Automated Assistants

Now you have a whole new team ready to help you manage your business

A Whole New Team Working for You 24/7!

No holidays, no time off and working 24/7, the Smart Assistants can automate so many of your business processes 

Scheduling Assistant

Scheduling Assistant will send Automated Reminders to your clients by letter, email and SMS to ensure future appointments are never missed and then follow up on completed jobs with automated communications such as Confirmations, Surveys and Referrals.

Automatic Sales Assistantsin Formitize

Sales Assistant

The Sales Assistant will automatically help you engage with every new lead or enquiry. Customise your Sales Pipeline and trigger automated follow up messages by Email, SMS and letter to help you convert more business automatically!

Quoting Assistant

Once your quotes have been sent, Quoting Assistant will automatically follow them up for you. Different reminders can be sent as the quote gets older by email, letter and sms prompting the client to accept.

Automatic Quoting with Formitize
Auto Accounts Assistants with Formitize App

Accounts Assistant

Accounts Assistant will automatically chase up all outstanding invoices for you. Triggered email, SMS and letters can be sent both before an invoice is due and then at stages after the due date with custom wording.

Customer Service Assistant

Keep your team and your customers automatically up to date and informed as each job moves through the job stages. From Created to Completed and everything in between the Assistant can send emails, sms and notifications to advise on where the job is up to. Your clients will love it!

Automated Customer Service assistants in Formitize App
Formitize Auto Assistants

A whole new team on your side

The Automated Assistants are just like having a whole new team behind you taking care of so many of the general day to day tasks so that you can focus on driving the business forward (and it all automatically scales as you do). No sick leave, no annual leave – just working away 24/7 to help your business grow.

Outperform the Big Guys

Automated Assistants enable small businesses to compete with (and often out perform) their large competitors by providing higher levels of Customer Care, Communication and attention to detail – and all beautifully automated!

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"My Clients would be shocked!!"

“My clients would genuinely be shocked if they knew how small my businesses is. By using the Automated Assistants, I can provide job status updates, future job reminders and automated accounts and it really impresses them. Love it!!”

Famous for Incredible Support

Your dedicated Client Success Manager will be there with you throughout your journey.

We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.

You decide what you want to use.

It’s all there! Use the modules you need or benefit from all of the included business solutions.

CRM Client Database

All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.

Safety First

Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .

Scheduler & Job Management

Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date

warehouse ipad worker
Quotes, Invoices & Expenses

Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.

Document Management

Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.

Lead Sales Pipeline & Tasks

Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.

Don't wait another second, let's get you paperless today!