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 Now is the ideal time to digitize your safety and health forms, eliminating the hassle of carrying outdated documents in folders.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

FieldServicePro stands out as a powerful and cost-effective service management software designed to elevate field service operations, offering a comprehensive suite of tools for job management, scheduling, dispatching, and asset tracking. It effectively integrates functions for marketing, sales, and billing automation, enabling businesses to manage customer relationships and automate communications across various platforms, including email, SMS, WhatsApp, and social media, while enhancing sales opportunities through features like online booking and AI-powered chatbots. Furthermore, the software includes essential elements such as job forms, estimates, agreements, and document management, which facilitate an efficient financial management experience with options for recurring billing, online payments, and automated invoicing. FieldServicePro also offers a 15-day trial with no risk, access to over 30 applications, and five hours of monthly consultation at no extra charge, all designed to help businesses maximize their use of the platform. By leveraging the robust automation features of FieldServicePro, organizations can significantly improve their operational efficiency and foster growth effortlessly, which ultimately results in enhanced service delivery and greater customer satisfaction. This capability positions FieldServicePro as an indispensable asset for businesses aiming to streamline their service processes and drive success.

Media

Media

Integrations Supported

MYOB AccountRight
Mailchimp
QuickBooks Online
WhatsApp
Xero
Zapier

Integrations Supported

MYOB AccountRight
Mailchimp
QuickBooks Online
WhatsApp
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per user pm
Free Trial Offered?
Free Version

Pricing Information

$199 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

FieldServicePro

Company Location

United States

Company Website

fieldservicepro.io

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

Carpet Cleaning

Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
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

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

Lawn Care

Billing & Invoicing
Contract Management
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

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

Pool Service

Billing & Invoicing
Chemical Readings
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Roofing

Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
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

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