Formitize 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Formitize

4.4

(47)

Pricing

Starting at $29.99 per month

About Formitize

Formitize is a cloud-based business management system that helps businesses streamline processes related to customer relationship management (CRM), forms automation, document tracking, account handling and sales pipeline monitoring on a centralized platform. It comes with pre-built templates for common industries like pest control, inspections and landscaping. It also lets users create custom industry-specific templates based on specific needs or requirements.

With Formitize, staff members can automate repetitive tasks, manage customer contacts with a centralized database, streamline operations by using custom processes for each department or employee, track sales pipeline activities from lead generation to final sale, and automate invoicing and billing through online payments services.

Formitize Screenshots

Formitize Pricing and Plans

Starting price: $29.99 per month

Free Trial

Free Version

Giving Back

Pricing available upon request

Plan includes:

Designed for Charities and Not for Profits
Giving Back Program Is Available

Standard

$29.99

per user, per month

Plan includes:

Automated Assistants
Cloud Scheduler
CRM
Document Management
Job Management
Mobile Payments
Quoting & Invoicing
Safety First
Sales Pipeline
Smart Forms

Industry Solutions

Pricing available upon request

Plan includes:

Automated Assistants
Cloud Scheduler
CRM
Dedicated Vertical Industry Solutions
Document Management
Industry Resource Documents
Job Management
Job Type Industry Templates
Mobile Payments
Quoting & Invoicing

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Formitize Features

Popular features found in Pest Control
Billing & Invoicing
Calendar Management
Customer Database
Dispatch Management
Electronic Signature
Fleet Management
Job Scheduling
Pest Activity Tracking
Pesticide Usage Tracking
Quotes/Estimates
Routing
More features of Formitize
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Appointment Scheduling
Asset Tracking
Automated Scheduling
Availability Management
Barcode/Ticket Scanning
Booking Management
Client Portal
Commercial Properties
Confirmations/Reminders
Contact Database
Contract/License Management
Credit Card Processing
CRM
Customer History
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Drag & Drop
Electronic Payments
Email Management
Employee Management
Employee Scheduling
Equipment Tracking
Facility Scheduling
File Storage
For Pest Control Companies
GPS
Groundskeeping Management
Group Scheduling
Historical Reporting
Inspection Management
Inventory Control
Inventory Management
Irrigation Tracking
Job Costing
Job Management
Job Tracking
Location Tracking
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Signature Capture
Monitoring
Multi-Location
Online Booking
Online Time Clock
Payment Collection in the Field
Payment Processing
Payroll Management
Predictive Maintenance
Preventive Maintenance
Property Layouts
Purchase Order Management
QuickBooks Integration
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-time Scheduling
Real-Time Updates
Recurring Appointments
Reminders
Reporting/Analytics
Reporting & Statistics
Residential Properties
Resource Scheduling
Scheduling
Self Service Portal
Service History
SMS Messaging
Status Tracking
Task Scheduling
Technician Management
Third-Party Integrations
Time & Expense Tracking
Timesheet Management
Time Tracking
Workflow Management
Work Order Management

Formitize Integrations

Mailchimp

Twilio

Xero

Formitize User Reviews

Overall Rating

4.4

Ratings Breakdown

68%

19%

Secondary Ratings

Ease of Use

4.2

Value for money

4.3

Customer support

4.3

Functionality

4.3

Michael F.

Verified reviewer

Hospital & Health Care

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Formitize has helped transform our business

We use a number of features and modules as part of our Formitize portals. We have found the service scheduling features particularly helpful with our service and support team. We have been able to streamline our quoting and invoicing processes through the xero integration which saves us hours in tracking quotes to follow up chasing Purchase Orders and remembering what needs to be invoiced.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of the great assets of Formitize is the helps you define your business processes. The sales pipeline helps to define what a sales pipeline should look like including how and when to contact customers and follow with automated responses and reminders. Similarly the quoting and invoicing process is defined making quoting really simple and turning the quote into an invoice as simple as clicking a button.

Cons:

As with every application there is always something that it does or doesn't do. For the most part Formitize has had the functionality that we need to use it for.

Darren M.

Verified reviewer

Environmental Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed June 2022

The best by far

The best by far. We are a pest management business & we also Softwash homes as a pre treatment. We had no reports for the chemical application of the soft wash process. I contacted [SENSITIVE CONTENT] with what I needed & that day THAT DAY there was a soft wash record in my profile. 🤯 I tell ya what I have never been happier about the report side of things I cannot send enough

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software changed my outlook on reporting. Used to be a chore & now I go to work to produce high quality reports to my customers, my customers absolutely love all reports. Photos make the report way more personable

Cons:

There are no cons. Couldn’t rate my experience high enough

Reasons for switching to Formitize

At the time was kinda the only one that I knew of & not impressed. I spoke to John at agserv Sydney about changing & he suggested formitize. Made the call & was that easy we were straight into it

Maurice H.

