Upload a scope of work and let AI organize it into a clear execution plan.
Build and organize your project timeline. Set dates, add descriptions and share with your client.
Everything in Finance hangs from the contract price: invoices, change orders and the profit line. Set it once and the rest of the tab unlocks.
Start with the basics. You can add more details later.
Tell us about the project. This helps Formo set up the right tools and workflows.
Link an existing client or create a new one. A new client is saved to your client database automatically.
Add context to help Formo organize the right tools, scope and workflows.
Choose who works on this project. You can skip this and add people later.
Pick it from your price list or enter the details manually.
Add a product from a link or enter details manually.
