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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 Now is the ideal time to digitize your safety and health forms, eliminating the hassle of carrying outdated documents in folders.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 Clevero?

Clevero specializes in offering CRM and Business Management Solutions tailored for small enterprises. Our Software as a Service (SaaS) platform empowers users to efficiently oversee, administer, and automate each facet of their daily operations. By transitioning from manual and paper-based procedures to a digital format, it minimizes reliance on various productivity tools. The platform boasts a variety of features, such as: - Customized Relationship Management (CRM). - Self-Service and Appointment Scheduling - Management of Tasks and Projects - Built-in Video Conferencing capabilities - Automated Notifications and Reminders - Digital Forms along with a Form Builder - Comprehensive Marketing and Communications tools - Automatic Tracking of Emails - Invoicing and Timesheet management - Client Information Management - Tracking Customer Support Requests - Integration with payment processing and accounting software - Complete compatibility with external APIs In addition, Clevero's user-friendly interface ensures that businesses can easily adapt to and utilize its extensive features for enhanced productivity.

Media

Media

Integrations Supported

Mailchimp
QuickBooks Online
Xero
Google Ads
Google Workspace
MYOB
MYOB AccountRight
Microsoft 365
PayPal
Pin Payments
QuickBooks Online Advanced
SendGrid
Stripe
Twilio
Weebly
Wix
WordPress
Zapier

Integrations Supported

Mailchimp
QuickBooks Online
Xero
Google Ads
Google Workspace
MYOB
MYOB AccountRight
Microsoft 365
PayPal
Pin Payments
QuickBooks Online Advanced
SendGrid
Stripe
Twilio
Weebly
Wix
WordPress
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per user pm
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Clevero

Date Founded

2018

Company Location

Australia

Company Website

clevero.co

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

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor 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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