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Formitize

Field service management solution

Table of Contents

Is this product right for your business?

Find out with a

Formitize - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

Formitize overview

What is Formitize?

Designed for businesses in pest control, inspection, landscaping, or food safety industries, it helps users manage customers, clients, and leads. Formitize offers a built-in CRM that allows users to manage contacts and accounts, create smart forms to collect data and documents from clients, track tasks and milestones across teams, schedule events, set deadline or appointment reminders with customers and more.

With Formitize, staff members can utilize a unified platform to manage all contact information with custom fields that lets users track of everything from customer information like birthdays and anniversaries to notes about the job site or inspection location. Team members can also create smart forms with drop-down menus that optimizes data and information collection from new clients.

Starting price

29.99per user /
per month

Alternatives

with better value for money

Formitize pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(3)

3-4(12)

5(32)

What do users say about Formitize?

Overall, my experience with Formatize was positive with ease of use, particularly with my lack of computer skills

Select to learn more

Who uses Formitize?

Based on 47 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Facilities Services

Construction

Chemicals

Consumer Services

Others

Use cases

Pest Control

Scheduling

Field Service Management

Service Dispatch

Building Maintenance

Formitize's key features

Most critical features, based on insights from Formitize users:

Calendar management

5.0

(3)

Electronic signature

4.0

(3)

Customer database

5.0

(4)

Dispatch management

3.5

(4)

Billing & invoicing

4.2

(13)

Quotes/Estimates

3.0

(3)

Routing

3.3

(3)

Pest activity tracking

4.4

(5)

All Formitize features

Features rating:

4.3

(47)

Access controls/permissions

(0)

Accounting

(0)

Accounting integration

3.0

(2)

Activity dashboard

(0)

Activity tracking

(0)

Alerts/Notifications

3.0

(2)

API

(0)

Appointment scheduling

(0)

Asset tracking

(0)

Automated scheduling

(0)

Availability management

(0)

Barcode/Ticket scanning

(0)

Billing & invoicing

4.2

(13)

Booking management

5.0

(2)

Calendar management

5.0

(3)

Client portal

(0)

Commercial properties

(0)

Confirmations/Reminders

(0)

Contact database

1.0

(1)

Contract/License management

1.0

(1)

Credit card processing

(0)

CRM

3.0

(2)

Customer database

5.0

(4)

Customer history

4.8

(5)

Customizable branding

(0)

Customizable fields

(0)

Customizable forms

3.0

(2)

Customizable reports

5.0

(2)

Customizable templates

(0)

Data import/export

(0)

Dispatch management

3.5

(4)

Document management

(0)

Document storage

(0)

Drag & drop

(0)

Electronic payments

(0)

Electronic signature

4.0

(3)

Email management

(0)

Employee management

(0)

Employee scheduling

(0)

Equipment tracking

(0)

Facility scheduling

(0)

File storage

3.3

(3)

Fleet management

(0)

For pest control companies

4.6

(8)

GPS

3.7

(3)

Groundskeeping management

(0)

Group scheduling

5.0

(1)

Historical reporting

5.0

(1)

Inspection management

(0)

Inventory control

(0)

Inventory management

1.0

(1)

Irrigation tracking

(0)

Job costing

(0)

Job management

(0)

Job scheduling

(0)

Job tracking

(0)

Location tracking

(0)

Maintenance scheduling

5.0

(1)

Mobile access

4.7

(15)

Mobile alerts

(0)

Mobile app

(0)

Mobile signature capture

(0)

Monitoring

(0)

Multi-Location

5.0

(1)

Online booking

4.0

(2)

Online time clock

1.0

(1)

Payment collection in the field

1.0

(1)

Payment processing

(0)

Payroll management

(0)

Pest activity tracking

4.4

(5)

Pesticide usage tracking

(0)

Predictive maintenance

(0)

Preventive maintenance

5.0

(1)

Property layouts

(0)

Purchase order management

(0)

QuickBooks integration

(0)

Quotes/Estimates

3.0

(3)

Real-Time data

(0)

Real-Time notifications

5.0

(1)

Real-Time reporting

(0)

Real-time scheduling

4.3

(4)

Real-Time updates

5.0

(1)

Recurring appointments

(0)

Reminders

5.0

(1)

Reporting/Analytics

(0)

Reporting & statistics

(0)

Residential properties

(0)

Resource scheduling

(0)

Routing

3.3

(3)

Scheduling

4.2

(13)

Self service portal

(0)

Service history

3.0

(2)

SMS messaging

(0)

Status tracking

(0)

Task scheduling

5.0

(1)

Technician management

4.3

(3)

Third-Party integrations

(0)

Time & expense tracking

(0)

Timesheet management

(0)

Time tracking

(0)

Workflow management

(0)

Work order management

3.5

(4)

Formitize alternatives

Formitize

4.4

(47)

Starting from

29.99

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.3

Jobber

4.6

(1.4K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.4

Value for Money

4.4

Customer Support

4.6

ServiceWorks

3.6

(115)

visit website

Starting from

948

Per year

Free trial

Free version

Ease of Use

3.5

Features

3.6

Value for Money

3.6

Customer Support

3.6

Less Paper

4.9

(30)

learn more

Starting from

120

Per month

Free trial

Free version

Ease of Use

4.9

Features

4.8

Value for Money

5.0

Customer Support

5.0

Formitize pricing

Value for money rating:

4.3

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Giving Back

No pricing info

Features included:

Designed for Charities and Not for Profits
Giving Back Program Is Available

Standard

29.99

/user

Per month

Features included:

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

Industry Solutions

No pricing info

Features included:

Automated Assistants
Cloud Scheduler
CRM
Dedicated Vertical Industry Solutions
Document Management
Industry Resource Documents
Job Management
Job Type Industry Templates
Mobile Payments
Quoting & Invoicing
Safety First
Sales Pipeline
Smart Forms
Specific Dedicated Workflows
Specific Industry Reports

User opinions about Formitize price and value

Value for money rating:

4.3

(47)

To see what individual users think of Formitize's price and value, check out the review snippets below.

“They guided our team through the entire process from zero to Hero.”

Keith A.

Director

“Overall, my experience with Formatize was positive with ease of use, particularly with my lack of computer skills”

Andrew M.

Builder/building Consultant

Formitize integrations (3)

Integrations rated by users

We looked at 47 user reviews to identify which products are mentioned as Formitize integrations and how users feel about them.

Xero

Integration rating: 5.0 (5)

“export to Xero for accouting purpose.”

Yu N.

Director

Square Point of Sale

Integration rating: 5.0 (1)

“It connects your event management directly to your payments, so everything stays in sync. Deposits, invoices, and final payments flow through one system, reducing manual entry and errors.”