# Formitize Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Formitize the right Pest Control solution for you? Explore 47 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/162539/Formitize/reviews --- Formitize 4.4 (47) [View alternatives](https://www.capterra.com/p/162539/Formitize/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Formitize Ease of use 4.2 Customer Service 4.3 ## Pros and Cons in Reviews BK Bogdan K OwnerChemicals, 11 - 50 employeesUsed the software for: More than 2 years. “Taking the time to understand the program and all its features has allowed us to integrate about 5 different programs we were using, about 25 different spreadsheets as well as other processes.“ September 5, 2021 AM Ashley M DirectorUtilities, 2 - 10 employeesUsed the software for: Less than 6 months. “The training sucked, big-time waste of money, I tried to get my money back but there is an army behind stopping any refunds, not worth the time or hassle trying to get it, they obviously need it.“ August 26, 2021 CD Cameron D Change Implementation ManagerLogistics and Supply Chain, 11 - 50 employeesUsed the software for: Less than 6 months. “Streamlining manual data entry into a automated, user friendly process that lets us track all divisions of daily business with live reporting.“ April 19, 2021 AM Ashley M DirectorUtilities, 2 - 10 employeesUsed the software for: Less than 6 months. “I really wanted it to work, I reached out to everyone I could, account manager, training etc.“ August 26, 2021 IS Ian S DirectorConsumer Services, Self-employedUsed the software for: More than 2 years. “From the 1st call to Lisa, free trial and complete setup of my portal I can’t be more happy with my experience“ November 12, 2020 ## Showing most helpful reviews Showing 1-25 of 47 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kim M. Director Security and Investigations Used the software for: Less than 6 months ### "Brilliant" January 24, 2020 5.0 Pros Love it. I wanted something comprehensive, yet simple to use. I did a lot of research before subscribing to Formitize. They simply have the best on offer to suit the requirements of my business and industry. Support is brilliant, both phone and online. I would recommend Formitize to anyone as you can use as little or as much of the software as you need. Perfect fit with Xero. Cons Nothing I disliked about this software. Reason for choosing Formitize Pls see review. Review Source KA Keith A. Director Food & Beverages Used the software for: 1-2 years ### "Formitize, enabled Rebel Roasters Coffee to grow their operations with ease" August 31, 2023 5.0 I was not expecting what I found in Formitize. I'm used to paying for services and apps and never heard from the company. Formitize, was the opposite. Super supportive and their customer support team is exceptional. They guided our team through the entire process from zero to Hero.Formitize is a part of our business now and we cannot do without it. Pros I'd say accounting as it helps us get paid fast and efficiently. It's super easy to use and setup was pretty much all done automatically by the system. The result was professional-looking invoicing with exceptional CRM data Cons Not much that we don't like. There are some things we don't yet use in our business, but given our experience with the formitize app, we actually look forward to having new use cases to adopt some of these other features. Alternatives considered [Jobber](https://www.capterra.com/p/127994/Jobber/)[ServiceM8](https://www.capterra.com/p/110711/ServiceM8/) Reason for choosing Formitize Product capabilities, ease of use, incredible customer support, and affordability. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Zoho Invoice](https://www.capterra.com/p/163114/Zoho-Invoice/) Formitize offers everything in one app and they are super affordable for the quality of the product. It's a no brainer and I wished we discovered formitize much sooner Review Source Response from Formitize September 4, 2023 Hi Keith! Thank you so much for leaving us a positive review. We love hearing how Formitize is helping Rebel Roasters Coffee get paid faster and efficiently. AM Ashley M. Director Utilities Used the software for: Less than 6 months ### "Formitize - Difficult to implement, bad customer service " August 26, 2021 2.0 It was incredibly difficult to implement, to be honest in the end it was impossible. I booked a 1 hour paid training session, which was a total waste of time, I felt I knew more about the software than the trainer, I actually stopped the call halfway through as we were not getting anywhere! I spent hours tearing my hair out trying to get the Formitize to do what I wanted it to. I really wanted it to work, I reached out to everyone I could, account manager, training etc. On the service it's great, everyone will tell you it does what you want it to but it doesn't. After some further digging on google, I found some much better software that is so easy to use and create forms. Pros I like that everything was under one roof so to speak. You can have your forms, CRM, Accounting etc all in one place. Cons Very difficult to implement. If you planning on using forms then good luck. Especially if you want them to look a certain way, this doesn't need to be difficult there are many ways to do forms better than this. The training sucked, big-time waste of money, I tried to get my money back but there is an army behind stopping any refunds, not worth the time or hassle trying to get it, they obviously need it. You could spend your whole time setting up your business on here and they will probably go bust if they are that desperate to keep $150. Alternatives considered [GoFormz](https://www.capterra.com/p/125634/GoFormz/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ServiceM8](https://www.capterra.com/p/110711/ServiceM8/) Reason for choosing Formitize In the end, I switched to GoFormz and thinking of integrating it with either salesforce or ServiceM8. I managed to build a form just the