Formitize 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if Formitize is right for your organization?

Our Pest Control Software selection experts can help you in 15 minutes or less.

On this page

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

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

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

Kim M.

Verified reviewer

Security and Investigations

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed January 2020

Brilliant

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love it. I wanted something comprehensive, yet simple to use. I did a lot of research before subscribing to Formitize. They simply have the best on offer to suit the requirements of my business and industry. Support is brilliant, both phone and online. I would recommend Formitize to anyone as you can use as little or as much of the software as you need. Perfect fit with Xero.

Cons:

Nothing I disliked about this software.

Reasons for choosing Formitize

Pls see review.

Keith A.

Verified reviewer

Food & Beverages

2-10 employees

Used daily for less than 2 years

Review source

Reviewed August 2023

Formitize, enabled Rebel Roasters Coffee to grow their operations with ease

I was not expecting what I found in Formitize. I'm used to paying for services and apps and never heard from the company. Formitize, was the opposite. Super supportive and their customer support team is exceptional. They guided our team through the entire process from zero to Hero.Formitize is a part of our business now and we cannot do without it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I'd say accounting as it helps us get paid fast and efficiently. It's super easy to use and setup was pretty much all done automatically by the system. The result was professional-looking invoicing with exceptional CRM data

Cons:

Not much that we don't like. There are some things we don't yet use in our business, but given our experience with the formitize app, we actually look forward to having new use cases to adopt some of these other features.

Reasons for choosing Formitize

Product capabilities, ease of use, incredible customer support, and affordability.

Reasons for switching to Formitize

Formitize offers everything in one app and they are super affordable for the quality of the product. It's a no brainer and I wished we discovered formitize much sooner

Vendor Response

Hi Keith! Thank you so much for leaving us a positive review. We love hearing how Formitize is helping Rebel Roasters Coffee get paid faster and efficiently.

Replied September 2023

Ashley M.

Verified reviewer

Utilities

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2021

Formitize - Difficult to implement, bad customer service

It was incredibly difficult to implement, to be honest in the end it was impossible. I booked a 1 hour paid training session, which was a total waste of time, I felt I knew more about the software than the trainer, I actually stopped the call halfway through as we were not getting anywhere! I spent hours tearing my hair out trying to get the Formitize to do what I wanted it to. I really wanted it to work, I reached out to everyone I could, account manager, training etc. On the service it's great, everyone will tell you it does what you want it to but it doesn't. After some further digging on google, I found some much better software that is so easy to use and create forms.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that everything was under one roof so to speak. You can have your forms, CRM, Accounting etc all in one place.

Cons:

Very difficult to implement. If you planning on using forms then good luck. Especially if you want them to look a certain way, this doesn't need to be difficult there are many ways to do forms better than this. The training sucked, big-time waste of money, I tried to get my money back but there is an army behind stopping any refunds, not worth the time or hassle trying to get it, they obviously need it. You could spend your whole time setting up your business on here and they will probably go bust if they are that desperate to keep $150.

Reasons for choosing Formitize

In the end, I switched to GoFormz and thinking of integrating it with either salesforce or ServiceM8. I managed to build a form just the way I like it within 20mins, after 10 hours of trying, plus training, and not succeeding with Formitize.

Chelliah J.

Verified reviewer

Government Relations

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed September 2021

Formitize Review

Getting help from Client Success Manager to get the forms and Asset register to fix some of the problems. Asset register may require some face lift Overall a very good product - May be good to have some sort of online help

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Asset management unit is important to us. Linking asset to forms are not great but workaround functions are available. Forms are easier to modify

Cons:

Still new user to comment on this. Asset register was not correctly working initially. Lookup table not updating with new fields, Resources not working as should be

Reasons for choosing Formitize

Had most of the required modules in Formitize well presented forms and Friendly service of our Client service manager

Reasons for switching to Formitize

Asset register module is not available in iAuditor

Andrew F.

Verified reviewer

Facilities Services

10000+ employees

Used daily for less than 12 months

Review source

Reviewed September 2021

Formitize makes work request management and payment claims, easy!

