Formitize
formitize.com
What it is
Formitize is a mobile business platform for paperless workflows, combining forms with CRM, job management, scheduling, document management, sales pipeline, quoting, and invoicing. Smart Forms include a drag-and-drop builder, templates, automated actions, API access, and integrations, and can work offline. Operations features cover one-off and recurring jobs, routing, tracking, reminders, and real-time status updates. Smart Assist can handle appointment reminders, job-status updates, invoice creation, lead and quote follow-up, and invoice chasing. Listed integrations include Zapier, Mailchimp, Stripe, QuickBooks, Xero, and Power BI. The platform is available on web and through Apple and Android apps, with API access. The Formitize plan costs $29.99 a month per user; Australian prices exclude GST. A free 14-day trial is available, and the maker says it will build a customer's first form at no charge during the trial. Webforms is a separate paid add-on, priced at $19.99 per month for business clients and from $250 per month for enterprise clients; Australian prices exclude GST.
Spec sheet
- Purpose
- Formitize is a mobile business platform for paperless workflows, combining flexible forms with CRM, job management, scheduling, document management, sales pipeline, quoting and invoicing.Read 2 Oct 2026 · service.formitize.com
- Audience
- Formitize says it serves clients from sole traders to government agencies and large corporations, and its help guide says it works across more than 250 industries.Read 2 Oct 2026 · formitize.com
- Trial
- The signup page advertises a free 14-day Formitize trial.Read 2 Oct 2026 · trial.formitize.com
- Integrations
- The features page lists integrations with Zapier, Mailchimp, Stripe, QuickBooks, Xero and Power BI; Zapier can connect to services including Google Sheets, Google Calendar, Google Drive, Slack and Microsoft Excel.Read 2 Oct 2026 · formitize.com
- Security
- The maker lists Security Plus as an additional option with two-factor authentication, password controls, login tracking, URL and browser monitoring, and Microsoft SSO.Read 2 Oct 2026 · formitize.com
- Support
- Formitize offers email and regional phone support and says customers can book a five-minute chat or use the on-screen smart assistant.Read 2 Oct 2026 · formitize.com
- Headquarters
- The company says it is based in Sydney, Australia, and identifies its head office as being in Gregory Hills.Read 2 Oct 2026 · formitize.com
- Founded
- 2012Read 23 Sep 2026 · formitize.com
- Add-on pricing
- Webforms is a paid add-on priced at $19.99 per month for business clients, while enterprise clients start from $250 per month; Australian prices exclude GST.Read 2 Oct 2026 · formitize.com
- Automation
- Smart Assist features include appointment reminders, automatic job status updates, invoice creation, lead and quote follow-up, and invoice chasing.Read 2 Oct 2026 · formitize.com
- Certification
- A certificate on Formitize’s site states that Mobile Interactive Technologies Pty Ltd trading as Formitize is certified to ISO/IEC 27001:2022, with a scope covering its cloud-based business management solutions and Google Cloud Platform infrastructure.Read 2 Oct 2026 · formitize.com
- Forms
- Smart Forms include a drag-and-drop builder, templates, automated actions, API and integrations, and can work without an internet connection.Read 2 Oct 2026 · formitize.com
- Mobile support
- The Formitize app is available through the Apple App Store and Google Play Store for Apple and Android devices.Read 2 Oct 2026 · support.formitize.com
- Operations
- The platform includes cloud scheduling, one-off and recurring jobs, job routing and tracking, automated reminders, and real-time job status updates.Read 2 Oct 2026 · formitize.com
- Trial assistance
- The maker says it will build a customer’s first form for free as part of the free trial.Read 2 Oct 2026 · formitize.com
Plans and prices
Strong points and limits
Strong points
- Forms can work without an internet connection.
- Supports recurring jobs, routing, and live status updates.
- Lists integrations including Xero and QuickBooks.
- Available on web, iOS, Android, and API.
- Free 14-day trial includes a first form built by the maker.
Limits
- Listed plan costs $29.99 per user per month.
- Webforms is a separate paid add-on.
- Australian prices exclude GST.
Who it suits
Formitize suits businesses that want forms and job operations in one platform, from sole traders to government agencies and large corporations. It may be relevant to teams managing recurring jobs, scheduling, quoting, and invoicing.
Verdict
Formitize combines form creation with scheduling, job management, and billing workflows, with mobile and web access. The listed plan is per user, and Webforms costs extra.
Where Specifiction places it
- Mobile Forms Software#16 of 518.2
- Carpet Cleaning Software#9 of 288.3