way I like it within 20mins, after 10 hours of trying, plus training, and not succeeding with Formitize. Review Source CJ Chelliah J. Control Systems Manager Government Relations Used the software for: Less than 6 months ### "Formitize Review" September 3, 2021 4.0 Getting help from Client Success Manager to get the forms and Asset register to fix some of the problems. Asset register may require some face lift Overall a very good product - May be good to have some sort of online help Pros Asset management unit is important to us. Linking asset to forms are not great but workaround functions are available. Forms are easier to modify Cons Still new user to comment on this. Asset register was not correctly working initially. Lookup table not updating with new fields, Resources not working as should be Reason for choosing Formitize Had most of the required modules in Formitize well presented forms and Friendly service of our Client service manager Switched from [SafetyCulture](https://www.capterra.com/p/141080/iAuditor/) Asset register module is not available in iAuditor Review Source AF Andrew F. Contract Manager Facilities Services Used the software for: 6-12 months ### "Formitize makes work request management and payment claims, easy!" September 9, 2021 5.0 Formitize has turned around our cashflow issues from high volume work processing... We love it. Pros Before Formitize we relied on paper and admin to sort, scan and process work requests for payment claims. Now that we have implemented Formitize we have a higher quality of data capture, faster reporting and have been able to implement automation to process work requests for payment. Cons Some of the form setup options can be limiting but there is always a different way to implement what you need Alternatives considered [GoFormz](https://www.capterra.com/p/125634/GoFormz/)[ClickUp](https://www.capterra.com/p/158833/ClickUp/) Reason for choosing Formitize Simplicity and ease of setup, other contracts in the business had implemented it. Review Source DM Dani M. Administration Assistant Facilities Services Used the software for: 1-2 years ### "Continuously Improving " September 8, 2021 5.0 The app allows our technicians to complete their reports whilst onsite which ensures the report data's reliability and ensures that our customers receive their reports before our team has even left the site. Liaising closely with the Formitize team during our initial set up allowed them to better understand our company needs and they were then keen to adapt sections of the software to better suit our reporting needs. Pros Formitize is constantly evolving. The team are helpful and willing to incorporate any requested changes to the current set up, which opens the software up to so many new function options going forward. We love that we are able to create and fully customise our own reports using the Form builder section of Formitize. Cons Support ticketing system is a little hard to keep track of, but the team are always very friendly and helpful whenever they need to be contacted about a current support ticket. Review Source BK Bogdan K. Owner Chemicals Used the software for: 2+ years ### "Why you should choose formitize" September 5, 2021 5.0 Formitize is great and we have been using it for 7 plus years. Sadly we never set it up properly in the beginning or kept up with all the great features that they have implemented over those years. Taking the time to understand the program and all its features has allowed us to integrate about 5 different programs we were using, about 25 different spreadsheets as well as other processes. I wish I had invested the time to properly use this software in the beginning and with each new feature that was released earlier. If you are unsure feel free to contact me directly Pros The ability to completely customise the forms we use and automate so many processes and use the CRM function and interact with clients. Cons That the scheduler does not allow us to schedule something on the 2nd Tuesday of the month every month for example however we have been advised that this will be available in the next version due out shortly. Reason for choosing Formitize We chose to invest the time to understand ALL its capabilities as we were using maybe only 5% of its functionality before from an office perspective. The main reason we chose formitize is for their customisable forms and their amazing customer service. Our business requires specific forms which are not only great for the office but more importantly easy and quick to use for our staff out on the road and that also look great for our clients Review Source LB Leonard B. Owner Construction Used the software for: 2+ years ### "Brilliant " August 13, 2022 5.0 Brilliant and the Team at formitize BRILLIANT. Pros User friendly easy to understand and the resources available makes it easier to navigate through the system. Tech support that is available is second to nun. Cons No computer APP for your screen shortcut Reason for choosing Formitize Price and efficiency. Review Source Response from Formitize August 26, 2022 Thank you Leonard for taking the time to post a review about us, we really appreciate it and we are happy to hear that you are satisfied with our services! Your Client Success Manager will give you a call to discuss your feedback regarding the app. AM Andrew M. Builder/building Consultant Construction Used the software for: 2+ years ### "Why I recommend Formatize" September 1, 2023 5.0 Overall, my experience with Formatize was positive with ease of use, particularly with my lack of computer skills Pros Most of all, I found Formatize easy to navigate and use. With the work that I do, I have quite a lot of clients, so finding their information and contact details is simple. Cons On the rare occasion when Formatize is inaccessible due to online issues, that can be frustrating. Review Source Response from Formitize September 5, 2023 Hi Andrew. Thank you so much for leaving us a great review, we really appreciate