Smart Job Management

Schedule, Manage and View your mobile workforce jobs in one integrated solution.

Super Simple Scheduling!

Drag and Drop to create single or recurring jobs in seconds with real-time dashboard

Formitize Job scheduler

Job Visibility & Automation

Save time, improve efficiencies and use smart automation to reduce your manual processes.

Job Assigned Notifications

Jobs can be set up as one off or recurring. Automated job notifications advise users that a new job has been assigned to them.

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 .

Job Status Updates

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

Quote, Invoice & Take payment

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.

Customised Job Forms

Job forms attached to a job can be completely customised using the form builder to collect exactly the information your business needs.

Future Appointment Reminders

Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.

Schedule from Desktop or App

Create single or recurring jobs from the desktop or app. Assign to one or more users and monitor the job status in real time as it moves through job stages. Save time with Job Type templates and customise the colours and layout to suit your business.

schedule from desktop or app with Formitize
Slide LEft and Right for extra functionality in formitize App

Accept, Reject or Re-Schedule

Enable mobile users to Accept, Reject or Re-schedule the job to another time. Queue feature also available to make the job available to multiple users on a first accept basis – perfect for emergency or subcontractor allocation.

Route Guidance & Travel Records

Automated route guidance from current location to job location. Track travel time, travel breaks and arrival times automatically. Job History provides a full record of all events throughout the job.

Route Guidance and Travel Records on Formitize app

Late Notification & Travel Logging

In “On Route” mode, if the field user is running late for an appointment, one click to send a Late Notification by call or SMS keeping the client fully updated. 

Job Status Updates

Your clients will love the new level of communication you provide and it’s all completely automated.As the job moves through different stages automated SMS, Emails and Notifications trigger keeping everyone updated. Fully customisable and very powerful.

Automatic Job Status Updates with Formitize Illustration
safety first phone image in formitize animated

Safety First

You have the option to prevent field users accessing the job until the Safety First forms have been completed. So safety forms can be viewed back in the office before the job even starts. Customisable Safety First forms for all job types can be automatically attached to jobs. 

Custom Job Forms

Use the drag and drop form builder to customise the job forms you use to perfectly suit your business. Unlimited Job forms for different job types or services from simple checklists to complex reports.

attach forms to jobs in Formitize phone image

Quote, Invoice & Take Payment

Integrated Quotes and Invoices can be attached to Jobs. Invoices can be created or adjusted from the App with automated mobile card payments. Add photos, signatures and attachments with ease.

Appointment Reminders

Never miss a future appointment again. Automated reminders sent by email, SMS, letter or notification at staged times before the appointment keeps everyone updated. Different messages at different times using different platforms to ensure future appointments are won.

Real-Time Dashboard

View the real-time status of all jobs in the office from the Jobs Dashboard. View in List, Scheduler or Map view and see the current status of all jobs – both one off and recurring!

Formitize- Real Time Dashboard

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.

Just Jobs OR a Complete Business Solution

You can just use the forms 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

warehouse ipad worker
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.

Don't wait another second, let's get you paperless today!