Workflow 1
Trade-specific scope
Configure the measurements, selections, allowances, equipment, warranties, and exclusions that matter to the company’s work.
Florida
Proposal software for Florida contractors from estimate through invoice
FormEsque helps Florida contractors keep customer scope, selections, revisions, signatures, billing, and delivery evidence organized inside the authorized company workflow.
Practical workflows
Built around the way Florida service teams sell and document work.
Workflow 2
Mobile customer decision
Give the customer a focused page to review, request changes, decline, or proceed to signature without an employee login.
Workflow 3
Durable job history
Retain proposal, response, signature, invoice delivery, and confirmed payment activity under one customer job.
Common teams
Industries that can configure the workflow
- Roofing and solar
- Pool and spa services
- HVAC and plumbing
- Pest control and landscaping
- Moving and cleaning companies
Implementation checklist
Review the document before the first live customer job.
State and local licensing
Confirm the correct state certification or local registration for the company and work; keep official numbers in controlled company settings.
Weather and site conditions
Make assumptions, access requirements, material availability, and schedule dependencies explicit when they affect scope or pricing.
Change documentation
Use a reviewable change order or revision before billing work that was not part of the signed proposal.
Official resources
Verify current requirements at the source.
These links are provided for research, not as a determination that any document or business is compliant. Confirm the current rule for the specific company, trade, job, and jurisdiction.
Questions, answered
FormEsque in Florida
Can FormEsque support Florida license fields?
Company-specific fields can be configured in supported document workflows. The business remains responsible for choosing and maintaining the correct state or local license information.
Can a pool or roofing company use a different proposal from another tenant?
Yes. FormEsque is the platform; company-specific fields, calculations, templates, copy, and workflow presentation belong to the authorized company workflow.
Can the customer sign on a phone?
The customer signing experience is responsive. A production launch should still include a real end-to-end test on the devices and browsers the company expects customers to use.
Does FormEsque collect online payments?
Online customer payment checkout is not currently live. The platform can record confirmed payments and keep them separate from required deposits.
Bring the document your Florida team already trusts.
Configure the company workflow, run a real test job, and keep every customer handoff connected.