Solutions — Trade Business
Handle everything from quote follow-ups to invoice chasing with one tool. Runs on its own, on every job, on the schedule you set.
Why Formt
ServiceTitan, Jobber, AccuLynx, or a spreadsheet keeps track of your jobs and schedule. Formt handles the follow-up work outside it, the work that wins new jobs and gets you paid.
What Formt automates
Start from a template built for your trade, or describe the workflow in plain English and Formt builds it. From there, it runs automatically on every job you send, invoice you raise, or milestone you hit. You stay in the loop on the messages you'd want to review.
Homeowners get multiple quotes. The contractor who follows up consistently wins more jobs. Formt sends a check-in two days after your estimate goes out and a softer follow-up a week later, automatically.
40 leads in 24 hours after a storm. Formt sends each homeowner a personalised response immediately, and follow-up estimates take minutes, not hours.
Enter the measurements and materials from the truck, and Formt looks up your prices, does the math, generates a branded PDF, and sends it to the homeowner. Your estimate arrives before they've called the next contractor.
Formt pulls overdue invoices from AccuLynx or a spreadsheet, drafts a polite payment reminder for each homeowner, and waits for your review before sending. Overdue invoices stay on Formt's radar, not yours.
After every completed job, a personalised review request goes out to the homeowner. Reviews are what win you the next job before the phone even rings.
Every Friday, a report of jobs with outstanding balances lands in your inbox. You know exactly who owes what without pulling up your CRM.
Speed wins
Your reputation, your work, and your reviews get you in the running. What Formt covers is the piece many contractors miss: being first to reach every prospect on your list, from a storm zone to a canvassing route to a referral batch, and following through on every job you land. This is the difference that lands the client.
Templates
Clone a template, point it at your AccuLynx account, and it runs in minutes on your live jobs. Each one is built around a real trade business workflow, and can be personalized to fit your business, not the other way around.
Try it first