Business formation
Form the LLC, store the EIN, and keep compliance dates in view.
Product
See the work, the money, and the books in one place.
FormFlow is a unified business platform. These screens show how it looks when the records are connected.
Get StartedHow FormFlow works
Start with the work you already do.
1. Add a customer
Contact, jobs, invoices, and payments stay on one record.
2. Run the job
Crew, schedule, and materials sit next to the customer.
3. Send the invoice
Line items, due date, and a payment link in one place.
4. Get paid
The customer pays. FormFlow records it when the payment confirms.
5. Keep the books
Home, the ledger, and the tax estimate update together.
6. Form an LLC if you need one
Optional. Skip it if the company already exists.
Home
Everything your business needs. One view.
FormFlow · Summit Home Services
Hi, Jordan
Here's what's happening this month.
Home
Money in
$24,680.42
Money out
$8,420.18
Net
$16,260.24
Outstanding invoices
$6,240
3 overdue
Upcoming bills
$2,184.50
Due this week
Jobs this month
32
7 upcoming
Cash position
$31,240.88
Healthy
Recent payments
- INV-1048 payment+$2,450
- Ferguson Supply-$482.16
- INV-1045 payment+$3,100
Alerts
- INV-1046 · Oak Street Dental · 11 days late
- Ferguson Supply bill · $842.17 unpaid
- Kitchen remodel · crew on site today
Know your cash position
Money in, money out, net, and cash sit at the top of Home.
See who’s waiting to pay
Outstanding invoices and overdue work stay visible until they clear.
Stay ahead of bills
Upcoming bills show what you owe this week.
Keep jobs moving
Jobs this month and what’s next sit next to the money.
See what’s happening next
Alerts cover late invoices, unpaid bills, and crews on site.
Customers
One record for the whole relationship.
Contact information, invoices, jobs, payments, appointments, and activity stay together.
Add your first customerCustomer · Priya Raman
Priya Raman
(512) 555-0144 · last job: Water heater
Open balance
$875
Invoices
INV-1047
Jobs
Water heater
Next visit
Sep 8
Activity
- Invoice INV-1047 sent · $875
- Job completed · Water heater
- Payment pending · due Sep 8
Jobs
A work order that knows the customer.
Crew, schedule, and the invoice live on the same job — not a clipboard and a separate file.
Invoices
Send the bill. Collect. Update the books.
Customer, line items, total, due date, payment status, and a payment link — readable at a glance.
INV-1048 · Northridge HOA
Invoice
INV-1048
Northridge HOA · due Sep 2
- Kitchen faucet replacementQty 1$850
- Labor — 8 hoursQty 8$1,200
- Permit and disposalQty 1$400
Total
$2,450
Paid with the FormFlow payment link
Payments
INV-1048
Northridge HOA · card
$2,450
PaidINV-1047
Priya Raman · payment link
$875
Pending
Payments
Money received, on the same invoice.
Customers pay through a FormFlow payment link. When the payment confirms, the invoice, ledger, and Home update together.
- Invoice→
- Payment link→
- Confirmed→
- Books
Accounting
Profit, cash, and what you still owe.
Income, expenses, and net come from the same invoices and bills you already enter.
Accounting · Profit & loss
This month
- Income
- $24,680.42
- Expenses
- $8,420.18
- Net
- $16,260.24
- Cash$31,240.88
- Accounts receivable$6,240
- Accounts payable$2,184.50
Scheduling
Jobs and appointments on one calendar.
What's next sits next to the customer and the crew — including from a phone.
Ask FormFlow
Business Command Center
Ask about overdue invoices, jobs, and spending in plain English. Confirmation is required before FormFlow contacts anyone. The Command Center is rolling out on Growth.
On your phone
The same records, in your pocket.
Home
Money in
$24,680.42
Money out
$8,420.18
Net
$16,260.24
INV-1048 paid · $2,450
INV-1046 overdue · $1,920
Home on mobile
Customer
Priya Raman
(512) 555-0144
Open balance
$875
Last job: Water heater
INV-1047 · pending
Customer on mobile
Job
Kitchen remodel
14 Pine · Today 10:30 AM
Sam + Riley
In progress
Invoice INV-1048 · $2,450
Job on mobile
Invoice
INV-1048
Northridge HOA
$2,450
Due Sep 2
Paid
Payment link already used
Invoice on mobile
Payments
INV-1048
$2,450
Paid · card
INV-1047
$875
Pending
Payments on mobile
Ask FormFlow
You
Which invoices are overdue?
FormFlow
INV-1046 · Oak Street Dental · $1,920 · 11 days late.
AI on mobile
Connections
Connect the tools your business already uses
Stripe is available now for invoice payments and plan billing. Other connections appear as they become available — never marked live until they actually work.
Stripe
Available nowCustomers pay invoices by card or bank debit. Plan billing uses the same processor.
See how it works
Plaid
AvailableConnect bank accounts so transactions land in the books without retyping. Requires Team plan and Plaid credentials in your environment.
Learn more
QuickBooks
Coming laterMove books between FormFlow and the accounting tool you already use.
Learn more
Google
Coming laterCalendar and workspace tools, when the connection is ready.
Learn more
Microsoft
Coming laterCalendar and email, when the connection is ready.
Learn more
Zoom
Coming laterMeetings that attach to the same customer and job.
Learn more
What FormFlow covers
Banking
Bank connections are coming. When they are ready, transactions will land once in the books.
Accounting
Ledger, profit and loss, cash flow, and balance sheet — on every plan.
Invoicing
Send the invoice, take payment, and watch Home and AR update together.
Payments
Cards and bank debit through Stripe. 1.5% from your plan, applied when payment is confirmed.
Customers
One customer record. Create the next invoice without retyping anything.
Jobs
Work orders, crew, and materials on the same customer.
Scheduling
Jobs and appointments on one calendar — including from your phone.
Marketing
Campaigns to the customers you already keep, not a second list. Available on Growth.
Website
Fixed packages, one intake, pay immediately. Available on Growth.
Taxes
Year-round tracking from the books. Filing is a separate licensed add-on.
AI
Ask in plain English. Confirmation before FormFlow contacts anyone. The Command Center is rolling out.