Famous for Incredible Support
Your dedicated Client Success Manager will be there with you throughout your journey.
We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.
Franchise Solutions
Revolutionise your franchise operation with powerful business solutions.
Powerful, Flexible Franchise Business Solutions
Franchises operate in many different markets and range dramatically in size and structure. Whatever your size or sector, we're ready to help.
Complete Franchise Solutions
Everything you and your franchisees need to run your business from your mobile phone or tablet
CRM Client Database
All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.
Safety First
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .
Scheduler & Job Management
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date
Quotes, Invoices & Expenses
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Document Management
Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.
Lead Sales Pipeline & Tasks
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.
Australia's Largest
Jim’s Group is one of the world’s largest franchise groups with nearly four thousand franchisees across more than forty business divisions. Formitize provides the complete franchise business solution.
“After years of trying to develop our own system and careful study of a number of alternatives, we chose Formitize as the ideal system for our
Franchisees. So far, the reaction has been universally positive. Our people find it easy to use and a great productivity tool, and it's improving all the time. Matt and his staff have been universally
helpful. I would recommend Formitize to anyone”.
Global Applications
Wherever your franchisees are based, anywhere in the world, they can be setup and fully operational in minutes. Automation, consistent format, integrated reporting and real-time visibility provides incredible business benefits.
Automated Setup
Existing and new franchisees can be set up automatically and instantly. Automated setup can include Custom Forms, Invoices, Line Items, Account Details, Resource Documents, Training Details, Clients and Suppliers.
Consistent Operations
So much value can be added by standardising operations and solutions across the franchise. Formitize provides a platform to standardise Lead and Job allocation and distribution, Quoting, Invoicing and Purchase management, Sales Lead Pipeline Management, Quality Control, Complaint Management, Franchise Reporting and so much more.
Lead & Job Allocation
Lead and Job allocation solutions to receive, allocate and assign lead enquiries and jobs to franchisees. If required, Formitize can also just integrate with existing allocation software and manage the mobile user side.
Improved Client Response Times
Instant lead allocation and built in instant communications means dramatically improved response times. Slide right to Call, SMS or Email or slide left to Action any inbound lead or client with all notes and activities stored with time and date stamp in the client log.
Quality Control and Management
Take the Quality Control and Management of your franchise to another level. Mobile Quality Inspections, Audits, Product Placement, Safety and Compliance, Non-Conformance and so much more can all be managed perfectly and without a piece of paper in sight.
Franchise Sales & Onboarding
The Sales Pipeline and Dashboard provides the perfect platform to promote, sell and onboard new franchisees. Automated emails, letters, SMS messages and notifications trigger as the prospect moves through the different stages of the sales pipeline.
Visibility & Reporting
The Formitize platform provides both Franchise operators and Franchisees with a whole new level of visibility and reporting. Real-time Dashboards, Time & Date and GPS Stamping, Automated Note Recording with Voice to Text and so much more. All data and reporting avaiable via secure web-based Management Portal.
Document Control
Centralised Document Management via the integrated Resources module ensures that everyone has access to the latest versions of the right documents all the time – in the office, or in the field. Full version control and auto syncing ensures full document compliance that is so easy to use.