Everything a production/ runs on
Software for production companies, creative studios and agencies of any size, from the first enquiry to the final invoice. Every feature comes with every plan.
Still on spreadsheets? / We've got you covered
Your budgets, cost tracking and margin analysis live in FORM / ONE, not in a spreadsheet passed around by email.
See budgetsEvery version kept
Save the budget as it moves from pitch to production. Every version is kept, with who saved it and when.
The right people only
Access levels decide who can see budgets, margins and day rates. Everyone else sees only what they need.
One set of figures
Crew and kit are booked from the budget lines. The client budget is drawn from the same numbers.
Pitches and clients
Every enquiry on one board, with the chance of winning it and what is still to do.
- Enquiries from your website form land on the board automatically
- Board and list views, from enquiry to won or lost
- A win chance on each stage and a weighted pipeline
- Treatment, budget, pitch deck and follow-up to-dos
- Pitch comments and a quote you can send
- Client records with contacts, projects, pitches and invoices
Projects
One dashboard per job: where it is in the lifecycle, the budget and the margin.
- Six lifecycle phases, ticked off as the job moves on
- Project numbers issued automatically
- Budget summary, spend by section and margin breakdown
- Milestones and meeting notes with to-dos
Task boards
A board for every project. Drag tasks across the columns and log time against them.
- Columns set up to match how you work
- Assign tasks, set due dates and add notes
- Log time straight from a task
- Everyone sees their own tasks in one list
Project schedule
A Gantt schedule for each project, drawn from the lifecycle and the bookings.
- Phases, deliverables and milestones on one timeline
- Share a read-only link with your client
Scheduling
Who is working on what, across every project.
- Staff and freelancers on one schedule
- Day, week, month and three-month views
- Book by the day or half day, with capacity for each person
- Milestones from every project along the top
Freelancers
Every freelancer you work with, their rates and what they are booked on.
- Day rates, roles and where they are based
- Limited company, company number and VAT details for their purchase orders
- Projects, purchase orders and invoices on each record
- Freelancer logins included on every plan
Kit register
Your own kit, where it is and when it is back.
- Kit by category with serial numbers and values
- Bookings against projects, with availability shown
- Check out and back in, with overdue kit flagged
- Kit added to a budget books it for the job
Budgets and cost management
Your production budget, built in FORM / ONE rather than a spreadsheet. Every cost tracked against it as the job runs.
- Sections and lines you build for each job, with days and day rates
- Saved versions, from pitch budget to production budget
- Access levels for who sees budgets, margins and rates
- Book crew and kit straight from a budget line
- Overheads and contingency as fixed percentages
- Cost to date, forecast cost and margin on every project
- Purchase orders and logged time counted against the budget
- A client budget document with your logo and terms
Time tracking
Booked time against logged time, for every person on the job.
- Log time in days, half days or hours and minutes
- Approve submitted time
- Cost logged at each person's rate
- Each person's own working hours are respected
Purchase orders and invoicing
Raise purchase orders and invoices in FORM / ONE and send them to your accounts.
- Branded invoices with payment terms and T&Cs
- Invoice milestones that send on the date you set
- Purchase orders for freelancers and suppliers
- Cancel an invoice and keep the record
- Sync with Xero, Sage or QuickBooks
Reporting
How busy your people are and where the money comes from.
- Utilisation for in-house staff and freelancers
- Revenue by client
- Earned against billed
- Won and lost pitches
- A billing forecast on the dashboard, by financial or calendar year
Set up for you
We tailor FORM / ONE to how your company works and change it whenever you ask.
- Project phases, pitch stages, lists and menus named your way
- Task board columns, time units and invoicing defaults to suit you
- Your logo, colours and PDF header and footer
- Access levels for who sees finance and day rates
Integrations
Connect your accounting package and your email.
- Xero, Sage or QuickBooks for invoices and purchase orders
- Google Workspace or Microsoft 365 sign-in and project folders
- Outlook for sending email from your own address
Help centre and roadmap
Help inside the app. A say in what comes next.
- Guides and FAQs, searchable from one box
- Support tickets raised from inside the app
- Feature requests you can vote and comment on
- The most-voted requests go on the roadmap
- New features released at no extra cost
