Everything you need to run your Paperless business
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Safety First
Job Forms
Time Tracker
Quotes & Invoices
Expenses
Safety First
Powerful, integrated & fully customizeable Safety First solution
- * Simple safety checklists through to comprehensive Risk Assessments
- * Perfect for Pre-Starts, Toolbox Talks, Safe Work Method Statements & more.
- * Safety Forms can be completely customized for your business
- * Tagged Photos, On-Screen Signatures, Time Date & GPS Stamped.
Job Safety is one of the keys to a successful operation and now this revolutionary module ensures it is easier than ever to monitor the safety processes of your business. The Safety First module can be as simple as a quick checklist before starting a job right through to comprehensive Risk Assessments and Incident / Near Miss Report. The forms used can be completely customized to suit your business - the flexibility is very powerful. Management have visibility on the status of all job related safety processes. Notifications can be set up to remind field users and management if forms have not been completed by specified times and all records are archived for instant access and review.
Benefit: Keep your team safe and impress everyone with your safety program.
Job Forms
Fully customizable job forms to suit your business perfectly
- * Use our ready to go industry templates, or
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- * Build your own forms using the intuitive drag and drop Form Builder, or
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- * Send us your form and we will formitize it for you
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- * More than 20 amazing features to collect information
As a global leader in mobile forms, Formitize includes a feature rich library of tools you can add to your forms to collect more information effortlessly. From a one page Job Record to a sixty page Inspection Report enabling different forms to be associated to a Job for completion. The forms can be added during the Job Setup, or can be added manually on the job. Use the pre-built industry forms or build your own using the drag and drop form builder or send us your form and we will build it for you. Real-time status of each form is always available giving management amazing visibility of progress.Whatever forms are needed for your business, we will have a solution.
Benefit: Your Job Forms can be customized to suit your business perfectly.
Time Tracker
Simple to use, real-time reporting based Timesheet solution.
- * Record hours in real-time for one or more people
- * Link your cost & charge rates to a Job or Invoice
- * Instant reports for Payroll
- * Integrate with accounting solutions such as Xero
Time sheets are a challenge for so many businesses. Timesheets can be added as either as a separate form or linked to Job Forms and will transform your business and provide visibility that just hasn’t been possible before. Record hours for one or more people using the Timesheets. You can link cost and charge rates to be applied to invoices or use the solution to generate timesheets for the individual or teams - all fully integrated. Full flexibility on charge types and rates is available and beautiful integration to accounting systems such as Xero.
Benefit: Time tracking reduces all the delays and errors of paper timesheets
Quotes & Invoices
Integrated, Smart Invoicing & Quoting will change your business.
- * Fully Customizable Quotes & Invoices
- * Instant invoicing improves cash flow
- * Take instant mobile payments in the App
- * Integrate beautifully with your Accounting Software
Create a fully customizable Quote or Invoice that can be emailed as PDF straight to the client. Professionally designed and linked to your product or services list to save time and improve accuracy. The integrated Mobile Payment Gateway is also available enabling you to take payment instantly onsite without leaving the App. All elements can be fully integrated into existing accounting systems such as Xero.
Benefit: Simple to use, fully integrated quoting and invoicing improves efficiency
Expenses
Recording and monitoring expenses has never been so easy.
- * Simple recording of all expenses
- * Tag to a Job or to the business
- * Take instant photo of receipt
- * Real-time visibility of all job related expenses
Record all job related costs with ease. Attach supplier details, sub-contractors expenses, job purchases and more with tax details and take a photo of the receipt to be retained against the job. Management have great visibility of all Job related expenses as they are being added. Every expense instantly collected, assigned and recorded. All details can also be integrated with your accounting systems such as Xero - your accountant is going to love you!
Benefit: Easy to use, with all expenses easily recorded for the business or job in just seconds.
Reporting
Professional reporting that will impress everybody.
- * Send instant professional reports to clients and staff
- * Real-time reporting on all aspects of your business
- * Super useful stats on your business provides incredible visibility
- * Impress clients, staff and suppliers with incredible reports.
Instantly generated and professionally styled PDF reports will impress your clients, staff and suppliers. Your invoices, quotations, work forms and safety reports are all delivered with a consistent, professional look. Reporting also includes real-time visibility and statistics on every element of your business from your phone, tablet or desktop and with full API integration, other systems you use can be automatically updated.
Benefit: Give a great first impression with professional, impressive & real-time reporting