Formitize

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Formitize Save time, reduce costly mistakes and scale your business with our all-in-one business platform. Use all the Modules or just the ones you need.

Powering thousands of businesses all over the world with modules including Smart Forms, Webforms, Job Management, Quoting & Invoicing, Health & Safety, Document Management, Asset Management, Proposals, Pipeline and a complete CRM. Smart, mobile and paperless. Formitize - Innovating Smarter Business.

💡 Did you know?If you're applying the same filters every day, there's an easier way.Views allow you to save filters that...
13/10/2026

💡 Did you know?

If you're applying the same filters every day, there's an easier way.

Views allow you to save filters that you’ve applied, giving you one-click access to the information you use most often.

Small feature. Big time saver.

Five filters deep and still not the right list? Type what you want to see and AI Search applies the matching filters for...
13/10/2026

Five filters deep and still not the right list? Type what you want to see and AI Search applies the matching filters for you.
Review the results, refine or save them as a view. Available now in the Formitize web portal.
Link in the comments 👇

📌 Important notes getting buried as new ones are added?With Pinned Notes, you can now keep important customer and locati...
30/09/2026

📌 Important notes getting buried as new ones are added?

With Pinned Notes, you can now keep important customer and location information at the top, so your team can find what they need faster.

Whether it’s site access instructions, customer preferences or important location details, pinning helps keep key information front and centre.

Quick benefits:
• Find important information faster
• Keep priority notes easy to access
• Reduce time spent searching through note history
• Help your team stay across key customer and location details

Check out Pinned Notes in Formitize and let us know how you’ll be using them!

22/09/2026

Spend less time setting things up from scratch with Formitize AI.

Using simple prompts, Formitize AI can help generate:
✅ Form Templates
✅ Job Type Templates
✅ Dashboards

It gives you a starting point that you can review and customise to suit your business,helping reduce setup time and making it easier to bring new ideas to life.

Watch the video to see Formitize AI in action, then log in to the Formitize Web Portal and give it a try.

22/09/2026

Want the information that matters most to your business available in one place?

Meet Formitize Dashboards.

Customise your Formitize homescreen with the widgets, data and quick actions most relevant to each user or team.

✅ Create dashboards for different roles
✅ Keep important data and actions together
✅ Make everyday tasks easier to access
✅ Give users a more personalised experience

Watch the video to see Dashboards in action, then log in to the Formitize Web Portal and start customising your experience.

💡 Did you know?Building a new form doesn't always mean starting from scratch.Simply clone an existing form template, cus...
21/09/2026

💡 Did you know?

Building a new form doesn't always mean starting from scratch.

Simply clone an existing form template, customise it to suit your needs and you'll be ready to go in minutes.

A simple feature that can save hours of setup time.

Ever wondered why an action didn’t happen after submitting a form? 🤔Now, it’s much easier to find out.What’s New: Action...
18/09/2026

Ever wondered why an action didn’t happen after submitting a form? 🤔
Now, it’s much easier to find out.

What’s New: Action Logs
Action Logs give you a clear view of what happens after a form is submitted. See which actions were processed, which were skipped, and when they occurred.

Why It Matters
No more guessing when something doesn’t happen as expected. If an action is skipped, Action Logs provide information to help you understand why and troubleshoot faster.

Quick Benefits
- See processed and skipped actions at a glance
- Understand why an action was skipped
- Troubleshoot issues faster
- Have greater confidence in your form workflows

Explore Action Logs in the Formitize Web Portal and let us know what you think! 😊

💡 Did you know?Typing isn't the only way to complete a form.With Voice-to-Text, you can simply speak your responses and ...
17/09/2026

💡 Did you know?

Typing isn't the only way to complete a form.

With Voice-to-Text, you can simply speak your responses and let Formitize convert them into text, helping you complete forms faster while keeping your hands free.

Less typing. More doing.

10/09/2026

Quick questions. Real answers.

We put the Formitize team on the spot to see what they had to say 👀🎤

Looks like Interactive Dashboards was a team favourite! 😂

What would your answer be? Let us know below 👇

Address

Unit 3, 11 Rodeo Road
Gregory Hills, NSW
2557

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