Manual invoicing eats 10–15 hours a week: creating invoices, tracking payments, following up. Most contractors do it from a computer, after the fact. Mobile invoicing changes that.
The Problem with Traditional Invoicing
- 15–30 minutes per invoice
- Manual entry = errors
- Payments get lost without a system
- Can't invoice on-site—wait until you're back at the office
Mobile Invoicing: How It Works
1. Create Invoices on Your Phone
Open the project, add line items for materials and labor, generate a PDF. Takes minutes. Premium unlocks unlimited invoices per project; free includes one per project.
2. Track Payments
Record payments as they come in. See which projects are paid, partially paid, or outstanding. Cash flow at a glance.
3. Pull from Project Data
Invoicing connects to your project. Reference expenses and labor you've already logged. No double entry. No hunting through paperwork.
4. Professional PDFs
Clean invoices with company name, project details, line items, and payment terms. Email or print from your phone.
Best Practices
- Invoice immediately—as soon as work is done or milestones hit. Do it from the job site.
- Break down charges—materials, labor, permits. Clients understand what they're paying for.
- Record payments promptly—keeps records accurate.
- Log expenses during the project—invoicing is easier when costs are already tracked.
Workflow
- Track expenses and labor throughout the project
- When done, open the project on your phone
- Create invoice with line items
- Generate PDF, email to client
- Record payment when received
Get Started
Download FORMA from the App Store. Free to start. Features · Financial tracking · Photo documentation · Pricing