Formitize Reviews & Ratings

Formitize

5.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 4 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is Klipboard?

Klipboard's field service management software facilitates seamless connections between your office, field personnel, customers, and staff. This mobile solution integrates task scheduling, location tracking, and communication tools into one platform. By utilizing Klipboard, businesses can eliminate reliance on traditional paper-based systems. Additionally, the software features an intuitive interface that enables teams to prioritize their primary operations and deliver outstanding customer service without being bogged down by complex technology. Ultimately, Klipboard streamlines processes, enhancing overall efficiency and productivity.

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 Now is the ideal time to digitize your safety and health forms, eliminating the hassle of carrying outdated documents in folders.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

Media

Media

Integrations Supported

Xero
Microsoft Excel
Microsoft SharePoint

Integrations Supported

Xero
MYOB AccountRight
Mailchimp
QuickBooks Online
Zapier

API Availability

API Availability

Has API

Pricing Information

$36.00/month/user
Innovator - $39 per user/month
Professional - $49 per user/month
Enterprise - custom
Free Version
Free Trial Offered?

Pricing Information

$29.99 per user pm
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard 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

Klipboard

Date Founded

2015

Company Location

United Kingdom

Company Website

klipboard.io

Company Facts

Organization Name

Formitize

Date Founded

2012

Company Location

Australia

Company Website

formitize.com/en/

Categories and Features

Cleaning Services

Billing & Invoicing
Client Management
Job Management
Mobile Access
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
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
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Technician Management
Work Order Management

Landscape Management

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

Maintenance Management

Billing & Invoicing
Dispatch Management
Inventory Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Technician Management
Work Order Management

Pest Control

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

Plumbing

Billing & Invoicing
Dispatch Management
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Customer Database
Job Management
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

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
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
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Service Dispatch

Billing & Invoicing
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

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