How It Works

See How Formitize Makes Paperwork Paperless

Send Us Your Form

Simply upload or send us your old paper forms and we will get started. We turn your drab old reports into mobile forms that you can use anytime, anywhere.

Our Wizards 'Formitize' Old Forms

Our team of ‘Formitize Wizards’ will do their magic and prepare your solution. We will contact you and confirm all possible answers, rules, special requirements, and information needed to build your mobile forms. Then, we’ll assign your business User Names and Passwords.

Your Mobile Workforce Download Our Free App

Your mobile workforce download the Formitize App for free onto their smart phone or tablet (NB. Formitize works brilliantly on iPhone, iPad, Android, and Windows Phone 8) to access your smart forms from anywhere in the world.

Start Using Formitize

When your paperless forms are ready, your mobile workforce pull out their smartphone or tablet, open the App and enter their User Name and Password. Simple.

Different Users, Different Mobile Forms

The unique User Name and Password gives your individual staff access to the mobile forms that have been allocated to them. You control what smart forms are available to your mobile workforce with different access levels available to different paperless forms.

Easy-to-use Mobile Forms

Your mobile workforce select and click on the mobile forms for their next task and fill in the details. In most cases the content in your new paperless forms will be very similar to the old paper forms that they are used to completing. Your mobile workforce will find the automation, drop down boxes, multiple choice options, and other tools quite useful as they populate the smart forms quickly and accurately.

Great Gadgets Fully Integrated

All of the additional tools are seamlessly built into your mobile forms in a convenient spot to help. For example, a camera icon is displayed when a photo is required, just one click and the photo is recorded. Use the microphone icon in your forms for iPhone for Voice Recording. Simple, clear, and so easy to use.

Add a Signature

When the mobile form is complete, a signature may be required – no problem! A box to receive the signature is waiting. The smart forms also incorporate a security precaution: if the agent goes back to change the paperless form after the signature has been given, the signature disappears and is required again from the customer. This is just a safety check to ensure the customer agrees to the change.

The Magic Happens

Hit "SUBMIT" and all of the details collected using your mobile forms are downloaded into the database instantly. If there is no signal at the time, no problem - your information is stored and will download as soon as signal is available.

Multiple Recipients, Multiple Formats

You can automatically email your smart forms to the customer in a variety of formats instantly, using some or all of the information or integrating the answers from the mobile forms into a more detailed report. With Formitize, you have the peace of mind knowing that your paperless forms are accurate, complete, and professionally presented.

Great Backend Reporting & Integration

We can tailor great reporting features into your mobile forms so you can easily monitor progress, results, locations, activity levels, and performance of your business reps in real time. Formitize can API into most established software products such as MYOB.

The Ultimate Free Trial

No Upfront Fee, No Credit Card, No Contract, No Risk - just a great Free Trial.