--- title: Software Features for Studios and Agencies | FORM / ONE url: https://formone.co.uk/features --- # 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. ### Every 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 ## See it with / your work --- FORM / ONE is a product of Elevated Software Limited, registered in England and Wales no. 15001673. Registered office 18 Christchurch Road, Bournemouth BH1 3NE. Email hello@formone.co.uk. Prices shown + VAT.