Franchise Solutions

Revolutionise your franchise operation with powerful business solutions.
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Powerful, Flexible Franchise Business Solutions

Franchises operate in many different markets and range dramatically in size and structure. Whatever your size or sector, we're ready to help.

Complete Franchise Solutions

Everything you and your franchisees need to run your business from your mobile phone or tablet

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

Complete Franchise Solutions with Formitize
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.

Australia's Largest

Jim’s Group is one of the world’s largest franchise groups with nearly four thousand franchisees across more than forty business divisions. Formitize provides the complete franchise business solution.

Automated Setup in Formitize App

Global Applications

Wherever your franchisees are based, anywhere in the world, they can be setup and fully operational in minutes. Automation, consistent format, integrated reporting and real-time visibility provides incredible business benefits.

Automated Setup

Existing and new franchisees can be set up automatically and instantly. Automated setup can include Custom Forms, Invoices, Line Items, Account Details, Resource Documents, Training Details, Clients and Suppliers.

tasks and workflows in phone using formitize
Contacts, suppliers and teams in Formitize App

Consistent Operations

So much value can be added by standardising operations and solutions across the franchise. Formitize provides a platform to standardise Lead and Job allocation and distribution, Quoting, Invoicing and Purchase management, Sales Lead Pipeline Management, Quality Control, Complaint Management, Franchise Reporting and so much more.

Lead & Job Allocation

Lead and Job allocation solutions to receive, allocate and assign lead enquiries and jobs to franchisees. If required, Formitize can also just integrate with existing allocation software and manage the mobile user side.

Franchises lead and job allocation in Formitize app
Instant Quotes in the Formitize CRM App

Improved Client Response Times

Instant lead allocation and built in instant communications means dramatically improved response times. Slide right to Call, SMS or Email or slide left to Action any inbound lead or client with all notes and activities stored with time and date stamp in the client log.

Quality Control and Management

Take the Quality Control and Management of your franchise to another level. Mobile Quality Inspections, Audits, Product Placement, Safety and Compliance, Non-Conformance and so much more can all be managed perfectly and without a piece of paper in sight.

Quality Control and Management in Formitize App
Franchise Sales and Onboarding in Formitize App

Franchise Sales & Onboarding

The Sales Pipeline and Dashboard provides the perfect platform to promote, sell and onboard new franchisees. Automated emails, letters, SMS messages and notifications trigger as the prospect moves through the different stages of the sales pipeline.

Visibility & Reporting

The Formitize platform provides both Franchise operators and Franchisees with a whole new level of visibility and reporting. Real-time Dashboards, Time & Date and GPS Stamping, Automated Note Recording with Voice to Text and so much more. All data and reporting avaiable via secure web-based Management Portal.

Fomitize Sales Pipelien inmage
Safety Resources in Formitize

Document Control

Centralised Document Management via the integrated Resources module ensures that everyone has access to the latest versions of the right documents all the time – in the office, or in the field. Full version control and auto syncing ensures full document compliance that is so easy to use.

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.

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