Verified reviewer

Chemicals

Self-Employed

Used daily for more than 2 years

Review source

Reviewed October 2022

product is in decline IMO

Was great at first. The last 12 months the support has declined.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

pretty easy to navigate in a short time. Invoicing on site. CRM does way more than I require. My paperwork was initially set up by formitize staff, and could speak directly to support (this was great in the first couple of weeks)

Cons:

Seems to que forms and invoices way more frequently. Real time support has gone (had a disagreement about this with support, but ever-since have never been able to call and speak to anyone except reception) Every issue requires email correspondece and a "Ticket"

Reasons for choosing Formitize

Formitize set up initial paperwork for free and had real time support.

Anwen A.

Verified reviewer

Facilities Services

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed January 2023

Review of Formitize Processes

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to customize forms and easy access to assistance when needed.

Cons:

Confusion over costing. I don't understand why it is necessary to sign a license agreement before gaining access to a "Free" trial. Having signed the license agreement, I was aware there was a License Fee. I mistakenly assumed that it was the $32.09/month fee. I was shocked to find that the monthly fee was a Service Fee, and the License Fee was additional. It was not made clear at the beginning of the process that there would be 2 fees.

Reasons for choosing Formitize

It was recommended

Reasons for switching to Formitize

The company ceased operations

Vendor Response

Dear Anwen, Thank you for your review. We would like to apologise if there has been confusion around the separate fees for the License Agreement (the ability to use Industry Approved Forms; which is optional) and the Service Fee (using the Formitize platform). Before we load your industry specific forms into your free trial account we require our users to sign a license agreement because: - You are able to use these forms during your free trial, including the ability to change forms, download forms and send forms externally. And therefore; - It lays out the terms and conditions of using these licensed forms (including the annual fee) to protect you and your clients. We do really appreciate your feedback, because we want to ensure that our clients know exactly what they can expect from us. We believe that we can only win when our clients win and therefore we will take your feedback to heart and see how we can improve this process moving forward. Thank you again for your review and feel free to contact us if you have any questions or concerns.

Replied January 2023

Michael P.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2021

Initial data capture

The Client Needs Analysis form built by the Formitize team has increased our efficiency over the previously used fillable pdf

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy for our clients to input the initial data we require to assess their needs.

Cons:

We have no other requirements, it is doing exactly what we need it to do.

Reasons for switching to Formitize

Needed our form to opened and completed in multiple browsers and different devices.

George Z.

Verified reviewer

Chemicals

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2023

Fantastic product on all levels

So far so good

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease of the forms and how easy it is to arange the forms we use most

Cons:

Billing attachment, or form could be improved, so that you can over ride a preset price with a custom price

Reasons for choosing Formitize

Formitize i think has a grasp of the industry I m in

Reasons for switching to Formitize

It felt lacking

Vendor Response

Thank you George for your wonderful review and your helpful feedback! We are happy to hear that you find it easy to arrange and use your forms.

Replied May 2023

John W.

Verified reviewer

Automotive

Self-Employed

Used daily for less than 12 months

Review source

Reviewed October 2022

So easy to use

Set up was easy and quick! Value for money and my invoices and purchases are simple to keep up to date.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Simple to set up and I can create and send invoices from my phone in seconds.

Cons:

Nothing, to mention here. This app is great.

Vendor Response

Thank you John for taking the time to leave us a review; it's great to hear that Formitize is making your invoicing quicker and easier!

Replied October 2022

Charles K.

Verified reviewer

Public Safety

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2020

Love this Platform!

Great team, always helpful and easy to get hold of.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The fact that the platform teached and encourages the user to be able to make changes themselves. Therefore reducing the reliance on the developer for changes

Cons:

There are a few changes in the pipeline which are coming that should meet most of our requirements.

Reasons for choosing Formitize

All of the above

Ian S.

Verified reviewer

Consumer Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed November 2020

Formitize

From the 1st call to Lisa, free trial and complete setup of my portal I can’t be more happy with my experience

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Starting my own business I needed something to capture clients details, locations, reports etc.. this product has it all.

Cons:

Can’t fault it, it’s got everything that I need

Reasons for choosing Formitize

Used it with previous employer

Rocky B.

Verified reviewer

Animation

Self-Employed

Used monthly for more than 2 years

Review source

Reviewed May 2023

Payments taken without concent

shit

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy of use for pest control field techs

Cons:

The last month they have taken 3 months of payments out in 1 week and it has no cancel sub on the site I has to be done by email

Vendor Response

Dear Rocky, Thank you for bringing this to our attention. We appreciate your feedback and value your experience as a customer. At Formitize, we strive to maintain open lines of communication and transparency with our customers. We take all feedback seriously, as it helps us improve our services and provide an even better experience for all our users. To address your specific concern, our accounts team will reach out to you again. Your desktop portal contains useful guidance on many topics like how to cancel your account. Kind regards, Team Formitize

Replied June 2023

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