# Formitize Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Formitize Software - reviews, pricing plans, popular comparisons to other Pest Control products and more.

Source: https://www.capterra.com/p/162549/Formitize

---

# 

 Formitize Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Formitize

## What is Formitize?

Super flexible Mobile Forms, Job Management & Tracking with full Scheduling and Customer CRM all in one powerful, yet simple to use solution! Formitize is ready to get you paperless working across more than two hundred industries from the smallest of businesses right through to government agencies and many of the world's largest corporations. Smart automation built in for Job Status Updates, Future Job Reminders, Leads & Quote Followups, Overdue Invoice Chasing and so much more. Great Free Trial

## What is Formitize used for?

[Pest Control](https://www.capterra.com/pest-control-software/)[Scheduling](https://www.capterra.com/scheduling-software/)[Field Service Management](https://www.capterra.com/field-service-management-software/)

Top alternative

Featured

Overall rating

Based on 47 user reviews

Reviews sentiment

Positive

87%

Neutral

6%

Negative

6%

Starting price

$29.99

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Formitize?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://formitize.com/en/&name=Formitize)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Formitize

4.4 (47)

VS.

[4.6 (1,440)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting Price

$29.99

Per User, Per Month

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.2 (47)

Ease Of Use

4.6 (1,400)

Value For Money

4.3 (47)

Value For Money

4.4 (1,204)

Customer Service

4.3 (46)

Customer Service

4.6 (1,353)

## Formitize alternatives

[3.6 (115)](https://www.capterra.com/p/183679/ServiceWorks/reviews/)

Starting price

$948.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

58%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (30)](https://www.capterra.com/p/158852/Less-Paper/#reviews)

Starting price

$120.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.3 (325)](https://www.capterra.com/p/150053/ServiceTitan/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.7 (2,739)](https://www.capterra.com/p/140363/HouseCall-Pro/reviews/)

Starting price

$79.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/162539/Formitize/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Mobile Access

4.7 (15)

60.00% of 15 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Billing & Invoicing

4.2 (13)

30.77% of 13 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

Scheduling

4.2 (13)

38.46% of 13 reviewers that rated this feature as important or highly important

Plan availability and assign specific time slots for tasks and resources

For Pest Control Companies

4.6 (8)

25.00% of 8 reviewers that rated this feature as important or highly important

Intended to be used by pest control companies

Customer History

4.8 (5)

20.00% of 5 reviewers that rated this feature as important or highly important

Access previous interactions or concerns to maintain customer relationships

Pest Activity Tracking

4.4 (5)

0.00% of 5 reviewers that rated this feature as important or highly important

Manage inventory based on different requirements of individual work orders

Formitize 102 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Schedule appointments via a calendar

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Automatically create schedules based on business needs or employee availability and qualifications

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Scan barcodes to ensure accurate pricing and label tracking

Create, manage, and send invoices or bills to customers

Create, update, and manage bookings, itineraries, and reservations

Track and manage schedules and meetings via an integrated calendar

Private online space that lets businesses securely share documents and provide information access to clients

Designed to serve commercial properties

Automated reminders and confirmations for booked appointments and events via text or email

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Track, store, and access client contracts or licenses

Accept and process credit card transactions

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access previous interactions or concerns to maintain customer relationships

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Manage sending personnel and resources to a site as needed

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Electronically collect payments for goods or services

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Track employee schedules, availability, and performance across projects and tasks

Assign working shifts or tasks to employees based on their availability

Track the location of specific equipment at all times

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Store and access documents, forms, and photos in one centralized place

Management of commercial motor vehicles for work-related purposes

Intended to be used by pest control companies

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Track grounds activities done in the field

Automatically find mutually available meeting time slots across multiple calendars

Information, data and reports that are being tracked over time

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Monitor product stock levels

Track and manage inventory levels to maintain proper supply

Manage irrigation equipment and trends

Calculate total itemized costs, including initial costs and any changes

Manage and track all job information and associated tasks

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Identify the physical location of an individual, asset, device, etc.

Schedule predetermined or ad hoc maintenance services and labor requests

Access software remotely via mobile devices

Notifications via mobile devices

Access the system via a mobile application

Capture signatures via mobile devices

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage and support multiple locations

Book meetings and appointments through a website or digital platform

Track/log the amount of time employees worked per job using a timer

Swipe a credit card or manually process payments while with the customer in the field

Accept, record, and reconcile financial transactions

Manage employee salary processes, data, taxes, and records administration efficiently

Manage inventory based on different requirements of individual work orders

Track the amount of pesticide inventory used on jobs

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

Analyze floor plans to generate workflow

Create, send, and track purchase orders and their statuses

Integrates with QuickBooks

Generate quotes or estimates for customers

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Based on availability, instantly confirm or deny a request when a new booking is made

Receive system updates as soon as any changes are made

Schedule repeating appointments based on a duration of time

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

For residential properties

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Plan daily routes to optimize employee scheduling and provide directions

Plan availability and assign specific time slots for tasks and resources

Online portal through which end users can access the system, manage tasks, or obtain information

