Autodesk Forma vs Path | ERP

Autodesk Inc. Capture punch list items, markup drawings, log daily reports, view the latest sheets, and review 3D models from the jobsite with the Forma mobile construction app. The Forma mobile app puts the tools and project information you rely on in your hands. Stay connected to your crews on site, manage projects, and keep work moving. Make critical decisions faster with the Forma mobile construction app: • Forma Build Essentials for efficient, focused field execution • Forma Build for connecting field execution and project management Forma Build Essentials: Built for lean crews and growing jobs. Projects are quick to set up, easy to access, and designed for everyday work on site. • Capture punch list items and issues from the field • Complete daily reports, logs, and forms • View current construction sheets, drawings, files, and models • Open project files and documentation Latest sheets, files, and models View and mark up sheets directly from the jobsite. Access project files and review 3D models to understand design intent and context. Confirm the latest versions before work begins. • View and mark up drawings • Open project files, sheets, and construction documents • Review 3D models Punch list and issue tracking Capture punch list items and issues as you walk the jobsite. Track quality concerns. Log safety observations, near misses, and good catches. Assign responsibility and track work from open to closed. • Log issues with photos, locations, and references • Assign owners and due dates • Track progress from open to closed Daily reports, checklists, and forms Capture daily activity and site conditions, complete quality or safety inspections, and attach photos, signatures, and supporting files. • Complete daily reports and logs • Record site conditions and project information • Attach photos and signatures Fast mobile workflows Open a project and jump straight into work. • Access sheets, issues, forms, photos, and models quickly • Use shortcuts for common field actions • Keep project information accessible as connectivity changes Forma Build: With Forma Build, bring the office and field together to keep projects aligned and on track with connected project management workflows. • Includes core field capabilities • Review project schedules and work plans • Manage RFIs and track responses • Access approved submittals • Capture meeting notes and manage correspondence • Track project assets • Manage document and package reviews Connected across Forma: The Forma mobile app connects you to your Forma project information, construction documents, files, and 3D models across Forma Build Essentials, Forma Build, PlanGrid, Forma Design Collaboration, and Forma Data Management, while providing access to files created in Autodesk tools like Revit, Navisworks, and AutoCAD. See what our customers have to say: "The ability to access 3D models from the field eliminates confusion and allows us to come to a real-time resolution for any issues onsite. This capability reduces risk and provides cost and time savings while ensuring we deliver high-quality projects to our clients." Briana Mitchell, Project Manager, Boldt Company "We have about 460 field employees and for them to access documents in real-time directly on their iPhone or their iPad is priceless." Ken Mabe, Director of Field Operations, Eckardt Group

Path|ERP is an all-in-one solution to manage your window and door dealership - a custom built application that is designed with your unique terms, procedures, forms and workflows. PATH is a secure cloud-based system that works on mobile devices, tablets and desktops of all types. It functions as a powerful “central nervous system” for your company…and it’s nothing like you’ve seen before! PATH keeps your salespeople focused and organized working as their “virtual assistant,” and keeping current jobs sorted & visible. Achieve on-time order deliveries and invoicing accuracy like never before. Workflows are designed to achieve complete visibility throughout the company. PATH includes gentle reminders, notifications, and notes for streamlined communication. Reports can be used to create targeted training. With a comprehensive view of job history (with supporting documentation, electronic signatures and photos) you can collect faster and manage your cash flow like a pro. Record service calls directly into the system, upload photos and new services from the field, track service parts orders and get accurate and timely reimbursement from vendors.