Dispatch techs, track hours, invoice on-site, and manage your service business without the office overhead.
Free plan available • No credit card required • 14-day trial on paid plans
Every plumbing, hvac & electrical contractor deals with these. Form Up fixes them.
See every tech's schedule in real time. Drag a new job onto the nearest available tech. They get the notification instantly.
Create and send invoices from the job site before the truck leaves the driveway. Accept payment on the spot.
GPS time tracking shows exactly where your team clocked in. Geofenced verification means no faking locations.
CRM tracks every client, every unit they have, every service history entry. Follow up automatically. Never lose a customer you already won.
Visual calendar with drag-and-drop scheduling. Assign service calls, installs, and inspections. Techs see it all on their phone.
Clock in at the job site with GPS verification. Track drive time vs. on-site time. Accurate to the minute.
Build the invoice while you're still at the job. Add parts, labor, photos. Send it before you leave.
Full service history per client. Equipment records, past invoices, notes from previous techs. Nothing falls through the cracks.
Send estimates from the field. Clients approve through their portal. Convert to invoice instantly when the work is done.
Document every job with photos, notes, and completion status. Build a service record that protects you and impresses clients.
“My plumbing company runs 6 trucks. Before Form Up, dispatching was chaos and invoicing was a week behind. Now everything happens in real time.”
Yes. Categorize jobs by type, track time and materials separately, and run reports to see which services are most profitable.
Both. Create flat-rate estimates for standard jobs or track actual hours and materials for T&M billing.
Yes. Techs can log materials used on each job, which automatically populate the invoice.
Absolutely. Set up recurring schedules for HVAC maintenance, plumbing inspections, or electrical checks with automatic invoicing.
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