Everything you need to run the project. Nothing you need a consultant to turn on
Forms, workflows, transmittals, a document register, and Formis AI. In one place, configured to how you work.
No-code form builder
Build RFIs, submittals, daily reports, inspections, and custom forms with drag-and-drop fields, show and hide logic, and formulas. Add lists, signatures, attachments, GPS, and barcode capture without code.
Workflows and routing
Multi-step review and approval flows: assignees by role, user, or field, if and else branches, pause and resume, deadlines, and reminders. Configure it yourself, change it when the job changes.
Notifications in your words
Write the subject and body of your form and workflow notifications with a rich-text editor and project and form tokens. Your emails, not a locked template.
Transmittals with guest acknowledgment
Distribute packages for acknowledgment of receipt. External recipients open a secure link, download the exact files, and acknowledge, with no account and no seat consumed.
Document control and register
A project register with controlled numbering, revision lineage, general versus project-wide visibility, and an optional review mode. Controlled records are permanent and traceable.
Formis AI
Pre-Submission Insight checks a form for completeness and risk against the project's own documents before it's filed. Response suggestions help reviewers draft a reply. Always inside an Engineer of Record boundary.
Roles and access
A clean model of seats, project roles, and access groups controls who sees and does what. Guests on transmittal links are never seats.