Mobile Payments

Take debit and credit cards payments instantly without leaving the App.

• * Take instant credit card payments without leaving the app
• * Fully secure & compliant card detail management
• * Integrate payment amounts straight into form
• * Save money on separate card payment processors

The fully integrated mobile payment gateway enables users to collect credit card payments instantly, onsite without leaving the app. When you complete the invoice within Formitize, the card payment window appears. No more delays in getting paid with instant payment. The process is completely secure and compliant ensuring that all privacy standards are maintained and personal details are managed correctly. Accepted cards include Visa, MasterCard and American Express, right out of the box.

Benefit: Improve cashflow by securely taking instant payments onsite without leaving the app.

Notifications & Route

Instant notifications with route guidance to the job location

• * Users receive Job Notification alert for new jobs
• * Job contains Job Details and all Forms required for the Job
• * Includes GPS route guidance from current location to site
• * Real-time updates on Job progress

No more paper run sheets, lost details or mistakes with the integrated Job Notifications solution. Users are automatically updated with Job Notifications with all job related details included. The Job includes GPS location and route guidance from the User’s current location to job site location. Jobs are ordered chronologically and all required details are visible on one screen. All forms for the job are included and the status of the job is updated in real-time giving management great visibility on the status of all jobs from Assigned to Accepted to Complete or Overdue.

Benefit: Paperless Run Sheets with GPS routing improve operations and visibility

Resource eLibrary

• * Upload documents to the portal and everyone has access
• * All of your documents in one centrally managed location
• * Perfect for Safety, MSDS, Procedures, Policies, Catalogs & more
• * Full Version Control with integrated Document Expiry Notifications

The perfect document control system to ensure that everybody in the business has access to the right documentation (and only the latest versions!) Upload a document to your Management Portal and both office and mobile staff will have instant access. Simply name your own folders, upload your documents, set expiry dates and your fully integrated document management system is live. You control who can view the documents. No more bulky folders being carried around, no more old document versions. If a new price list, product list or catalog is released, simply update the e-Library and everybody instantly has access only to the new versions.
The eLibrary includes a notification to advise the administrator when a document such as a Material Safety Data Sheet is approaching its expiry date to ensure compliance.

Benefit: Everybody has access to the latest versions of documents at all times.

Lookup Databases

• * Save time & reduce errors by linking forms to you data tables
• * Upload existing databases that can be accessed in your forms
• * Perfect for Parts & Products Lists, Site Locations, Assets, Pricing & more
• * Integrates seamlessly with Barcode & QR Code reader

By linking your forms to your databases you can save huge amounts of time and reduce data entry errors. For example, simply enter product details or scan a barcode in the form and all related product information will automatically populate the fields of your form - fields such as product code, price, description, product notes and more. As an Asset Management tool you can scan products as they are being checked or used and your Asset Database can be automatically adjusted providing a powerful stock and asset management solution.

Benefit: Save time and improve accuracy by linking databases to your forms

Advanced Drawing

Fully integrated advanced drawing tool makes life so much easier

• * Simply import photos and draw on them
• * Import floor plans, or sitemaps and draw on them
• * Five layers including Background, Grid, Content, Text and Legend
• * Drag and Drop legend icons onto your drawing.

The Advanced Drawing tool is fully integrated and saves so much time. Import photos, diagrams, site maps, floor plans or any image and instantly be able to draw, sketch and make comments straight onto the image. Also included is a powerful legend icon feature - simply drag and drop icons onto the floor plan to show work done or as a quoting tool. In addition to site maps and plans, the image background has many other applications from vehicle diagrams for damage checks to body diagrams for safety related pain location - the applications are endless.

Benefit: A picture tells a thousand words - drawing on images saves time and adds great value

Cloud Scheduler

Schedule your People & Assets for one off and recurring jobs

• * Simple calendar layout with drag and drop job creation
• * Manage your People and your Assets and combine to jobs
• * Live monitoring on Job Status and GPS location
• * View in Calendar, Data Row or Map View

From simple one off jobs to complex recurring job profiles such as maintenance contracts, you can plan and schedule both your People and your Assets from anywhere with the Cloud Scheduler. Create a job with a simple drag and drop on the calendar and assign to a user. The User receives a Job Notification alert which includes route guidance from current location to job site. Watch as the status of the jobs update in real-time providing management with awesome visibility of job progress. View all the jobs in Calendar, Data or GPS Map modes to give different views of job locations and data. Unassigned Jobs populate on the right of the scheduler to then be simply dragged and dropped onto the Calendar to auto-assign and dispatch.

Benefit: Improve your efficiency with this simple to use, scheduler to manage your people and assets.