Formitize

Brilliant

Puntos a favor:

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.

Contras:

Nothing I disliked about this software.

Formitize makes work request management and payment claims, easy!

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

Puntos a favor:

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.

Contras:

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

Formitize - Difficult to implement, bad customer service

Comentarios: 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.

Puntos a favor:

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

Contras:

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.

Formitize Review

Comentarios: 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

Puntos a favor:

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

Contras:

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

Make your business Saleable

Puntos a favor:

We like that it makes us more professional to our clients by sending reminders and reports automatically to them. No more missed opportunities and our clients no longer have to wait for office staff to type up reports. We love that we can build a client/data base that will assist us when we are ready to sell down the track.

Contras:

Understanding where to find things, I am only a new user though.