Famous for Incredible Support
Your dedicated Client Success Manager will be there with you throughout your journey.
We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.
Integrated Card Payments
Create an Invoice in the field and get paid instantly.
Cash is King! Let's get you paid faster.
So many things can go wrong when trying to get paid such as lost invoices, cheque in the mail, disputes. Let’s put an end to it forever.
Create an Invoice in seconds
Create a new invoice in seconds either through your desktop Management Portal or via the App. Access line items, tax rates and everything you need to quickly generate perfect invoices and instantly email to clients with open tracking.
Record Payment Method
Record the invoice method of payment such as Cash, Cheque or Card Payment. Either use your own credit card process and just record the payment in Formitize, or use our integrated card payment gateway for instant payment.
Take Card Payment
Fully integrated Stripe card payment gateway enables you to take card payments there and then without leaving the page, either in the office or in the field – all fully secured and completely integrated.
Send Paid Invoice Receipt
If payment is taken, a Paid Invoice Receipt is automatically generated and can be instantly emailed to the client as receipt of payment customised with your logo, contacts details and colors.
Accounts Updated Automatically
Use the stand alone Formitize accounting module or integrate with your existing accounting solution including Xero, Quickbooks or MYOB – everything updated beautifully to ensure all your accounts are up to date, all the time.
Money in the Bank
Taking immediate payment there and then, in the office or in the field has so many benefits – improved cash flow, reduced administration, simple reconciliation and accounting. (And there are any outstanding invoices, your Accounts Assistant can automatically chase them up for you!)
About Stripe
Stripe is a trusted global card payment gateway that has been fully integrated into the Formitize platform. For associated pricing, please see Stripe.com
App or Management Portal
The card payment options are all available both in the office via the Management Portal and in the field via the App. Take payment anytime, anywhere.
Just Invoicing OR a Complete Business Solution
You can just use the invoicing for your business or you can benefit from all the other included business solutions.
CRM Client Database
All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.
Safety First
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .
Scheduler & Job Management
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date
Quotes, Invoices & Expenses
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Document Management
Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.
Lead Sales Pipeline & Tasks
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.