Formitize
Mobile forms automation software
Field service management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$29.99 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Construction
- Real estate and property management
- Manufacturing
What is Formitize
Formitize is a mobile forms and workflow platform used to digitize paper-based field forms, capture data on mobile devices, and route submissions for review, reporting, and follow-up actions. It is commonly used by field teams in industries such as maintenance, inspections, construction, and service delivery to standardize data capture and reduce manual re-entry. The product combines a form builder with mobile data collection, workflow/approvals, and integrations to downstream systems. It also includes capabilities that overlap with field service operations, such as job-related data capture and customer-facing documentation.
Mobile-first data capture
Formitize supports collecting form data in the field using mobile devices, which fits inspection, compliance, and service documentation workflows. Mobile capture reduces reliance on paper and helps standardize required fields and evidence collection. This is particularly useful for distributed teams that need consistent data structures across many technicians or contractors.
Configurable forms and workflows
The platform provides tools to build and modify forms and associated workflows without custom software development for many common use cases. Organizations can implement conditional logic, required fields, and routing steps to match internal processes. This flexibility helps teams adapt forms as regulations, service offerings, or operational procedures change.
Operational reporting and exports
Formitize is designed to turn submitted form data into outputs that can be used for operational reporting and customer documentation. It supports exporting or integrating captured data into other business systems, which can reduce duplicate entry. This is valuable when forms are used as the system of record for inspections, audits, or service completion evidence.
Field service depth varies
While Formitize overlaps with field service management, organizations that need advanced scheduling, dispatch optimization, inventory, and complex work order lifecycle management may find gaps. Some teams use it primarily for forms and documentation while relying on separate systems for end-to-end service operations. Fit depends on whether the primary requirement is workflow-driven forms or full FSM functionality.
Integration effort may be required
Connecting forms data to CRM/ERP, asset systems, or BI tools can require configuration work and ongoing maintenance, especially when data models evolve. Integration capabilities may not cover every niche system out of the box. Teams should validate available connectors, API options, and the effort needed for their target systems.
Governance and scaling considerations
As the number of forms, workflows, and user groups grows, organizations may need stronger governance to manage versions, permissions, and data consistency. Without clear ownership, form sprawl can increase administrative overhead. Larger deployments should confirm role-based access controls, auditability, and environment management practices meet internal requirements.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Standard (Formitize Platform) | $29.99 per month per user | Includes Smart Forms, CRM, Cloud Scheduler, Job Management, Safety First, Sales Pipeline, Document Management, Quoting & Invoicing, Automated Assistants, Mobile Payments. (Official pricing page; prices exclude GST for Australian entities.) |
| Industry Pack (example: Building Inspection Pack) | $49.99 per month per company | Industry-specific templates and reporting (job templates, automated reminders, specialist reporting suite, resource documents, online agreements). (Listed on official Building Inspection industry page.) |
| Add-on modules (Webforms, Client Portal, etc.) | $19.99 per month (Business clients) | Optional add-ons priced at $19.99/month for Business clients on official module pages; Enterprise add-on pricing is listed as "from $250 per month" on official pages for Enterprise clients. |
| Enterprise / Not-for-profit | Custom pricing | Enterprise solutions and Not-for-profit/Giving Back programs require contacting sales; Secure National Restricted Data Hosting (NRDH) and bespoke pricing available in multiple countries. |
