The Management Portal

One Central Hub to Manage your Business from Anywhere in the World

Cloud based, Secure and Everything in One Place.

The Management Portal is the centre of your business operations and being cloud based,
you can access from anywhere.

formitize dashboard

Cloud Storage

No more worrying about monitoring servers, downloading software, managing old versions or data loss. Everything backed up and accessible from anywhere in the world, any time.

Cloud based management portal with Formitize
Secure management Portal in Formitize

Secure

Trusted by state and federal government agencies and many of the world’s largest corporations, we take data security very seriously. High speed global architecture with additional Secure National Restricted Data Hosting (NRDH) also available in Australia, Brazil, Canada, China, Germany, Hong Kong, India, Japan, Netherlands, Singapore, United Kingdom and United States.

Everything Archived and Safe

No more archive boxes, storage cabinets or paper folders. Now your forms, documents, uploads and job files are all in one central location to search and view with ease. Everthing to hand in seconds and all beautifully backed up.

Data is archived and safe in Formitize Management Portal
Your data is your data in Formitize Management Portal

Your Data is Your Data

Let their be no doubt, your data is your data – period. We value your security and the security of your data as the highest priority. You can also export your PDF and CSV data files at any time and store them separately if you choose – it’s your data.

Form Management

The Management Portal contains your Form Management module. Build your own forms, view and edit existing forms, monitor form usage and history and setup form workflows all from your portal.

Job Management in the Formitize Portal

Job Management

Schedule, Dispatch and Monitor in real time the status of all of your jobs. The Management Portal includes the complete Job Management solution and as a cloud service, you can adjust schedules and track from anywhere in the world.

User Management

Setup new users in seconds with customisable User Groups to separate your team into their different groups. Assign different permissions to different Users and User Groups to control visibility, access and options to the different modules.

User Management in Formitize Portal

Reporting

The CSV reporting tool enables you to quickly and easily generate reports on any field in any form in seconds with no programming knowledge. Suddenly every question to every form is available to report on and if you build a report that you think you will use again, simply save it as a template to save even more time.

Just Forms 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.

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.

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