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October 2025
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Help & Guide
Getting Started
Welcome to Forma
Forma is your complete construction management solution. Manage job sites, document with photos, track measurements, schedule tasks, monitor labor hours, and oversee finances - all in one powerful app.
Works 100% Offline: All data stored locally on your device. No internet required on job sites!
Your Data, Your Device: Everything stays on your iPhone/iPad. No cloud accounts, no subscriptions, no data sharing. Complete privacy and control.
Professional Tools: Built specifically for contractors, builders, and construction professionals who need reliable job site management.
Create Your First Job Site
Quick Start:
1. Tap + button (bottom menu)
2. Enter job site name and client details
3. Add address (street, city, zip)
4. Choose status and save
Status Options: In Progress, Upcoming, On Hold, Completed
Photos & Documentation
Taking & Adding Photos
1. Open any job site
2. Tap Upload Photos
3. Choose camera or select from gallery
4. Photos are automatically compressed to save storage
Features: Auto-compression (~70% size reduction), batch upload, instant thumbnails, offline storage
Drawing on Photos
1. Tap any photo to open viewer
2. Tap Edit (pencil icon)
3. Draw annotations, measurements, notes
4. Choose pen color and thickness
5. Save as new or replace original
Perfect for: Marking measurements, highlighting issues, pointing out details
Photo Viewer
Gestures:
• Pinch to zoom in/out
• Swipe left/right between photos
• Swipe down to close
• Double-tap to zoom to fit
Options: Add captions, edit, delete, share
Measurements & Notes
Recording Measurements
Flexible Input Formats:
• Imperial: 5'-3 1/4" or 12'6"
• Metric: 2m50cm or 150cm
• Decimals: 5.25 ft or 2.5 m
Quick Steps: Open job site → Add Measurement → Name it → Enter values → Save
Adding Notes
Keep detailed records for each job site. Notes are searchable and timestamped.
Common Uses: Client requests, material lists, meeting notes, inspection findings, contractor info, special instructions
Tasks & Calendar
Task Management
Color-Coded Status:
• 🔴 Red - Overdue (past due date)
• 🟠 Orange - Due Soon (within 3 days)
• 🟢 Green - Upcoming (more than 3 days)
View Options: List (Tasks tab) or Calendar - both show all job sites
Notifications
Get notified about important events automatically:
• Get ready for tomorrow (afternoon prep)
• Overdue task alerts (daily)
• Clock in/out reminders
• Overtime warnings
• Daily task summaries (morning)
Customize in Settings: Change times, enable/disable each type
Labor Tracker
Managing Employees
1. Go to Labor Tracker tab
2. Tap Add Employee
3. Enter name, role, and hourly rate
4. Employee appears in the list ready to clock in
Employee Stats: Each card shows total hours worked and earnings for the current week.
Clock In/Out
1. Tap Clock In when employee starts work
2. Select the job site they're working on
3. Button changes to Clock Out
4. Tap Clock Out when work is complete
5. Hours are automatically calculated and logged
Active Sessions: Green indicator shows who's currently clocked in.
Payroll Reports
1. Tap Generate Payroll Report
2. Select date range (week, month, or custom)
3. Review detailed breakdown by employee
4. Download PDF for records
5. Save to Archive for future reference
Report Includes: Employee details, hours worked, hourly rate, total earnings, and period totals.
Financial Management
Financial Dashboard
The Financial Overview tab provides real-time insights into your business finances.
Key Metrics:
• Total Revenue from all projects
• Outstanding Invoices to track
• Total Expenses and costs
• Net Profit calculations
Managing Transactions
1. Tap Add Transaction
2. Select type: Income or Expense
3. Choose category (Materials, Labor, Equipment, etc.)
4. Enter amount and description
5. Link to specific job site if applicable
6. Add date and any notes
Pro Tip: Keep receipts organized by adding photos to notes.
Offline & Storage
Works 100% Offline
No Internet Needed! Forma works completely offline on iOS & Android:
✅ All data stored locally (SQLite database)
✅ Photos compressed & saved to device
✅ Instant access to all features
✅ No cloud required
Perfect for job sites without Wi-Fi or cellular service
Storage Management
Smart Photo Compression: Automatically reduces photo sizes by ~70% without losing quality
Check Storage: Go to Settings to see current usage and photo count
What Uses Space: Photos (compressed), thumbnails, database
Typical Usage: ~50KB per photo after compression
Settings & Tools
Dark/Light Theme
Tap the theme icon (top-right) to switch between dark and light modes. Your preference is saved automatically.
Export & Backup
Important: Regular backups protect your data!
Settings → Export Data → Save file to cloud or email
Includes: All job sites, photos, measurements, notes, tasks, labor, finances
Tip: Export monthly for safety
Deleted Items
Deleted job sites can be restored for 30 days. Access via side menu → History
Soft Delete: Items stay in recycle bin until permanently removed
Troubleshooting
Common Issues
App not loading data: Force close and reopen. Data is stored locally, it's safe.
Photos not showing: Check storage space in device settings. May need to free up space.
Storage showing 0: Open Settings to refresh calculation.
Notifications not working: Check Settings → Notifications and iOS Settings → Forma → Allow Notifications
Reset & Refresh
Soft Reset: Settings → Refresh App (keeps data)
Hard Reset: Settings → Clear All Data (⚠️ permanent!)
Before hard reset: Always export data first!
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