MorForm Manager — User Guide

👋

Welcome to MorForm Manager

Your project command centre MorForm Manager handles the full project lifecycle — estimate jobs, dispatch work to supervisors, track budget vs. actuals, and manage your team. No accounts, no cloud, no subscriptions. All communication happens through email.

Feature	What it does
Jobs Dashboard	Full pipeline: Quoting → Approved → In Progress → Complete
Estimates & Quotes	CSI-division quote builder — labour, externals, markup, allowances, extras
Client Invoicing	Generate internal summary PDF or clean client invoice, email direct to client
Dispatch	Send job info, plans, contacts, permits, and photos to supervisors in one email
Inbox	Receive and approve supervisor pay period reports — commits actuals to budgets
Crew Directory	Supervisor roster with full history and safety compliance tracking
Reports	Aggregate hours and expenses by job or supervisor across any date range

✅

First-Time Setup

The Setup Wizard runs automatically on first launch. Takes about 3 minutes.

Welcome

Tap Get Started.

Your Company

Company name, phone, address, and logo. Your logo prints on every quote PDF and client invoice — use a clean, high-resolution image.

Your Profile

Your name, email, and phone. Supervisors see this as the PM contact on every job you dispatch to them. They tap your name to call or email you directly from the job screen.

App Colour

Choose an accent colour for the interface: Manager Gold, Navy, Steel Blue, Teal, Forest, Brick, and more. Purely visual.

Report Routing

Optional: enter email addresses for Accounting (forwarded expense summaries) and Safety Manager (forwarded safety summaries).

Done

Add supervisors in the Crew tab first, then create your first job.

💡Add supervisors in the Crew tab before creating jobs so you can assign and dispatch to them immediately.

🧭

App Navigation

Five tabs along the bottom. Tap or swipe to switch. Settings ⚙️ and Reports 📊 are in the top-right header area.

Tab	Purpose
🏗️ Jobs	All job sites. Pipeline status, budget vs. actuals, dispatch to supervisors, permits, contacts, documents.
👥 Crew	Your supervisor directory. Hours history, expenses, safety compliance badge, all submitted reports.
📥 Inbox	Receive and approve supervisor pay period reports. Approval commits hours and expenses to job actuals.
💰 Estimates	Quote builder for any job — labour, externals, markup, allowances, extras, change orders.
📝 Notes	Internal reminders linked to jobs or supervisors. Visible only to you.

🏗️

Jobs Dashboard

Creating a Job

Tap + New Job. The form covers: job name, address, start and end dates, scope notes (put lock box codes and special instructions here), supervisor assignment, contacts, permits, site photos, and documents (plans, specs).

Job Status Pipeline

Tap the status chip on any job card to change it manually. Status also updates automatically when you change the estimate status.

Quoting → Approved → In Progress → On Hold → Complete

Job Detail Tabs

Tab	What's shown
Overview	Project health dashboard — alert banners, stat cards (quote total, hours logged, expenses, reports received), budget burn bars, scope complete progress, field reports list
People	All contacts with edit/delete. Trade contacts from the estimate. + Add Contact button.
Budget	Estimated vs. actual hours, labour cost, and expenses per supervisor. Updates when you approve a report.
Permits	All permits with status badges and key dates.
Files	All site photos and attached documents.

ℹ️The Job Cost Summary button generates a one-page PDF showing estimated vs. actual hours, labour, expenses, and breakdown by supervisor — ideal for client billing or project reviews.

Overview Tab — Budget Burn Bars

Card	What it shows
Alert banners	Red if hours are over budget. Orange at 80–99%. Orange if any permits are Pending or Applied.
Stat cards	📋 Quote Total, ⏱️ Hours Logged, 💳 Expenses, 📥 Reports In — large number, easy to read at any amount.
Hours bar	Actual vs. estimated hours — green OK / orange Watch / red Over.
Expenses bar	Actual expenses vs. allowance total from the estimate.
Scope complete bar	X of Y trades complete — updates when supervisor reports are approved.
Field reports	Up to 5 most recent .morrep submissions for this job.

