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Description

Formitize is used by thousands of businesses worldwide every day to manage a variety of business activities. They have a deep understanding of Formitize. We give them the opportunity to share their experiences with Formitize. You can transform your business to paperless with instant templates from FormBank, or you can use the drag-and-drop Form Builder to create the perfect forms for you business. Amazing visibility, automatic reminders & updates, and so many other features to streamline your job management. It is time to make your safety and health forms and processes paperless. No more lugging around outdated information in folders. Everybody has the latest version at their fingertips, every time.

Description

Enhance your forms with more than 35 unique elements, allowing you to compile lists, annotate images, track GPS locations, and much more. Even when offline, you can download your forms to gather data wherever you are, with automatic syncing once you regain connectivity. Increase efficiency by creating custom integrations that streamline data processing, link with various applications, and effortlessly manage your iFormBuilder account. Challenge the norms of mobile data collection using JavaScript-driven formulas, skip logic features, and robust data validation techniques. The possibilities are endless, limited only by your creativity! Safeguard your information through device passwords, encryption methods, and secure environments. iFormBuilder adheres to stringent standards including GDPR, HIPAA, FISMA, and ISO 9001, ensuring it meets diverse project requirements. With over ten years of hands-on experience, we’ve dedicated ourselves to assisting teams of all sizes in achieving their enterprise objectives. Zerion’s flagship platform, iFormBuilder, serves as the ideal foundation for teams aiming to address challenges in the field, particularly concerning inspections and data collection. Our commitment to innovation and customer satisfaction sets us apart in the industry.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Zapier Yes 
Formstack No 
MYOB AccountRight Yes 
Mailchimp Yes 
QuickBooks Online Yes 
Stackreaction No 
Wufoo No 
Xero Yes 

Integrations

Zapier Yes 
Formstack Yes 
MYOB AccountRight No 
Mailchimp No 
QuickBooks Online No 
Stackreaction Yes 
Wufoo Yes 
Xero No 

Pricing Details

$29.99 per user pm
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Formitize

Founded

2012

Country

Australia

Website

formitize.com/en/

Vendor Details

Company Name

Zerion Software

Founded

2003

Country

United States

Website

www.zerionsoftware.com

Product Features

Building Maintenance

Asset Tracking Yes 
Commercial Properties Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Management Yes 
Job Costing Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Residential Properties Yes 
Routing Yes 
Scheduling Yes 
Work Order Management Yes 

Cleaning Services

Billing & Invoicing Yes 
Client Management Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access Yes 
Payroll Management Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Landscape Management

Billing & Invoicing Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Groundskeeping Yes 
Inventory Control Yes 
Irrigation Tracking Yes 
Job Management Yes 
Landscape Design No 
Mobile Access Yes 
Payroll Management Yes 
Plant Database Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling & Appointments Yes 
Work Order Management Yes 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing Yes 
Calibration Management Yes 
Dispatch Management Yes 
Inventory Control Yes 
Inventory Management Yes 
Key & Lock Management Yes 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Pest Control

Billing & Invoicing Yes 
Customer Service History Yes 
Dispatch Management Yes 
Fleet Management Yes 
Inventory Control Yes 
Mobile Access Yes 
Pest Activity Tracking Yes 
Pesticide Usage Tracking Yes 
Property Layouts Yes 
Quotes / Estimates Yes 
Scheduling Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling Yes 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location Yes 
Online Scheduling Yes 
Payment Processing Yes 
Real-time Scheduling Yes 
Reservations Yes 
Resource Scheduling Yes 
Room Booking Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
For Builders Yes 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC Yes 
For Plumbers Yes 
For Roofers Yes 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking Yes 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock Yes 
Work Order Management No 

Forms Automation

Approval Process Control No 
Archiving & Retention Yes 
Collaboration No 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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