In the trades, every minute counts. When work performed, time, and evidence are captured consistently, you invoice faster, avoid back-and-forth, and free capacity for more jobs. Ditch one-off tools, paper, and copy-paste. Say hello to Formtastic. 🔧✨
⚙️ The three levers for your shop
1) Speed: Captured on site, usable in the office instantly.
2) Proof: Photos, signature, time & GPS in one document.
3) Cash flow: Complete records mean quicker approvals and faster invoices.
🧰 Formtastic—your toolbox for clean operations
- Web & mobile (offline, too): standardized forms for measurements, service, maintenance, sign-off
- Built-in evidence: photos, signatures, time/GPS stamps right in the form
- Auto documents: branded Word/PDF reports—no manual assembly
- Seamless handoff: send data/files to Google Drive/Sheets or via SFTP/FTP into your DMS/ERP
- Data protection made in Germany: DE hosting, role-based access, full activity logging
Result: less friction, fewer errors, better margins.
🛠️ Real-world flow: Job → Report → Invoice
- The technician opens the job form (customer, asset, line items, time, materials, photos).
- The customer signs on site—fully documented.
- Formtastic auto-generates a PDF with images & timestamps.
- The file lands via SFTP in the correct project folder; a Google Sheet updates status & KPIs.
- Back office creates the invoice without follow-ups—everything’s there.
📈Bottom-line results
- –40–60% handling time per job thanks to standard fields & auto documents
- Faster billing with complete, signed evidence in your DMS
- Fewer disputes through clear photo proof and accurate time capture
- Better planning: live status & KPI overview in Google Sheets
(Indicative ranges from similar teams; results vary by starting point.)
🔍Street-tested tips—so it runs smoothly
- Standardize terminology: trade, item, and activity lists for clean analytics
- Use mandatory fields wisely: photo, signature, timestamp where it truly matters
- Automate documents: stop hand-building Word files—reduce errors and waiting
- Keep filing logical: Customer → Project → Year → Job
- Track the right KPIs: cycle time, first-time-fix, change orders, open defects
🚦Live in one day
- Kick-off (30 min)—review processes, pick templates
- Build forms—drag-and-drop, required fields, photo inputs
- Style documents—logo, layout, legal details
- Set up handoff—SFTP/FTP, Google folders, permissions
- Go live—onboard team, share dashboard, start
✨ Next step: More jobs, less paper
Formtastic turns paperwork into scalable, invoice-ready workflows—so your crew gets more done and gets paid faster. 🛠️💙