FORMWORX is a modular operations platform built for trades contractors. Documents, crew, safety, scheduling â every module works together, so your office runs as tight as your jobsite.
Timesheets in one app, purchase orders in another, sub-contracts somewhere else. AP and AR are never in sync.
Three systems for the same job. When a scope changes, you update one and forget the others.
Your phone rings all day because customers can't see their job status.
One undocumented incident can mean six-figure fines, spiking insurance premiums, and project shutdowns.
AI-powered document generation. Paste raw text, get structured quotes, invoices, and work orders.
Task checklists, check-in, job sign-off, and full photo documentation. No separate photo app required.
Create, assign, and track jobs end-to-end. Auto-calculated completion from crew progress.
Token-based public pages so customers can check job status without calling you.
Tailgate talks, incident reports, compliance tracking, and crew sign-off blocking.
Weather-aware scheduling with dynamic look-aheads. No more rebuilding the schedule every Monday.
AI-assisted takeoffs from photos and plans.
Invoice tracking, payment status, cost-to-complete, and margin analysis.
Vehicle and equipment tracking, maintenance schedules, GPS dispatch.
Inventory management, supplier pricing, automatic reorder points.
Customer lifecycle from lead to repeat client.
Warranty tracking, scheduled maintenance, and re-service reminders.
Cross-module analytics. Which jobs are most profitable, where delays cluster.
More modules coming
Paste notes, emails, or scope descriptions. AI extracts structured line items, pricing, and customer details.
One click generates a branded document and emails it to the customer.
Approved work orders push directly to crew devices with task checklists and job details.
Real-time progress from the field. Photo documentation, safety sign-offs, and completion tracking.
FORMWORX is built and validated by a working roofing company. Every feature solves a real problem.
Start with Docs. Add Crew when ready. Turn on Safety for compliance. No big-bang migration.
Your operational history becomes a competitive advantage. Better estimates, faster extraction.
Aggregate data creates industry benchmarks that make every company on the platform smarter.
Any contractor with crews in the field and a back office that can't keep up.