Formitize vs ServiceMonster
Formitize
formitize.com
ServiceMonster
servicemonster.comSide by side
| Figure | Formitize | ServiceMonster |
|---|---|---|
| Price from | $29.99/mo | $6.67/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 1 | 6 |
| Spec score · Carpet Cleaning Software | 8.3 (#9) | 7.8 (#21) |
| 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. | The maker lists 20+ integrations, including Google Calendar, Zapier, QuickBooks, Stripe, Twilio, and Authorize.net. |
| 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. | ServiceMonster is a platform for managing customers, teams, and business operations for service businesses. |
| 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. | The pricing page says ServiceMonster uses industry standard encryption protocols and security measures to protect data. |
| Support | Formitize offers email and regional phone support and says customers can book a five-minute chat or use the on-screen smart assistant. | The pricing page says plans include free phone support and free training, and describes an in house support team and 24 hour online help site. |
| Trial | The signup page advertises a free 14-day Formitize trial. | The maker offers a 14 day free trial with no credit card required. |
Plans
ServiceMonster
- Basic (annual billing)$79.99 a year
- Basic (monthly)$99.99 a month
- Grow (annual billing)$149.99 a year
- Grow (monthly)$199.99 a month
- Premier (annual billing)$229.99 a year
- Premier (monthly)$279.99 a month
In their own words
Formitize
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.
ServiceMonster
ServiceMonster manages customers, teams, scheduling, sales, and operations for service businesses such as carpet cleaning, pressure washing, and window cleaning. Scheduling includes location-based color coding, appointment types, wait lists, and drag-and-drop controls. Sales tools cover estimates, invoicing, payments, contracts, automated billing, and recurring appointments. Marketing provides automated email and direct-mail campaigns, lead tracking, reporting, and dashboards. Android and iOS apps are described as supporting full team functionality. The service lists more than 20 integrations, including Google Calendar, Zapier, QuickBooks, Stripe, Twilio, and Authorize.net, plus an open API with documentation. Plans include phone support, training, and a 24-hour online help site. Pricing starts at $79.99/mo (annual), with a 14-day trial that requires no credit card. There is no free plan; annual subscriptions require an annual commitment.