Skip to content
FormFlow

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 Started
app.formflowyourllc.com
Search invoices, customers, jobs…

Home

Hi, welcome Jordan

Here's what's happening with your business.

Money in

$24,680.42

Money out

$8,420.18

Net

$16,260.24

Cash balance

$31,240.88

Tax estimate

$3,799.56

You're owed

$6,240

3 outstanding invoices

  • Priya Raman

    INV-1047 · due Sep 8

    $875

    Pending

  • Oak Street Dental

    INV-1046 · due Aug 22

    $1,920

    Overdue

  • Elena Vasquez

    INV-1044 · due Sep 14

    $640

    Pending

You owe

$2,184.50

2 unpaid bills

  • Ferguson Supply

    Materials

    $842.17

  • State Farm

    Insurance

    $412.50

Recent invoices

All invoices
InvoiceCustomerAmountDueStatus
INV-1048Northridge HOA$2,450Sep 2Paid
INV-1047Priya Raman$875Sep 8Pending
INV-1046Oak Street Dental$1,920Aug 22Overdue
INV-1045Harbor Lofts$3,100Aug 18Paid
INV-1044Elena Vasquez$640Sep 14Pending

Upcoming

  • Kitchen remodel — 14 Pine

    Today 10:30 AM · Sam + Riley

  • HVAC maintenance

    Tomorrow 9:00 AM · Jordan

  • Commercial repair — Harbor Lofts

    Friday 1:00 PM · Sam

How FormFlow works

Start with the work you already do.

  1. 1. Add a customer

    Contact, jobs, invoices, and payments stay on one record.

  2. 2. Run the job

    Crew, schedule, and materials sit next to the customer.

  3. 3. Send the invoice

    Line items, due date, and a payment link in one place.

  4. 4. Get paid

    The customer pays. FormFlow records it when the payment confirms.

  5. 5. Keep the books

    Home, the ledger, and the tax estimate update together.

  6. 6. Form an LLC if you need one

    Optional. Skip it if the company already exists.

Home

Everything your business needs. One view.

app.formflowyourllc.com
Search invoices, customers, jobs…

Home

Hi, welcome Jordan

Here's what's happening with your business.

Money in

$24,680.42

Money out

$8,420.18

Net

$16,260.24

Cash balance

$31,240.88

Tax estimate

$3,799.56

You're owed

$6,240

3 outstanding invoices

  • Priya Raman

    INV-1047 · due Sep 8

    $875

    Pending

  • Oak Street Dental

    INV-1046 · due Aug 22

    $1,920

    Overdue

  • Elena Vasquez

    INV-1044 · due Sep 14

    $640

    Pending

You owe

$2,184.50

2 unpaid bills

  • Ferguson Supply

    Materials

    $842.17

  • State Farm

    Insurance

    $412.50

Recent invoices

All invoices
InvoiceCustomerAmountDueStatus
INV-1048Northridge HOA$2,450Sep 2Paid
INV-1047Priya Raman$875Sep 8Pending
INV-1046Oak Street Dental$1,920Aug 22Overdue
INV-1045Harbor Lofts$3,100Aug 18Paid
INV-1044Elena Vasquez$640Sep 14Pending

Upcoming

  • Kitchen remodel — 14 Pine

    Today 10:30 AM · Sam + Riley

  • HVAC maintenance

    Tomorrow 9:00 AM · Jordan

  • Commercial repair — Harbor Lofts

    Friday 1:00 PM · Sam

  1. Know your cash position

    Money in, money out, net, and cash sit at the top of Home.

  2. See who’s waiting to pay

    Outstanding invoices and overdue work stay visible until they clear.

  3. Stay ahead of bills

    Upcoming bills show what you owe this week.

  4. Keep jobs moving

    Jobs this month and what’s next sit next to the money.

Customers

One record for the whole relationship.

Contact information, invoices, jobs, payments, appointments, and activity stay together.

Add your first customer
Customer · 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
Contractor reviewing a work order on a job site

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.

Jobs · Today

Kitchen remodel — 14 Pine

Northridge HOA · Today 10:30 AM · Sam + Riley

In progress

  • Kitchen remodel — 14 Pine

    Today 10:30 AM · Sam + Riley · In progress

  • HVAC maintenance

    Tomorrow 9:00 AM · Jordan · Scheduled

  • Commercial repair — Harbor Lofts

    Friday 1:00 PM · Sam · Scheduled

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

Paid
  • 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

Payments

  • INV-1048

    Northridge HOA · card

    $2,450

    Paid

  • INV-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.

  1. Invoice→
  2. Payment link→
  3. Confirmed→
  4. 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.

Schedule · This week

Tuesday

  • 10:30

    Kitchen remodel

    Sam + Riley

  • 1:00

    Backflow test

    Jordan

  • 3:30

    Fixture swap

    Riley

Calendar and planning notebook on a desk

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.

