Form Up has a built-in AI assistant — and a secure connector that links Claude and ChatGPT straight to your live Form Up data. Ask about your projects, schedules, estimates, clients, and your numbers in plain English, and get answers from your real jobs. Not generic advice. Your data.
Built into Form Up • Connect Claude or ChatGPT • Management-gated write access
Most AI gives you generic answers. Form Up connects the AI to your real, live jobs — so the answers are actually about your business.
“What’s on the schedule this week?” “Which estimates are still open?” Ask it like you’d ask your office manager — no menus, no reports to dig through.
A secure connector links your live Form Up data to Claude (claude.ai) or ChatGPT. Once it’s connected, they answer from your real jobs — not from thin air.
Projects, schedules, estimates, clients, your team, and your financials. It pulls what’s actually in your account, live, instead of guessing.
Beyond looking things up, it can create an estimate, plan a crew, or post a message to your team chat. Write actions are gated to management roles only.
Connect with OAuth or a personal token. It’s multi-company aware, so it only ever sees the company you authorize it to see.
Turn an estimate into a phased crew plan automatically. Let the AI rough out who’s doing what and when, then adjust it your way.
Link Claude or ChatGPT to your Form Up account with OAuth or a personal token. Pick the company you want it to see — it stays scoped to that one.
“How’s the Miller job tracking?” “What did we estimate last month?” It reads your live data and answers — no reports, no spreadsheets.
If you’re on a management role, have it create an estimate, plan a crew, or post to team chat. Read-only for everyone else.
Get a plain-English rundown of active projects and where each one sits — without opening every job to check.
See more →Describe the work and let the AI build the estimate for you. On a management role, it can create it right in Form Up.
See more →Turn an estimate into a phased crew plan — who’s on it and in what order — then adjust it to fit your schedule.
See more →Ask what’s booked this week, who’s assigned where, and what’s coming up — straight from your live schedule.
See more →Both. Form Up has a built-in AI assistant you can use right inside the app. On top of that, you can connect Claude (claude.ai) or ChatGPT to your live Form Up data using a secure connector, so you can ask questions in whichever one you already use.
Your real data. Once connected, it reads your live projects, schedules, estimates, clients, team, and financials from your account — so the answers are about your actual business, not generic advice.
It has read tools for looking things up, plus management-gated write tools. Only management roles can have it take actions like creating an estimate, planning a crew, or posting a team chat message. Everyone else stays read-only.
You connect with OAuth or a personal token, and it’s multi-company aware — it only sees the company you authorize. It can’t reach across into companies you didn’t connect.
It turns an estimate into a phased crew plan automatically — roughing out who’s doing what and in what order. You review it and adjust it to fit how you actually run the job.
Get started free and connect the AI to your real Form Up data.