forms directly to the cloud once connectivity is reestablished. Improve your submission process by incorporating images, designating locations, gathering signatures, and more. You will receive notifications when particular forms are submitted, and you can set up customized alerts for various document types, such as automatically sending all incident reports to the Health, Safety, and Environment (HSE) manager. Start by transforming your current PDF or Word documents into fillable PDF forms that can be deployed to your team in just a few minutes. Furthermore, you can upload Word, Excel, and read-only PDF manuals for easy access in the field. The system captures and archives data from form fields in a database for future reference, while standard PDF files are uploaded to the cloud for hassle-free retrieval. When you need to create custom reports, exporting data from your forms for in-depth analysis is a simple task. Additionally, you can implement tailored processing on your forms, which may include features like serialized fields, auto-populating fields, automatic calculations, and synchronization with other storage systems. This all-inclusive strategy not only enhances your operational efficiency but also significantly boosts productivity throughout your organization, ensuring that every team member can work more effectively. Ultimately, embracing such a solution fosters a more organized and responsive workplace environment.

Media

Media

Integrations Supported

MYOB AccountRight
Mailchimp
QuickBooks Online
Xero
Zapier

Integrations Supported

MYOB AccountRight
Mailchimp
QuickBooks Online
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per user pm
Free Trial Offered?
Free Version

Pricing Information

$5 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Formitize

Date Founded

2012

Company Location

Australia

Company Website

formitize.com/en/

Company Facts

Organization Name

Chameleon Forms

Date Founded

2017

Company Location

Canada

Company Website

chameleonformsapp.com

Categories and Features

Building Maintenance

Asset Tracking
Commercial Properties
Customer Database
Dispatch Management
Inventory Management
Job Costing
Job Management
Maintenance Scheduling
Residential Properties
Routing
Scheduling
Work Order Management

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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