Formitize vs WePro
Formitize
formitize.comWePro
wepro.aiSide by side
| Figure | Formitize | WePro |
|---|---|---|
| Price from | $29.99/mo | $85/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 1 | 3 |
| Spec score · Carpet Cleaning Software | 8.3 (#9) | 7.1 (#27) |
| 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. | WePro says it is built for home service teams and lists trades including HVAC, plumbing, roofing, cleaning, landscaping, and appliance repair. |
| Headquarters | The company says it is based in Sydney, Australia, and identifies its head office as being in Gregory Hills. | Houston, Texas, United States |
| 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. | A WePro article names QuickBooks, Xero, and Google Calendar as examples of accounting software and calendars it can connect with; it also describes inventory and customer relationship tool connections. |
| 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 privacy policy says WePro has technical and organizational security measures, while stating that internet transmission and storage cannot be guaranteed 100% secure. |
| 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 features page says WePro provides training and support to help customers and employees learn how to use the product. |
Plans
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.