Unleash the power of Xero with Formitize. Smart, paperless business solutions.
Solve specific paperwork challenges or use as a complete business solution.
Formitize and Xero integrated - now there is a powerful combination!
About Xero
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Find out more or try Xero Accounting Software for free.
About Formitize
Formitize leads the world in smart forms and integrated business solutions.
- Filling in paper forms just doesn’t make sense and holds your business back
- Convert your painful paper forms into smart forms that are perfectly suited to your business and can be completed on your Mac, PC, tablet or phone pulling in, and pushing information back to Xero!.
- All of your Xero Customers, Suppliers and Contacts will be automatically available in the integrated CRM Customer Database to manage all of your contacts with sales pipeline and task management.
- Job Scheduler and Job Management system to create, manage and track your jobs from the office or in the field.
- Safety First solution that is fully customisable to manage your safety processes.
- Document Management solution to store and manage your business paperwork and ensure everyone can access the latest copies of everything.
- Create Quotes, Invoices and take card payments in seconds.
Use everything together as one solution or just select the solutions you need.
Everything beautifully integrated with Xero
Powering thousands of small businesses globally
(and some pretty big ones too!)
Super Smart Forms
More than twenty smart tools available in the drag and drop form builder to replace your paper forms forever
Signatures & GPS recording
Capture onscreen signatures, automated time and date stamp and GPS location to provide incredible compliance, visibility and accuracy (and save a whole lot of time too)
Voice to Text & Recording
Integrated Voice to Text will change your life. Simply click and speak and watch your longer sentences and descriptions convert to text, so fast and so easy to use .
QR Barcode Scan with Lookup
Scan QR and Barcodes using the integrated scanner and auto-populate form fields instantly using Database Lookups. Almost endless possibilities linking your forms to database records
Photo Capture & Drawing
A picture tells a thousands words. Embed photos into your forms from the device camera or library. Integrated drawing tool enables draw on photos, plans, mudmaps and more.
Calculations & Required Fields
Avoid calculation errors forever with automated calculations and Required Fields prevent the form being submitted until all mandatory fields have been answered.
Automated Workflows
Trigger automated actions and workflows based on form submission or answers given to specific questions. Powerful, business transforming automation that is so easy to use.
Don't Change your Business to Fit your Software
Using the Form Builder you can replace your old paper forms with smart mobile forms.
Collect exactly the data your business needs, just in a smarter way by pulling in, and pushing information back to Xero!
But Smart Form are Just the Beginning!
Manage all of your Xero customers and suppliers in one central CRM with Forms, Jobs, Communications, Tasks, Documents, Safety and Accounts all in one simple to use CRM.
Accounts now Beautifully Connected.
Line Items, Accounts, Tax Rates, Quotes, Invoices and Purchases are fully integrated with Xero
The two way integration provides awesome visibility and avoids duplicated entry.
Accounting & Visibility
Generating Quotes, Invoices and Purchases has never been easier from the office or the field without giving staff access to Xero itself. Integrated card payment gateway and automated assistants integrated beautifully to Xero ensuring everything is up to date, all the time.
Instant Communication
Slide the Contact right to enable instant communication by Call, SMS or Email. Other powerful communications include Automated Job Notifications, Instant Client Job Status Updates, Automated Future Appointment Reminders saving so much time and building a professional relationship with your customers.
Convert & Manage Leads
It has never been easier to manage accounts flow and the two way integration with Xero keeps everything up to date. Simply slide left and click to convert from lead to quote to job to invoice and watch the automation do the rest!
Invoice & Take Payment
Integrated Quotes and Invoices can be attached to Jobs. Invoices can be created or adjusted from the App with automated mobile card payments. Add photos, signatures and attachments with ease to both Quotes and Invoices!
Instant Access to Documentation
Integrated Document Management means everyone has access only to the latest copies of company documents both in the field and in the office. Permissions are enabled to restrict access where required and automated notifications trigger when documents are due to expire.
Customisable and So Easy to Use
Far more than just a forms or jobs solution, Formitize can replace so many of the forms and processes used in your business. Clear, simple to use checklists, forms, reports and workflows. Customise button text, colours, and actions to perfectly suit your business.
Safety First Compliance
With Safety First option on, the field user can’t access job forms until the Safety First forms have been completed. The Safety Manager can be viewing the submitted safety forms back in the office before the job has even started!
Scheduling & Job Management!
Drag and Drop to create single or recurring jobs in seconds with real-time dashboard
Complete Job Solution
Full job and task management with CRM, Financials, Safety, Scheduling, Tracking and fully customisable Job Forms to perfectly suit your business. The flexibility ensures the workflow can match your business and the way you work!
What a powerful partnership!
Powerful two-way Xero integration keeps everything up to date.
Let us build your first form for free!
Let us help you get started by building your first form for free, integrated to Xero and all part of the no obligation Free Trial.
Drag & Drop Form Builder to create your perfect forms
Create your own forms with the smart drag and drop form builder. More than twenty awesome tools included to build forms perfectly suited to your business beautifully integrated with Xero.
Smart Wizard Form Bank
Simply answer the questions, sit back and watch the magic as the Wizard creates the perfect forms for you from our Form Bank of business forms. You'll be up and running in minutes.
We'll Build your Forms for you.
Our dedicated team of Form Builders are ready and waiting to build your forms for you. We will even build your first form for free as part of our awesome Free Trial*
Everyone up to date, all the time
So many smart features to save time, improve visibility and maximise efficiency.
Get Started Today
You have found the perfect paperless combination: Xero to manage your Accounts, and Formitize to manage your CRM, Job Management, Safety, Document Management and Business Forms. Let’s get started today!