Formitize
By Formitize
Formitize offers a suite of features designed to help organizations streamline workflows, go paperless, and manage all business processes in one platform. The core includes fully customizable smart forms that digitize paperwork and automate data collection with built-in logic, multimedia capture, and compliance controls. Its powerful job management module enables real-time scheduling, assignment, GPS tracking, offline access, and end-to-end field team coordination via desktop and mobile. The integrated CRM centralizes client records, communications, and sales pipeline management, while workflow automation links tasks, reminders, and approvals for seamless operations. Formitize supports invoicing, quoting, and mobile payments—including Apple Pay, Google Pay, and Stripe—to accelerate billing cycles. The platform also provides document management, safety compliance tools, electronic signature capture, reporting and analytics, automated notifications, resource allocation, and deep integrations with leading software like Xero and QuickBooks. Everything is cloud-connected to deliver up-to-date information to the right users, anywhere, at any time.
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