Product
Product overviewHow it worksFormsFormis AITransmittals
Who it's for
Project ManagersProject Engineers & Doc ControlDirectors of Projects
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How it works

Build the form. Set the workflow. Run the job⁠

No code. No consultants. You shape Formis to match how you actually run the work, then you are live the same afternoon. Here is the whole thing, start to finish.

01Build the formdrag the fields you need02Set the workflowroute, approve, notify03Then it runsFormis takes it from thereNO CODE · NO CONSULTANTS
01

Build the form your way⁠

Drag the fields you need onto the form. Name them, mark what is required, add the options. This is your RFI, your submittal, your daily report, built to match the way your office actually works, not a template you have to live inside.

Formis form designer
Drag any field onto your form.
Short Text
Single line
02

Set the workflow⁠

Draw the path the work takes. Who reviews, who approves, who gets copied, what happens if it comes back incomplete. Then write the email that goes out at each step, in your own words. Change any of it later in a couple of minutes.

Formis workflow canvas
Drag a step onto the canvas.
Step
Generic workflow
03

Then it just runs⁠

Publish it, and Formis takes it from there. Each submittal routes itself, chases the people sitting on it, sends the emails you wrote, and lands on the record. You watch the whole job move from one screen.

Maple Commerce CenterLive
SUB-121Curtain wall systemApproved, notifiedYou
SUB-122Concrete mix designPE review, day 1LF
SUB-123Door hardwareReturned, incompleteAM

Simple to set up. Elegant to run. And it does exactly what your job needs, because you built it.

Get started

See it running your kind of job⁠

Set up your first project in the time it takes to find that submittal you're looking for.

14-day free trial. No setup call, no implementation fee, no consultants.