Key Takeaways:
- Xero Add Ons
- Getting things done on site
- Paperless Forms
- Resources (Document Management)
- Job Management
- Job Scheduling
- CRM – Customer Management Inefficiencies
- Web Forms
Kim says, “Formitize customer service is very responsive. The support and Customer service teams are always very helpful. I give them 10 out of 10!”
Kim adds, “I looked at so many of the add-on apps for Xero. I have used Simpro before and wanted to steer clear of something that complicated.”
Kim shares, “I like Formitize features for ease of use, document storage, mobile forms, and the option to use only parts of the software but still customised to your own business.”
Kim shares this testimonial:
“I carried out a lot of research and comparisons prior to subscribing to Formitize. Because my industry is highly regulated, I needed a software program to allow storage of sensitive documents and ability to complete forms and obtain signatures while in the field.”
“Formitize has everything I was looking for, and more. I was able to put it to work immediately as it is comprehensive yet easy to customise. With the view of having agents in the field, I needed something that anyone could understand. This program is the whole package minus the confusion. Support staff have been amazing and the tutorial videos are very helpful. I would recommend Formitize to any business.”
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