Solo
For an owner running a few jobs at a time.
$39per month
Billed yearly, $468 a year
1 team member
- Up to 5 active projects
- Leads, follow-ups and a website quote form
- Proposals clients sign online
- Branded client portal
- Project updates with photos and video
Studio
Most popularFor a small team with several projects going.
$99per month
Billed yearly, $1188 a year
Up to 5 team members
- Unlimited projects
- Everything in Solo
- Approvals, selections and allowances
- Ordering with delivery dates
- Change orders with e-signature
- Daily logs, punch lists and client handover
- Reports and lead source tracking
Firm
For established firms with a full team.
$199per month
Billed yearly, $2388 a year
Up to 15 team members
- Everything in Studio
- Custom roles and permissions
- Remove FormaOS branding from your portal
- AI drafting for updates and proposals
- Priority support
- 7 days free on any plan
- No contracts
- Cancel anytime
- Export your data anytime
- Clients are always free
Compare every feature
| Feature | Solo | Studio | Firm |
|---|---|---|---|
| Team and projects | |||
| Team members | 1 | Up to 5 | Up to 15 |
| Active projects | 5 | Unlimited | Unlimited |
| Clients in the portal | Unlimited | Unlimited | Unlimited |
| Custom roles and permissions | |||
| Win the job | |||
| Leads, follow-ups and tasks | |||
| Website quote request form | |||
| Proposals signed online | |||
| Proposal templates | |||
| Run the project | |||
| Updates with photos and video | |||
| Branded client portal | |||
| Schedule and client timeline | |||
| Approvals, selections and allowances | |||
| Ordering and delivery dates | |||
| Change orders with e-signature | |||
| Daily logs and punch lists | |||
| Your Home handover for clients | |||
| Run the business | |||
| Today, calendar and search | |||
| Reports and lead sources | |||
| AI drafting | |||
| Remove FormaOS branding | |||
| Data export | |||
| Support | Priority | ||
Questions
What happens after the free trial?
Your trial lasts 7 days. Before it ends, we'll ask you to pick a plan to keep going. If you don't, your account is paused, not deleted, and everything is still there when you come back.
Can I change plans or cancel?
Yes, anytime from your account. There's no contract. If you cancel, you keep access until the end of the period you paid for.
Do my clients pay anything?
No. Clients use the portal for free, on any phone or computer.
Can I take my data with me?
Yes. You can export your leads, projects and documents whenever you want.
The full details are in our Terms of Service and Cancellation and Refund Policy.