it. It's fantastic to hear that you find the CRM-module easy to navigate and use. Did you know that Formitize has an offline mode? I will include a link to our Help Desk so you can read more about how it works. https://support.formitize.com/support/solutions/articles/4000185114-how-does-offline-mode-work- MF Michael F. Operations Manager Hospital & Health Care Used the software for: 2+ years ### "Formitize has helped transform our business" September 8, 2021 5.0 We use a number of features and modules as part of our Formitize portals. We have found the service scheduling features particularly helpful with our service and support team. We have been able to streamline our quoting and invoicing processes through the xero integration which saves us hours in tracking quotes to follow up chasing Purchase Orders and remembering what needs to be invoiced. Pros One of the great assets of Formitize is the helps you define your business processes. The sales pipeline helps to define what a sales pipeline should look like including how and when to contact customers and follow with automated responses and reminders. Similarly the quoting and invoicing process is defined making quoting really simple and turning the quote into an invoice as simple as clicking a button. Cons As with every application there is always something that it does or doesn't do. For the most part Formitize has had the functionality that we need to use it for. Review Source FD Fiona D. Business Consultant Package/Freight Delivery Used the software for: Less than 6 months ### "Support is lacking!" June 30, 2021 4.0 For a company that claims they are "Famous for Incredible Support" I would 100% disagree. Pros The software has so much potential, it ticks a lot of boxes, as long as you are prepared to either pay more than the monthly subscription OR spend a tonne of time yourself working it out. Cons The support is awful. They just keep saying it costs $150 per hour to get answers or things done for us. The monthly amount covers less than basic support, they cant even direct you to an article in their own help database that explains how to do things. Review Source SW Sean W. Security Specialists Security and Investigations Used the software for: Less than 6 months ### "An integral part of my business" December 3, 2019 5.0 Fantastic support. Good documentation and videos. Pros The forms that are linked to the customers, jobs and assets. This make it really easy to look through the history of a customer or asset. It’s very customisable not only from the layout of the forms but to the automated communication to the customers. Invoicing, quotes, jobs, forms and much more all in one app. Cons It can be a little daunting when you first see just how capable and customisable it is. Review Source JM Janelle M. Administration Manager Used the software for: Less than 6 months ### "We have found Formitize to be an extremely valuable asset in streamlining our business." March 15, 2018 5.0 Major streamlining of our Office and procedures. Pros Paperless system - saving a fortune on stationery. We are able to log in from anywhere with internet connection. Communication between staff members is better. Saving time in sending out written reports. Cons Lack of personal contact in the initial stages of training. This has now been rectified with their new training options. Review Source Response from Formitize April 23, 2018 Thank you for taking the time to leave a review for us. We are so glad to hear that you are finding Formitize to be a valuable asset to your business and that you are saving valuable time and money! Prue Wernicke Client Success Manager, Formitize SD Simon D. Director Building Materials Used the software for: Less than 6 months ### "a real game changer for my business when it come to reporting and scheduling." May 16, 2018 5.0 streamlined my business so i could spend more time growing my business that running it. Pros Ease of use, forms and collected information at your fingertips. Instead of using multiple apps i only use one Formitize. Cons Calendar is a little hard to read on i phone or android if you click on a job for more information the system allocates the job to you. Review Source Response from Formitize May 24, 2018 Thank you for taking the time to leave a review Simon. We appreciate your feedback and it is great to hear that Formitize has become a Game changing solution for your business. Kira - Client Success Manager. DC Dale C. Manager Environmental Services Used the software for: Less than 6 months ### "Formitize review " March 27, 2020 4.0 Over very good so far Pros This product is easy to use with fast response to help when needed Cons Nothing yet as I haven't used it for my business for too long Reason for choosing Formitize I used it at another company and suggested by others Review Source RR Rashida R. Cleaning Business Supplies and Equipment Used the software for: Less than 6 months ### "Excellent service very easy to use " October 14, 2020 5.0 All good Pros Very professional and pleasant easy I enjoyed Cons Fantastic service easy invoice and quotations Reason for choosing Formitize Less papers work Review Source DM Darren M. Boss Environmental Services Used the software for: Less than 6 months ### "The best by far" June 29, 2022 5.0 The best by far. We are a pest management business & we also Softwash homes as a pre treatment. We had no reports for the chemical application of the soft wash process. I contacted \[SENSITIVE CONTENT\] with what I needed & that day THAT DAY there was a soft wash record in my profile. 