You already work hard
Now let us help you work smart.
The complete Pest Management Business Solution with Pest Management Reports
that will change your world.
Don’t let how simple it is to use fool you either, this is one serious business tool.
And like thousands of other Pest Controllers, you are going to love it!
We’re ready and waiting to help you.
Using Formitize is the best thing I've ever done! Simple and really easy to use with all the Rapids Reports. Huge time saver with instant reporting. Every Pest Control business should use Formitize. My clients really love how efficient and professional my service is now that I'm powered by Formitize.
We were excited to use the product. It helped immensely with report completion and saved so much time for us. We love the features and would definitely recommend Formitize.
Great software and it links effortlessly to Xero. No more double handling of accounts.
Smart Mobile Forms
As the Global Leader in Pest Management Solutions
We have the Reports you need ready to go. And if we don’t have yours, we’ll build them!
All Termite & Pest Management Reports
from Rapid Solutions ready to go
All RSA Pest & Building Inspection Reports
available to use in minutes
Have your own reports? No problem.
We can custom build them for you too!
Report Systems Australia (RSA)
Integrated Pest Management
General Pest & Service Treatments
Bait Station Monitoring
Agricultural Weed / Pest Treatment Record & Invoice
Certificate of Installation
Certificate of Termite Treatment
Pest Management Treatment Proposal and Advice
Risk Management Record / Advice Notice
Subterranean Termite Treatment Proposal
Termite Baiting and Self Monitoring Proposal
Termite Colony Baiting Proposal
Timber Pest Inspection Agreement
Urban and Commercial Weed Invoice/Report & Advice Notice
Visual Timber Pest Inspection Report - Pre Purchase
CRM Customer Management
Quickly create new customer and supplier files to record all related details in one place
View all client jobs and their current status from the client file in seconds
Manage all leads & enquiries with full sales pipeline and never miss another opportunity.
Easily create & assign tasks with integrated action log to monitor progress and activity
Email, SMS & Letters
Improve communications with integrated templates for instant email, SMS and PDF letters
Store customer documents such as agreements, scopes and plans with expiry notification
Create Quotes with just a few clicks. The assistant will automatically follow up for you.
Schedule jobs and monitor progress in real time with automated updates and future reminders.
Record Call Notes
Record telephone call notes with auto task creation and history
Store client and job photos for instant view and retrieval. Tag photos with key meta tags.
Instant professional invoices with the assistant that will automatically chase outstanding invoices for you
Quickly create reports on any activity within the CRM with just a few simple clicks.
Safety First Solutions
Safety First Forms
Select from templates or build your own safety forms to suit all job types and environments
Maintain an Automated Register for compliance processes. All items recorded and tracked.
Safety First option prevents access to Job Forms until Safety First forms are completed.
Generate and assign tasks from Safety & Inspection forms generated in the field
Automated expire reminders for all read only documents like Material Safety Data Sheets.
Risk & Non-conformance
Perfect tool for all compliance and conformance reporting with photos, comments, risk scoring and action tasks
Mobile Job Management
Drag and drop scheduler to manage jobs with real-time updates in map, list and hybrid views
GPS location taken at each job status change to provide you wtih valuable location detail
Setup one off jobs or simply create recurring profiles for repeating work with just a few clicks
Job Status Updates
Job status automatically updates as you move through the job stages and sends automated SMS and email
Ensure that all required safety forms are completed before the job can start - with nothing missed!
Record travel and break times with GPS location and full job recorded activity
If you are performing recurring work the auto reminders send by email & SMS to ensure all future jobs.
Collect and report on custom information for work and job sheets to suit your business.
View scheduled jobs in list, schedule and hybrid mode showing all jobs in map and scheduler view
Capture the Lead
Easily collect new lead and enquiry information with ease from both web and mobile app
Simply swipe and click to convert the lead to either a quote, invoice or job
Manage the Pipeline
Move your sales enquiries through your customised stages with automated pipeline value updated
Click to generate Tasks from Leads in the Sales Pipeline for even greater automation
Automated Follow Up
Trigger automated communications by email, SMS and letter as your prospects move through the pipeline
Auto CRM Client
All new leads automatically generate a new contact account in CRM for complete record
Workflow & Tasks
Smart Form Actions
Trigger a whole range of automated actions based on a form field result or total form status
Job Status Updates
Multiple job status updates can be sent by email, sms or notification automatically as the job progresses.
Action Task Management
Instant Task Action generates from issues detected, non-conformances, failed inspection points with register and notifications
Future Job Reminders
Automated management and reminders for all future job appointments with multi-stage reminders by SMS, email and task notification
Trigger automated workflows for any processes from simple PO requests to advanced multi-stage requirements
Integrate the data, documents and job information generated with Formitize with other software solutions via CSV, XML or API.
Create Quotes in Seconds
Create and email Quotations with just a few clicks from either the app or desktop. Add attachments and sign on screen. Quote Assistant will follow up all open Quotes
Auto Attach to Jobs
Use Job Type templates to attach Quotes or Invoices to new jobs automatically using default line items or attach existing invoices to jobs for pre-paid scenarios.
Photos & Signatures
Add Photos and Signatures to your Quotes and invoices with ease. A picture tells a thousand words and can be added so easily. Customer and Team can digitally signs on glass to confirm
Awesome Instant Invoicing
Swipe and click to convert Quote to Invoice. Email invoices instantly with attachments. Add photos and client signature with ease. Take instant card payment with auto receipt.
Smart Assistants to Help
Quote Assistant will help convert Quotes by sending follow up reminders automatically by email and SMS. Invoice Assistant will chase all outstanding invoices for you so you can focus on making money.
Powerful two way integration with accounting software solutions such as Xero means everything is kept up to date, all the time providing you full visibility and live updates.
Simple Expense Management
Now it’s so simple to record business expenses. Just a few clicks and take photo of the receipt to store against the expense. So fast and your Accountant will love you forever.
Add attachments to Quotes & Invoices either automatically or on the fly. Perfect for Terms & Conditions, Agreements, Sales Material and more. Helping you stay compliant and protected.
Integrated Mobile Payment Gateway means you can create instant invoices and take card payments without leaving the app all in one fast transaction with instant payment receipt.
Create custom folders and upload documents so everyone has the latest versions all the time
Control who has visibility of what documents by assigning them to user groups
Any document with an expiry date can be automatically managed with integrated reminders