Formitize has turned around our cashflow issues from high volume work processing... We love it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Before Formitize we relied on paper and admin to sort, scan and process work requests for payment claims. Now that we have implemented Formitize we have a higher quality of data capture, faster reporting and have been able to implement automation to process work requests for payment.

Cons:

Some of the form setup options can be limiting but there is always a different way to implement what you need

Reasons for choosing Formitize

Simplicity and ease of setup, other contracts in the business had implemented it.

Meryl A.

Verified reviewer

Consumer Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed April 2024

Fantastic Package

Our experience has been fantastic from the very first contact to being live for almost 12mths now.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There are so many features that make this program the one that worked for us. It has streamlined our whole business and we couldn't be happier.

Cons:

Nothing that has made us regret the decision to convert to Formitize that's for sure! Just a few little features, but we have been working through these with the Support & Development team.

Dani M.

Verified reviewer

Facilities Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2021

Continuously Improving

The app allows our technicians to complete their reports whilst onsite which ensures the report data's reliability and ensures that our customers receive their reports before our team has even left the site. Liaising closely with the Formitize team during our initial set up allowed them to better understand our company needs and they were then keen to adapt sections of the software to better suit our reporting needs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Formitize is constantly evolving. The team are helpful and willing to incorporate any requested changes to the current set up, which opens the software up to so many new function options going forward. We love that we are able to create and fully customise our own reports using the Form builder section of Formitize.

Cons:

Support ticketing system is a little hard to keep track of, but the team are always very friendly and helpful whenever they need to be contacted about a current support ticket.

Reasons for switching to Formitize

Mobile app for reporting and keeping all reporting types etc in the one program

Bogdan K.

Verified reviewer

Chemicals

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Why you should choose formitize

Formitize is great and we have been using it for 7 plus years. Sadly we never set it up properly in the beginning or kept up with all the great features that they have implemented over those years. Taking the time to understand the program and all its features has allowed us to integrate about 5 different programs we were using, about 25 different spreadsheets as well as other processes. I wish I had invested the time to properly use this software in the beginning and with each new feature that was released earlier. If you are unsure feel free to contact me directly

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to completely customise the forms we use and automate so many processes and use the CRM function and interact with clients.

Cons:

That the scheduler does not allow us to schedule something on the 2nd Tuesday of the month every month for example however we have been advised that this will be available in the next version due out shortly.

Reasons for choosing Formitize

We chose to invest the time to understand ALL its capabilities as we were using maybe only 5% of its functionality before from an office perspective. The main reason we chose formitize is for their customisable forms and their amazing customer service. Our business requires specific forms which are not only great for the office but more importantly easy and quick to use for our staff out on the road and that also look great for our clients

Leonard B.

Verified reviewer

Construction

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2022

Brilliant

Brilliant and the Team at formitize BRILLIANT.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User friendly easy to understand and the resources available makes it easier to navigate through the system. Tech support that is available is second to nun.

Cons:

No computer APP for your screen shortcut

Reasons for choosing Formitize

Price and efficiency.

Reasons for switching to Formitize

Allot easier to understand.

Vendor Response

Thank you Leonard for taking the time to post a review about us, we really appreciate it and we are happy to hear that you are satisfied with our services! Your Client Success Manager will give you a call to discuss your feedback regarding the app.

Replied August 2022

Andrew M.

Verified reviewer

Construction

Self-Employed

Used daily for more than 2 years

Reviewed September 2023

Why I recommend Formatize

Overall, my experience with Formatize was positive with ease of use, particularly with my lack of computer skills

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Most of all, I found Formatize easy to navigate and use. With the work that I do, I have quite a lot of clients, so finding their information and contact details is simple.

Cons:

On the rare occasion when Formatize is inaccessible due to online issues, that can be frustrating.

Vendor Response

Hi Andrew. Thank you so much for leaving us a great review, we really appreciate it. It's fantastic to hear that you find the CRM-module easy to navigate and use. Did you know that Formitize has an offline mode? I will include a link to our Help Desk so you can read more about how it works. https://support.formitize.com/support/solutions/articles/4000185114-how-does-offline-mode-work-

Replied September 2023

Showing 1 - 10 of 47 Reviews

See All Reviews