Field Promax vs Formitize

Field Promax combines estimating, scheduling, work orders, and invoicing for field service businesses, with support for recurring jobs. Its drag-and-drop calendar and GPS tracking are intended to help prevent double-booking. Teams can prepare quotes on site and turn them into invoices, while customers can approve jobs, pay, and see updates through the Customer Hub. The mobile app supports image and editable PDF uploads, timecards, estimates, work orders, and on-site payments. Technicians can download jobs, make changes without a connection, and sync queued updates once service returns. Payments can be collected in the app by credit card, cash, or check. Listed integrations include QuickBooks Online and Desktop, Xero, Stripe, Google Calendar, and Mail Parser. Field Promax runs on the web, Android, and iOS, and lists HVAC, plumbing, electrical, construction, and cleaning among its target industries. There is no free plan; a 14-day trial is available without a credit card. Plans cost $99 a month for Light, $239 a month for Standard, and $319 a month for Premium.

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.