Formitize
By Formitize
All-in-one platform: Users praise Formitize for consolidating CRM, forms, job scheduling, invoicing, and safety tools in a single solution, reducing the need for multiple apps.
Customizable smart forms: The platform’s form builder allows businesses to digitize paperwork and automate data collection efficiently, saving time and improving accuracy.
Xero integration: Many users highlight seamless integration with Xero, improving accounting workflows and keeping information synchronized.
Mobile app utility: Field teams find the mobile app helpful for real-time information, record-keeping, and managing jobs on the go.
Good customer support (some experiences): A notable segment of users describe the Formitize team as responsive, helpful, and supportive during onboarding and troubleshooting.
Boosts productivity and professionalism: Reviews consistently mention that Formitize streamlines workflows, reduces paperwork, and presents a professional image to clients.
Scalable and flexible: Users from various business sizes appreciate that the platform scales from sole traders to enterprise needs.
Complex implementation: Some reviewers find the initial setup and customization, especially with forms, complicated and time-consuming. Training resources may be insufficient for certain needs.
Inconsistent customer service: While some praise support, others complain about lack of real-time assistance, overly ticket-based/email support, and difficulty resolving advanced issues by phone.
App performance and bugs: Users report occasional issues with mobile app stability—slow uploads, crashes, and UI quirks when handling large files or complex tasks.
Feature gaps for some workflows: Specific criticisms include lack of advanced customization for forms, workflow friction, and limitations in payment processing options (e.g., Stripe only).
