Formitize Feature: How Formitize Automated Assistants Will Transform Your Business

As a business owner, have you ever been overwhelmed with all the work that you need to assign and monitor? Are you searching for a better way to manage your mobile workforce and their jobs? If you answered yes to these questions, then you’ve come to the right place. Formitize can help you enhance all of your workflows and increase productivity.


Did you know that using Formitize is like having a whole new team working for you? Formitize sends out reminders on the status of jobs, as well as future appointments. Formitize also enables you to follow up on quotes and estimates, chase outstanding invoices and more. Everything is done professionally and automatically, guaranteed to impress your customers.


Introducing the Formitize Auto Assistants:


  1. Scheduling Assistant


Scheduling Assistant will send Automated Reminders to your clients by letter, email, and SMS to ensure future appointments are never missed. It will then follow up on completed jobs with automated communications such as Confirmations, Surveys, and Referrals.


  1. Accounts Assistant


Accounts Assistant will follow up on your Quotes and Estimates for you at exactly the right time with the right message by email and or SMS to ensure nothing is missed and will then follow up on Outstanding Invoices for you at designated times and with customised wording to suit you.


  1. Sales Assistant


The Sales Assistant will help you engage with every new lead or enquiry. Customise your Sales Pipeline and trigger automated follow up messages by Email, SMS, and letter to help you convert more business automatically!


  1. Customer Service Assistant


The Customer Service Assistant will keep both you and your customers up to date with Automated Job Status Updates. Notifications, SMS, Emails and Internal Tasks can be triggered as each job reaches different stages and all beautifully automated.


Keep in touch with your customers using Formitize Automated Assistants so you never miss out again!


Would you like to explore the many ways Formitize Auto Assistants can revolutionize your business? Start your Free 30-day Trial Today!


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