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TAKING REPORT TEMPLATES TO THE NEXT LEVEL

Formitize is a reporting software that enables pest managers to create custom, compliant reports for their customers quickly and easily. 

Australian pest and termite managers are facing more insurance regulation and legal governance than ever before, with the pressure to accurately and efficiently capture onsite information being felt across the industry.

Formitize, an Australian pest control software company, has launched a suite of custom-built pest control report templates that not only adhere to industry and Australian Standards, but are also clear and easy to navigate and understand for home and business owners.

The new templates, in early 2021, cover the entire range of termite inspection and management reports, as well as timber pest inspections, general pest, agreements, web forms, general business and WHS forms.

Formitize CEO, Matt Burge, says the new reports are about making life easier for the pest industry. “We know that industry professionals need to feel legally protected and adequately supported behind the scenes, but paperwork isn’t, and shouldn’t be, their main priority. We set out to build the full set of templates to take the regulatory pressure off the operators and free them up so they can focus on their real work – eliminating termites,” he said.

iPest and Termite Solutions CEO, Michael Racca, says he’s gained peace of mind, efficiency and clarity by adopting the new industry-specific reports. “I’m very particular with how I do my reports, which are an amalgamation of everything I have learnt working for myself and for other companies.

“So the way they are now [using Formitize templates] is exactly the way that I like my reports to be. With other systems it’s not always possible to write notes, insert photos wherever you like in the report or get things in the format you want them. But with Formitize, it’s all there, and if it’s not I call [the Client Success Team] and get the answer straight away,” he said.

The suite of reports meet insurers’ requirements with approval from Rapid Solutions and Wymark, eliminating another cause for concern for business owners. The reports also pay consideration to the AEMPA Codes of Practice in Termite Management, adding further reassurance.

Presenting information professionally and clearly to the home and business owners who engage them is paramount to pest inspectors. Formitize offers an end to-end solution, serving the operator from the outset of the job through to providing their customers with easy to read, branded documentation.

Mr Racca is proud to send his paperwork to his clientele. “Clients think it looks very professional and very clear. There is no mistaking where everything is, and where everything should be. It’s all in the right place and there’s no misunderstanding.

“For example with the photos, the explanation is right next to the photo instead of all the photos being in one place and all the explanations being somewhere else, where you then need to keep referring back,” he said.

A long-standing allegiance with the pest control industry has created a natural synergy between what is required and what Formitize has delivered. “We have a strong and passionate following of pest managers from businesses of all sizes, from the largest to the smallest, so we understand exactly what they need from a regulatory, practical and legal perspective. These new templates have been received with great confidence and excitement from hundreds of our valued clients already,” said Mr Burge.

The new forms are a welcome addition to the Formitize complete business solution, a full suite of business modules all in one place and all perfectly integrated with each other. The modules include: CRM customer database, job scheduling and management, task management, sales pipeline, asset management, safety, document management, accounts (including quotes, invoices and purchases), online proposals and a compliance register to manage multi-stage processes such as incident reporting and complaint management.

To book a personalised free, no-obligation walkthrough demonstration tour go to formitize.com/demo-landing.

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