🏛️

Permits

Add and manage permits in the Edit Job form (tap ✏️ Edit → scroll to Permits → + Add). Each permit has:

Field	Description
Type	Building, Demolition, Electrical, Plumbing, Mechanical, Fire Suppression, Development, Occupancy, or Other
Status	Pending → Applied → Issued → Closed — tap to change
Permit #	The number from the issuing authority (e.g. BLD-2025-0042)
Issuing Authority	City, county, or municipality
Applied / Issued / Expires	Key lifecycle dates
Inspection Date	Optional — when the inspector is scheduled on site
Notes	Inspector name, permit conditions, follow-up actions

ℹ️Permits with Pending or Applied status show an orange ⚠ Permits Pending banner on the job Overview tab. Permits are included in the dispatch package — supervisors see permit numbers and inspection dates on site.

👥

People & Trades

Site Contacts

Add contacts via Edit Job → Contacts → + Add, or directly from the Job → People tab → + Add Contact. Tapping Add Contact expands an inline form in the People tab — fill in name, role, email, and phone, then tap Add Contact to save.

Trade Contacts from Estimates

When you add a subtrade in Estimates → Externals, each row has a Trade Contact field. Their name, phone, and email appear in the People tab under Trades on Site. Each row also has a Scope of Work field — this flows through to the supervisor's job screen so they know exactly what each trade is on site to do.

ℹ️All trade contacts are included in the dispatch package. When a supervisor marks a trade's scope complete, that status comes back in their .morrep report.

📤

Dispatching Jobs

Once a job is ready to go to site, tap 📤 Dispatch on the job detail. A dispatch picker lets you choose what to include and who to send it to.

What's in the Dispatch Package

Job name & address Start & end dates Scope notes & lock box codes Your PM contact All site contacts Trade contacts & scope of work Permits & dates Site photos Plans & documents (PDF)

Tap 📤 Dispatch on the job detail

Select a supervisor

Choose from your Crew directory. Their email pre-fills in the email composer.

Choose what to include

Everything is selected by default. Deselect individual contacts, photos, or documents if needed.

Tap Send Job Package

Your mail app opens pre-addressed with the .morjob file attached.

Send the email

Supervisor taps the attachment → MorForm opens and imports everything. They see a confirmation listing what was included.

⚠️If the package exceeds 15MB you'll be warned. Large PDFs are the usual cause. Share large plans via a file service and reference them in the scope notes instead.

💰

Estimates & Quotes

Tap any job in the Estimates tab to open the quote editor. Six sections across the top:

Section	What you build
Summary	Live grand total with cost breakdown. Share Internal Summary PDF or email Client Invoice.
In-House	PM, Supervisor, and Labourer labour cards — tap 🗂️ PM, 🦺 Supervisor, or 👷 Labourer to add a card. Edit any saved card by tapping ✏️ Edit.
Externals	All subtrades and consultants by CSI division. Each row: trade type, vendor name, trade contact, and quoted amount.
Extras	Optional client upgrades shown separately. Don't affect the base total.
Changes	Change orders after quote approval — each with description, amount, and client approval status.
Info	Quote status, date, client name/email, scope notes, and submission tracking.

Quote Lifecycle

Draft → Submitted → Approved → Complete

Markup, Allowances & Extras

Feature	How it works
Markup	Applied as % or flat $. Toggle whether allowances are included in the markup base.
Allowances	Named contingency items (e.g. cash allowance for finishes). Excluded from markup by default.
Extras	Optional client upgrades shown separately — don't affect the base grand total.

PDFs

PDF	Contents
Internal Summary	Full breakdown: all rates, hours, trade contacts, permits table, change order statuses, submission tracking, scope notes. For PM use only.
Client Invoice	Clean client version: hides internal rates, shows trade totals and grand total with your company logo.