Track work performed and resources used for past customers, sites, or assets

Send messages via SMS

Track the status over time for a request, process, asset, or transaction

Track and manage the scheduling of tasks

Oversee technicians and track their assigned work orders

Set up connections to third-party platforms to improve business processes

Log and record hours worked and costs spent to assist in billing and invoicing

Measure and track time including hours worked and paid time off (PTO)

Track the amount of time spent on a job or task

Creating, assign, and track jobs and/or tasks for work orders

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.3 (47)

4.3

Based on 47 reviews

## Pricing

Value for money

4.3 (47)

Free Trial

[View pricing plan details](https://www.capterra.com/p/162539/Formitize/pricing/)

Standard

$29.99

Per User,Per Month

It includes:

-   Automated Assistants
-   Cloud Scheduler
-   CRM
-   Document Management
-   Job Management
-   Mobile Payments
-   Quoting & Invoicing
-   Safety First
-   Sales Pipeline
-   Smart Forms

Value for money

4.3 (47)

4.3

Based on 47 reviews

## Integrations

[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.3 (46)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.3 (46)

4.3

Based on 46 reviews

## User reviews

Overall rating

4.4

Based on 47 reviews

Filter by rating

5(32)

4(9)

3(3)

2(1)

1(2)

Mentioned topic

Sorted by most recent

MA

Meryl A.

Office Manager

Consumer Services

### "Fantastic Package"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 11, 2024

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.

Switched from

[Reckon One](https://www.capterra.com/p/154538/Reckon-One/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AM

Andrew M.

Builder/building Consultant

Construction

### "Why I recommend Formatize"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 1, 2023

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

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-

KA

Keith A.

Director

Food & Beverages

### "Formitize, enabled Rebel Roasters Coffee to grow their operations with ease"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 31, 2023

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.

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

Alternatives considered

[Jobber](https://www.capterra.com/p/127994/Jobber/)

[ServiceM8](https://www.capterra.com/p/110711/ServiceM8/)

Reasons for choosing Formitize

Product capabilities, ease of use, incredible customer support, and affordability.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

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.

RB

Rocky B.

onwer

Animation

### "Payments taken without concent"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

May 26, 2023

shit

Pros

Easy of use for pest control field techs

Cons

The last month they have taken 3 months of payments out in 1 week and it has no cancel sub on the site I has to be done by email

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 2, 2023

Dear Rocky, Thank you for bringing this to our attention. We appreciate your feedback and value your experience as a customer. At Formitize, we strive to maintain open lines of communication and transparency with our customers. We take all feedback seriously, as it helps us improve our services and provide an even better experience for all our users. To address your specific concern, our accounts team will reach out to you again. Your desktop portal contains useful guidance on many topics like how to cancel your account. Kind regards, Team Formitize

GZ

George Z.

Pest Technician

Chemicals

### "Fantastic product on all levels"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

April 26, 2023

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

Reasons for choosing Formitize

Formitize i think has a grasp of the industry I m in

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

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.

MB

Michael B.

Owner

Facilities Services

### "Awesome "

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 23, 2023

Pros

Support and features provided makes it very convenient

Cons

Its a bit of a learning curve and to familiarise to the system

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 27, 2023

Thank you Michael for sharing this great review, we really appreciate it!

AA

Anwen A.

Administration Officer

Facilities Services

### "Review of Formitize Processes"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

5/10

January 10, 2023

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.

Reasons for choosing Formitize

It was recommended

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

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.

GV

Gerhardus V.

Owner

Facilities Services

### "Happy Customer "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 10, 2022

Good

Pros

Professional reports with with easy user interface. Great support from \[SENSITIVE CONTENT\]

Cons

That you have to enter some fields manually during initial form setup.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

December 14, 2022

Thank you Gerhardus for leaving us a review, we really appreciate it! We are glad to hear that you are happy with our user interface and customer support team.

DT

David T.

Business owner

Facilities Services

### "Great review "

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 6, 2022

Excellent

Pros

The ease of templates and navigation systems

Cons

Yes administration where we can add chemicals and products to drop down box.

Reasons for choosing Formitize

Ease and template setup

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 14, 2022

Thanks David for writing a review about Formitize. We are happy to hear that you think our platform is easy to use! You can actually add chemicals and products to a drop-down box in a form template. If you would be so kind to create a support ticket in your Formitize Dashboard titled 'how to add chemicals and products to a drop-down box', we will ensure to send this instructional video to you.

KC

Kristie C.

Director

Chemicals

### "Overall a fabulous program"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

October 31, 2022

Overall very happy with the program

Pros

Webforms -having clients complete and return forms/permission/acceptance. Mobile access on-site when doing jobs. Photo feature for on jobs.

Cons

The system hangs every now and then and doesn't end up loading a new job properly

Reasons for choosing Formitize

More versatile and more features

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 10, 2022

Hi Kristie, thank you for taking the time to leave us a review and the kind words! We appreciate your feedback and we will review the loading time within your job module.

[View all Reviews](https://www.capterra.com/p/162539/Formitize/reviews/)

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