Your team runs the job on one side. Your client follows it on the other.
Your team's workspace
See them work together
Your team
- Leads and clients in one list
- Proposals from ready-made templates
- Phases, schedule, tasks and milestones
- Selections, approvals and change orders
- Photo updates and project files
- Your team, each with the right access
Your client
- Progress and the current phase
- A timeline with what's coming up
- Updates with photos from the site
- Choices, approvals and signatures
- Every document in one place
- Your logo and colors on everything
How a job moves through FormaOS.
Your team's workspace
01
Win the job.
Answer leads quickly and send a proposal that looks like you spent a week on it.
- Every lead in one list, with the next follow-up
- 23 ready-made proposal templates for design and build work
- Send by link and see when it's opened
- Signed online, then one click to make it a project
02
Run the project.
Know where every job stands without making a single phone call.
- Phases and milestones your client can follow
- A schedule, and tasks assigned to your team
- Daily logs from the job site
- Selections, approvals and change orders with signatures
03
Own the experience.
Your clients get a portal with your company front and center.
- Your logo, colors and contact details
- Photo updates they can open on any phone
- Decisions and documents kept in one place
- A home record at handover, with every selection
Does my client need to download anything?
No. They get a link, sign in with their email and see their project on any phone or computer. They never pay a thing.
Will they see FormaOS or my company?
Your company. Your logo, your colors and your name on everything they see.
What does it cost?
Plans start at $39 a month. Try it free for 7 days first, then pick the plan that fits your team. See pricing