Formius

For trade businesses

The work you quote is the work you do and the work you invoice.

Truth in operations for trade businesses.

Formius keeps the agreement, the job, and the invoice as one record. The offer is written as the work itself.

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Quote

Sent

The work

Kitchen and board, Banksia Street

Written as the job, not a list of rates

  1. 1Replace the switchboard and label every circuit
  2. 2Rewire the kitchen and install the new lighting
  3. 3Fit the rangehood and leave the site ready to use
QuoteJobInvoice
An example of how an offer reads. Not a customer quote.

The record

One thread from the offer to the invoice.

  1. 1

    Enquiry

    The call, the email, or the walk-in lands as one piece of work.

  2. 2

    Offer

    The quote is written as the work, not a grid of rates.

  3. 3

    Job

    Acceptance books that same work.

  4. 4

    Field

    The person on site runs what was sold. Photos and closeout stay on the job.

  5. 5

    Invoice

    The invoice cites the agreement. The client sees the same record.

Built inside Atlas Power Solutions, an electrical business on the Sunshine Coast.

Access

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Truth in operations for trade businesses