Formitize

C tier on Mobile Forms SoftwareScore 6.4 · #13 of 50

Android app: Yes
Free plan: Trial only
Paid plans from: $29.99/mo
Runs on: Android, api, iOS, Web

formitize.com

Summary

Formitize is a mobile business platform for paperless workflows, combining forms with CRM, job management, scheduling, document management, sales pipeline, quoting, and invoicing. Its Smart Forms use a drag-and-drop builder, templates, automated actions, API access, and integrations; forms can also work without an internet connection. Operations tools cover one-off and recurring jobs, routing, tracking, reminders, and real-time status updates. Smart Assist can automate appointment reminders, job-status updates, invoice creation, lead and quote follow-up, and invoice chasing. Listed integrations include Zapier, Mailchimp, Stripe, QuickBooks, Xero, and Power BI. The platform is available on the web and through Apple and Android apps, as well as API access. The listed Formitize plan costs 29.99 USD per month per user, and a free 14-day trial is offered. The maker says it will build a customer's first form at no charge during the trial. Webforms is a separate paid add-on: $19.99 per month for business clients and from $250 per month for enterprise clients; Australian prices exclude GST.

Who it is for

Formitize suits businesses seeking paperless forms alongside job, scheduling, and customer-management tools. Its stated audience spans sole traders, government agencies, and large corporations.

What is good

Forms can work without an internet connection.
Supports one-off and recurring jobs.
Smart Assist automates reminders and invoice tasks.
Available on Apple and Android devices.
Free 14-day trial includes help building a first form.

What to know first

Webforms is a separate paid add-on.
Australian prices exclude GST.
Listed plan is priced per user.

Verdict

Formitize combines configurable forms with job and business operations tools, including offline form use and automated follow-ups. The listed plan is 29.99 USD per month per user, with a free 14-day trial.

Formitize plans and pricing

All plans

Formitize $29.99/mo month per user Primary modules included · Australian prices exclude GST formitize.com · 2 Oct 2026

Compared on mobile forms software

Carpet workflows: Yesformitize.com
Recurring jobs: Yesformitize.com
Technician scheduling: Yesformitize.com
Route planning: Yesformitize.com
Customer reminders: Yesformitize.com
Mobile access: ios_androidformitize.com

Facts

Purpose: Formitize is a mobile business platform for paperless workflows, combining flexible forms with CRM, job management, scheduling, document management, sales pipeline, quoting and invoicing.service.formitize.com · 2 Oct 2026
Forms: Smart Forms include a drag-and-drop builder, templates, automated actions, API and integrations, and can work without an internet connection.formitize.com · 2 Oct 2026
Operations: The platform includes cloud scheduling, one-off and recurring jobs, job routing and tracking, automated reminders, and real-time job status updates.formitize.com · 2 Oct 2026
Automation: Smart Assist features include appointment reminders, automatic job status updates, invoice creation, lead and quote follow-up, and invoice chasing.formitize.com · 2 Oct 2026
Integrations: The features page lists integrations with Zapier, Mailchimp, Stripe, QuickBooks, Xero and Power BI; Zapier can connect to services including Google Sheets, Google Calendar, Google Drive, Slack and Microsoft Excel.formitize.com · 2 Oct 2026
Security: The maker lists Security Plus as an additional option with two-factor authentication, password controls, login tracking, URL and browser monitoring, and Microsoft SSO.formitize.com · 2 Oct 2026
Mobile support: The Formitize app is available through the Apple App Store and Google Play Store for Apple and Android devices.support.formitize.com · 2 Oct 2026
Trial: The signup page advertises a free 14-day Formitize trial.trial.formitize.com · 2 Oct 2026
Trial assistance: The maker says it will build a customer’s first form for free as part of the free trial.formitize.com · 2 Oct 2026
Add-on pricing: Webforms is a paid add-on priced at $19.99 per month for business clients, while enterprise clients start from $250 per month; Australian prices exclude GST.formitize.com · 2 Oct 2026
Support: Formitize offers email and regional phone support and says customers can book a five-minute chat or use the on-screen smart assistant.formitize.com · 2 Oct 2026
Audience: Formitize says it serves clients from sole traders to government agencies and large corporations, and its help guide says it works across more than 250 industries.formitize.com · 2 Oct 2026