You

Which invoices are overdue?

FormFlow

INV-1046 · Oak Street Dental · $1,920 · 11 days late. Confirm before sending a reminder.

On your phone

The same records, in your pocket.

FormFlow on your phone is the same workspace as on your desk — money, customers, and what’s next — without juggling a pile of screens.

  • Home — cash in, who still owes you, and alerts before the next job.
  • Customers — open balance and last job on one record, ready from the driveway.
9:41

Home

Hi, welcome Jordan

Here's what's happening with your business.

Money in

$24,680.42

Money out

$8,420.18

Net

$16,260.24

Cash

$31,240.88

You're owed · $6,240

  • Priya RamanPending
  • Oak Street DentalOverdue

Home

9:41

Customer

Priya Raman

(512) 555-0144

Open balance

$875

Last job

Water heater

INV-1047 · pending

Customer

Marketing strategies

Marketing that builds real local presence.

Four monthly strategy packages — $399, $599, $799, and $1,000. Clear deliverables, custom creatives, targeted reach estimates, and monthly performance reporting.

Reach and impression ranges are planning estimates based on trade benchmarks, active advertising configurations, and target geography. Deliverables include dedicated content creation, campaign management, and reporting. FormFlow does not guarantee revenue, sales, or lead volume.

Marketing strategy

Basic

Consistent presence. Targeted local reach.

$399/mo

Est. 50,000–100,000 monthly impressions

  • · Content calendar & brand posting
  • · Monthly reach & performance report

At $399/mo you get a structured monthly marketing roadmap — branded content, active social posting, and search profile optimization.

Best for

Owners who want steady content and visibility without hiring an agency

  • · Monthly marketing roadmap tailored to your industry
  • · Content calendar (posts, offers, and seasonal updates)
  • · Estimated 50k–100k targeted monthly impressions
  • · 12 custom branded social posts & graphic designs
  • · Google Business & local profile optimization
  • · Monthly performance & reach reporting
Get this FormFlow plan

Most popular

Standard

Multi-channel content + paid campaign setup.

$599/mo

Est. 150,000–250,000 monthly impressions

  • · Paid ad setup & creative pack
  • · Bi-weekly campaign optimization

Expanded creative production, paid advertising campaign structure, and landing CTA optimization to maximize visibility across channels.

Best for

Growing businesses wanting active campaigns and higher local reach

  • · Everything in Basic
  • · Estimated 150k–250k targeted monthly impressions
  • · Paid search & social campaign structure & budget guidance
  • · 24 custom marketing graphics and promotional copy pack
  • · Lead capture and booking CTA flow optimization
  • · Bi-weekly campaign check-in and creative refresh
Get this FormFlow plan

Best value

Premium

Full-funnel strategy + retargeting & optimization.

$799/mo

Est. 350,000–500,000 monthly impressions

  • · Retargeting & funnel optimization
  • · Weekly performance adjustments

Full-funnel campaign strategy layering audience retargeting, landing page refinements, and weekly optimization to maximize marketing efficiency.

Best for

Established teams ready to scale visibility across web & social

  • · Everything in Standard
  • · Estimated 350k–500k targeted monthly impressions
  • · Audience retargeting campaign configuration
  • · Landing page & offer page polish for better engagement
  • · Weekly analytics & ad performance optimization
  • · Monthly competitor market & search snapshot
  • · Priority marketing support channel
Get this FormFlow plan

Full-scale

Enterprise

Dedicated multi-channel campaigns & custom assets.

$1,000/mo

Est. 750,000–1,000,000+ monthly impressions

  • · Dedicated strategist & multi-channel media
  • · Comprehensive monthly ROI readout

Comprehensive multi-channel strategy covering Search, Social, Display, and Video with dedicated campaign management and custom asset production.

Best for

Companies needing high-volume multi-channel campaign execution

  • · Everything in Premium
  • · Estimated 750k–1M+ broad monthly impressions
  • · Dedicated marketing strategist with monthly growth roadmap
  • · Multi-channel media management (Search, Social, Display)
  • · Custom video & animation promotional assets
  • · Full analytics, attribution & ROI executive readout
  • · Same-day priority response from marketing team
Get this FormFlow plan

Already have a workspace? Open Marketing in your dashboard

Connections

Connect the tools your business already uses

Square is live for invoice payments and plan billing. Plaid bank connections are available when credentials are set. Other connections appear as they become available — never marked live until they actually work.

What FormFlow covers

Business formation

Form the LLC, store the EIN, and keep compliance dates in view.

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 through Square. 1.5% from your plan, applied when payment is confirmed.

Customers

One customer record. Create the next invoice without retyping anything.

Security

TLS, role-based access, Square card tokenization, Plaid banks, Vercel + Neon infrastructure.

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.

Get Started
Chat with us on WhatsApp