FORMABUILD Project Manager

Every item in a build, from picked to paid to delivered.

Project management built for general contractors: one working record for every job, with what goes in each room, what it cost, who was paid, and what has arrived on site.

  • Room-by-room planning
  • Invoices read by AI
  • Bank feed
  • Daily check-in calls
Main House Sample room
Primary Bathroom
5 items
Toilet
Toto wall-hung, dual flush
$612 Done
Vanity faucet
Delta Trinsic, matte black
$289 Delivery
Shower valve
Kohler Rite-Temp trim
$176 Payments
Floor tile
24×24 porcelain, 90 sq ft
$1,140 Payments
Vanity
still choosing
Selection
Invoiced $2,217 · paid $1,928 2 of 4 delivered

Every item moves along the same four stages.

A project is laid out as areas (Main House, ADU) and spaces (each room). Every fixture, material and appliance planned for a room is one item, and each item sits somewhere on the tape. The project page shows how many are at each stage, and every area shows its own spread.

Sample counts.

Selection
Still choosing, or waiting on a quote. Research links, spec sheets and any number of quotes live on the item, with the one being acted on marked final.
Payments
Bought, not fully paid. The item's invoices and the bank payments against them show what's still owed.
Delivery
Paid, not all arrived. Deliveries are logged as they land, partial or full, with printable box labels carrying the item's number.
Done
Everything is on site. Returns are tracked separately, from started to item returned to refunded.

Space templates

A "Primary Bathroom, tub and two sinks" template fills a new room with the 70-odd slots it needs, ready to be specified.

Filter by trade, space or item

See just the plumbing, just the kitchen, or every window across the project, at any stage.

Move or copy an item

Move a slot to another room with everything attached, or duplicate it where the same product goes twice.

An invoice fills itself in.

Upload a PDF, snap a photo of a receipt from the site, or forward the vendor's email to your own private address. The AI reader takes it from there.

  1. 1

    It arrives

    Every team member gets a private forwarding address. The Email Invoice Reader sorts bills from ordinary mail, pulls the vendor, number, date and total, and spots duplicates and corrected versions of a bill already on file.

  2. 2

    Every line is read

    Quantities, units, SKUs and prices come off the document. Each product is looked up on the supplier's website, from big-box stores to local lumber yards, for its full name, specs and photo.

  3. 3

    It lands on the right item

    Each line is matched to the planned item it pays for, or added as a new one, split across rooms if it was bought for several. Picked up in store? Delivery is logged on the spot.

  4. 4

    The payment is found

    The card charge or transfer for the same amount, around the same date, is suggested for the invoice. Labor paid to a person is matched to the crew member instead.

INV-00412 · Westside Lumber
Read by AI · 3 product lines Sample
Unpaid
LineQtyAmount
2×4×8 Douglas Fir stud
Main Building / Bathroom · Framing lumber
36$30.24
Bosch SDS-plus chisel, 3/4 in.
New item · Tools
1$21.99
N95 respirator, 20-pack
Consumable · no item needed
1$32.99
WESTSIDE LUMBER
2026-07-01 · Business card
Auto-attached −$131.75

Balances come from the bank, not from memory.

PaymentsSample
DateDescriptionTagged toAmount
2026-09-24THE HOME DEPOT LOS ANGELES CAInvoice INV-00398−$714.76
2026-09-23Zelle payment to LuisLuis · Framing crew−$1,375.00
2026-09-22AMAZON MARKETPLACE 2 probable invoices−$62.42
2026-09-19Client depositMaple Street+$10,000.00
  • Imported every morning

    Company bank and card accounts connect through Plaid. New transactions arrive on their own, and a pending charge keeps its tag when it posts.

  • Tagged in one place

    Each payment goes to an invoice, a project or a person. An invoice's paid amount and balance are simply the payments tagged to it.

  • Nothing slips through

    Untagged payments stand out, "find probable invoices" suggests where one belongs, and totals show spent, received and net for any filter.

The crew's hours, by phone, every evening.

At the time each project sets, a voice assistant calls the site lead, asks who worked and when, reads it back, and writes the timesheet. If it reaches voicemail or they ask to be called later, it tries again.

Timesheets
A day view and a calendar per project, start and end times per person, what each person worked on, and totals for any period.
People and services
Every contractor, crew member and vendor, grouped by trade, with what the company has paid each of them.
Contracts
The quoted amount for each contract on a project, the invoices billed against it, and the balance still remaining.
Check-in call · Maple Street
6:00 PM Sample
Completed

AssistantHi, calling about Maple Street. Who worked today, and what hours?

Site leadLuis and Sam, eight to four. Ray came in at noon.

AssistantSo Luis and Sam eight AM to four PM, Ray noon to four, everyone else off. Is that right?

Site leadYes.

3 people written to the timesheet

Have we paid Jordan for the framing yet?

Yes. Jordan has been paid $3,600.00 on Maple Street, most recently $1,200.00 on Sep 19. The framing contract has $800.00 still remaining.

  • · Sep 19 · $1,200.00 · Zelle · Framing labor, week 3
  • · Contract · Framing · $4,400.00 quoted

Sample conversation.

Ask it anything about the records.

The assistant searches projects, invoices and what was on them, payments, people, contracts and timesheets, and answers with links to the records it used. It only reads. It never changes anything, and says plainly when nothing matches.

"Which invoices had windows on them?" · "What's still unpaid on Maple Street?" · "Who worked last Tuesday?" · "Find the $7.13 payment."

Built for the office and the site.

On a phone

  • New invoice and Ask are always one tap away at the bottom of the screen.
  • Take a photo of a receipt straight from the camera.
  • Log a delivery or a pickup as it arrives.

Set up once

  • Space templates for the rooms you build again and again.
  • Item categories, spaces and trades shared by every project.
  • Per-project check-in call times, phone numbers and retries.

Automatic, when you want

  • Emailed bills added to the one active project, with nothing to check.
  • The single matching card charge attached to a materials invoice.
  • Off until switched on, and every automatic step is marked as such.

Everything about a build, in one record.

Tell us about your company and where you build, and we'll show it on a project like yours.

Contact sales