🤯 I tell ya what I have never been happier about the report side of things I cannot send enough Pros This software changed my outlook on reporting. Used to be a chore & now I go to work to produce high quality reports to my customers, my customers absolutely love all reports. Photos make the report way more personable Cons There are no cons. Couldn’t rate my experience high enough Review Source MA Meryl A. Office Manager Consumer Services Used the software for: 6-12 months ### "Fantastic Package" April 11, 2024 5.0 Our experience has been fantastic from the very first contact to being live for almost 12mths now. Pros There are so many features that make this program the one that worked for us. It has streamlined our whole business and we couldn't be happier. Cons Nothing that has made us regret the decision to convert to Formitize that's for sure! Just a few little features, but we have been working through these with the Support & Development team. Review Source MH Maurice H. owner/operator Chemicals Used the software for: 2+ years ### "product is in decline IMO" October 14, 2022 3.0 Was great at first. The last 12 months the support has declined. Pros pretty easy to navigate in a short time. Invoicing on site. CRM does way more than I require. My paperwork was initially set up by formitize staff, and could speak directly to support (this was great in the first couple of weeks) Cons Seems to que forms and invoices way more frequently. Real time support has gone (had a disagreement about this with support, but ever-since have never been able to call and speak to anyone except reception) Every issue requires email correspondece and a "Ticket" Reason for choosing Formitize Formitize set up initial paperwork for free and had real time support. Review Source AA Anwen A. Administration Officer Facilities Services Used the software for: Less than 6 months ### "Review of Formitize Processes" January 10, 2023 4.0 Pros The ability to customize forms and easy access to assistance when needed. Cons Confusion over costing. I don't understand why it is necessary to sign a license agreement before gaining access to a "Free" trial. Having signed the license agreement, I was aware there was a License Fee. I mistakenly assumed that it was the $32.09/month fee. I was shocked to find that the monthly fee was a Service Fee, and the License Fee was additional. It was not made clear at the beginning of the process that there would be 2 fees. Reason for choosing Formitize It was recommended Review Source Response from Formitize January 12, 2023 Dear Anwen, Thank you for your review. We would like to apologise if there has been confusion around the separate fees for the License Agreement (the ability to use Industry Approved Forms; which is optional) and the Service Fee (using the Formitize platform). Before we load your industry specific forms into your free trial account we require our users to sign a license agreement because: - You are able to use these forms during your free trial, including the ability to change forms, download forms and send forms externally. And therefore; - It lays out the terms and conditions of using these licensed forms (including the annual fee) to protect you and your clients. We do really appreciate your feedback, because we want to ensure that our clients know exactly what they can expect from us. We believe that we can only win when our clients win and therefore we will take your feedback to heart and see how we can improve this process moving forward. Thank you again for your review and feel free to contact us if you have any questions or concerns. MP Michael P. Director Financial Services Used the software for: 2+ years ### "Initial data capture" October 28, 2021 5.0 The Client Needs Analysis form built by the Formitize team has increased our efficiency over the previously used fillable pdf Pros Easy for our clients to input the initial data we require to assess their needs. Cons We have no other requirements, it is doing exactly what we need it to do. Review Source GZ George Z. Pest Technician Chemicals Used the software for: Less than 6 months ### "Fantastic product on all levels" April 26, 2023 5.0 So far so good Pros The ease of the forms and how easy it is to arange the forms we use most Cons Billing attachment, or form could be improved, so that you can over ride a preset price with a custom price Reason for choosing Formitize Formitize i think has a grasp of the industry I m in Review Source Response from Formitize May 3, 2023 Thank you George for your wonderful review and your helpful feedback! We are happy to hear that you find it easy to arrange and use your forms. JW John W. Owner Automotive Used the software for: 6-12 months ### "So easy to use" October 20, 2022 5.0 Set up was easy and quick! Value for money and my invoices and purchases are simple to keep up to date. Pros Simple to set up and I can create and send invoices from my phone in seconds. Cons Nothing, to mention here. This app is great. Review Source Response from Formitize October 31, 2022 Thank you John for taking the time to leave us a review; it's great to hear that Formitize is making your invoicing quicker and easier! CK Charles K. Managing Director Public Safety Used the software for: 2+ years ### "Love this Platform!" July 20, 2020 5.0 Great team, always helpful and easy to get hold of. Pros The fact that the platform teached and encourages the user to be able to make changes themselves. Therefore reducing the reliance on the developer for changes Cons There are a few changes in the pipeline which are coming that should meet most of our requirements. Reason for choosing Formitize All of the above Review Source IS Ian S. Director Consumer Services Used the software for: 2+ years ### "Formitize" November 12, 2020 5.0 From the 1st call to Lisa, free trial and complete setup of my portal I can’t be more happy with my experience Pros Starting my own business I needed something to capture clients details, locations, reports etc.. this product has it all. Cons Can’t fault it, it’s got everything that I need Reason for choosing Formitize Used it with previous employer Review Source Similar Products Featured ## Related categories [Field Service Management](https://www.capterra.com/field-service-management-software/)[Service Dispatch](https://www.capterra.com/service-dispatch-software/)[Scheduling](https://www.capterra.com/scheduling-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.