This product saves us so much time in that regard. The customisation of the forms is brilliant and the ease of use makes record keeping so much more efficient.

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

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.

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

One of the great assets of Formitize is the helps you define your business processes.

We need strong record keeping on the go and in the field.

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.

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.

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.

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.

Formitize - Difficult to implement, bad customer service.

This make it really easy to look through the history of a customer or asset. It’s very customisable not only from the layout of the forms but to the automated communication to the customers.

Formitize saving us time and money with new solutions.

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

Lack of personal contact in the initial stages of training. This has now been rectified with their new training options.

The team at Formitize are a pleasure to deal with and genuinely care about meeting the customer's needs.

Has the capability of being great, just is not there yet. If all features worked to the advertised product then it would be a positive review.

Very professional and pleasant easy I enjoyed.

We love that we are able to create and fully customise our own reports using the Form builder section of Formitize.

We love that we can build a client/data base that will assist us when we are ready to sell down the track.

This product is easy to use with fast response to help when needed.

We like that it makes us more professional to our clients by sending reminders and reports automatically to them.

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.

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.

The forms that are linked to the customers, jobs and assets.

I love the fact that it is very reasonably priced. I love the fact that they are Australian owned and run and I love the fact that they are just around the corner from me.

Support team is absolutely amazing. I can't even begin to explain how good support team has been with me as a new Dealer and user of Formitize.

Ease of use and creating forms to make business paperless. Ultimately Formitize will assist me to standardize my products offerings.

We are a very accountable organisation working in a high risk counter terrorism sector.

Streamlining manual data entry into a automated, user friendly process that lets us track all divisions of daily business with live reporting.

Still undecided as to whether to continue with the program.

Scheduling and mapping are excellent. Great integration with Quickbooks.

No more squinting and trying to read your technicians chicken scratches which is suppose to pass as handwriting. Has fantastic search query ability.

User friendly and makes scheduling very easy. You cannot go wrong using this software and your company will profit.

I would consider it the best program for a service company. It's easy to use and cuts down on office time and man hours in the field, which in turn makes you more money with your existing customers.

Hindsite is a great company with a great product.

The only way to take payment was to go back to the web browser and sync the program to quickbooks for my invoice to show. This is a huge waste of time and extra steps.

I like the ease of scheduling and all the features/notes in the clients data.

Not cloud or web-based: lose power at the office, and the mobile techs can be at a loss.

The support staff is phenomenal, they are always helpful and informative, and are never afraid to admit if they need help from a superior.

Their help department is the best, if I call to get their help, I know that I will not have to call back.

Our landscaping company was restricted from growing due to our systems.

It is truly a complete solution for project management. The product also comes with excellent customer support and a free training session.

I really like the functionality and how it syncs with QuickBooks and have a staff of amazing helpful people.

Also if the tech is running ahead or behind of schedule there is real time updates and then can be adjusted saving tons of time and definitely money.

Reports are on the weak side and marketing aspects could be stronger.

Invoices from the field back to the office in real time. Has great lightning fast connection with quickbooks software.

Very user friendly and you can work toward a paperless office.

So if office loses power or internet, all your techs can be at a loss. We have been asking them for years when will this change.

The company has made the mistake a few times of releasing updates that have a ton of bugs and have caused a lot of grief and cost us money.

Great product for service companies. People are very nice and they are responsive.

The ease of scheduling and ability to customize to your own specific requirements is great, and the integration with QuickBooks makes invoicing mostly a breeze.

Helpful customer service. Can build it to work for you.

The HindSite Solution has been a wonderful addition to our company. With the ease of invoicing and scheduling, it has made an overwhelming improvement to our bottom line.

US Dollar

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.

LongDescription

Employee Management

Purchase Order Management

Electronic Payments

Status Tracking

Barcode/Ticket Scanning

Payment Processing

Real-time Scheduling

Mobile Alerts

Time Tracking

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

SMS Messaging

Dispatch Management

Job Costing

Contract/License Management

Task Scheduling

Electronic Signature

Group Scheduling

Confirmation/Reminders

Credit Card Processing

Invoice Management

Attendance Management

Attendance Tracking

Timesheet Management

Customer Database

Recurring Appointments

Job Management

Calendar Management

Customizable Fields

Geographic Maps

Scheduling

Data Import/Export

Mobile Signature Capture

Multi-Location

Self Service Portal

QuickBooks Integration

Technician Management

Booking Management

File Storage

Pesticide Usage Tracking

Mobile Access

Fixed Asset Management

Inventory Tracking

Real Time Data

Fleet Management

Groundskeeping Management

Routing

Historical Reporting

Resource Scheduling

Pest Activity Tracking

Client Portal

Preventive Maintenance

Event Scheduling

Real-Time Notifications

Service History

For HVAC Companies

Workflow Management

Real-Time Updates

Email Management

Residential Properties

Asset Tracking

Activity Dashboard

Inspection Management

Alerts/Notifications

Online Booking

Equipment Maintenance

Reporting & Statistics

Reminders

Time & Expense Tracking

Automated Scheduling

Estimating

For Pest Control Companies

Work Order Management

Customizable Templates

Property Layouts

Mobile App

Job Scheduling

Billing & Invoicing

Accounting Integration

Real Time Reporting

Customizable Branding

Irrigation Tracking

Asset Lifecycle Management

Facility Scheduling

Inventory Control

Reporting/Analytics

Commercial Properties

Contact Database

Employee Scheduling

Online Time Clock

Payroll Management

Equipment Tracking

Customizable Forms

Appointment Management

Payment Collection in the Field

Other pricing options available based on usage type and user volumes.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Formitize

In Person

Live Online

Webinars

Documentation

Videos

The HindSite Solution is a field service management solution designed to help small and midsize employees manage their field workforce. features of this solution include work order management, time and material tracking, contact management, billing and invoicing.


This solution helps field workers to collect field data and report incidents to back office. Work orders can be downloaded on laptops and mobile devices. It provides driving directions, records any materials used and collects and automates time records. The solution can also capture signatures and attach photos to work orders. The field technicians can also calculate and print bills in the field.


The data is sent to the office, where incomplete jobs can be rescheduled and work can be invoiced using a certified Quickbooks interface. The solution is installed on-premises and offers monthly subscription-based pricing. It is suitable for wide range of service businesses including, cleaning, plumbing, electrical, HVAC and repairing.



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