🔧

Subtrades & Externals

The Externals section prices all subtrades, engineers, and consultants. Organized by CSI division:

Div 03 — ConcreteDiv 04 — MasonryDiv 05 — MetalsDiv 06 — Wood & CompositesDiv 07 — Thermal & MoistureDiv 08 — OpeningsDiv 09 — FinishesDiv 21-25 — MechanicalDiv 26-28 — ElectricalConsultantsOther

In-House Labour Cards

Role	Icon	Use for
PM	🗂️	Project Manager coordination and admin hours
Supervisor	🦺	Site supervisor hours
Labourer	👷	General labour, crew hours, or any in-house workers that aren't PM or supervisor

Tap 🗂️ PM, 🦺 Supervisor, or 👷 Labourer

A new card opens in edit mode with that role pre-selected.

Fill in the fields

Name, number of workers, hourly rate, hours per day, and days on site. A live preview shows daily, weekly, and total cost as you type.

Tap 💾 Save

Card locks — shows a summary with role icon, name, workers, rate, days, and total. Button flashes green ✓ Saved as confirmation.

Tap ✏️ Edit to modify

Only one card can be open at a time. Opening a card auto-saves any currently open card.

Importing from Excel

Tap Import from Excel in the Externals section to load your MOR Construction tender template (.xlsx). The app reads labour rows, materials, and subtrade amounts from the standard column format and populates the quote automatically.

📝

Change Orders

Add change orders in the Estimates → Changes section. Each CO has:

Field	Description
Date	When the change was identified or submitted to the client
Description	What changed — be specific. Appears on the Internal Summary PDF.
Adjustment	Positive to add to contract, negative to deduct. Grand total updates live.
Client Status	Pending / Approved / Rejected — tap to change
Approval Date	Shown when status is Approved — date client signed off

💡The net total of all approved change orders is broken out separately in the Summary so you always know your current contracted value vs. your original quote.

🧾

Client Invoicing

Emailing the Invoice Directly

In Estimates → Info, enter the client's email address. On the Summary screen the Share Client Invoice button becomes 📧 Email Invoice to [Client Name]. Tapping it generates the PDF and opens a pre-addressed email with it attached in one tap.

Tracking Submission & Approval

Set the status to Submitted and enter the date once you've sent the quote. When the client approves, set to Approved and enter the approval date. If they provide a PO number, enter it in the Client PO field. All three print on the Internal Summary PDF.

ℹ️If the client email is not set, the button shows Share Client Invoice which opens the share sheet — you can still email it manually from there.

👷

Crew Directory

Tap + Add to add a supervisor manually. Supervisors are also added automatically the first time they send you a .morrep report — their name, email, and phone come from their MorForm profile.

Card	Shows
All-Time Summary	Total hours, OT hours, expenses, and reimbursable total across all submitted reports
Jobs Worked	All job sites this supervisor has logged hours on
Safety Compliance	🟢 Green badge if they've submitted safety docs in the last 30 days
Pay Period Reports	All .morrep submissions with hours, expenses, and approval status

ℹ️Removing a supervisor from the directory does not delete their submitted reports. All historical data stays in the Inbox.

📥

Inbox — Reports

When a supervisor sends a job report, tap the .morrep attachment in your email — MorForm Manager opens and imports it automatically. Or tap Import in the Inbox tab to pick the file manually.

ℹ️Reports are sent per job — not per pay period. When a supervisor taps 📤 Send on a job card, it sends all time, expenses, and safety docs for that specific job. You may receive multiple reports per supervisor if they work across several jobs.

What's in a Report

Data	Details
Time entries	Every hour by date and job site, with OT and stat holiday flags
Expenses	All amounts by category with reimbursable total
Safety summary	Count of each form type — not the actual PDFs
Job statuses	Current status of dispatched jobs — your pipeline updates on approval
Trade scope completions	Which trades have had their scope marked complete by the supervisor
Unmatched jobs	Hours on jobs not dispatched from your app — flagged but still visible

Approving a Report

Review the report

Check hours by job, expense amounts, and any unmatched job warnings.

Tap ✓ Approve & Commit

Hours and expenses commit to job actuals. Job statuses update. Supervisor is auto-added to Crew directory if new. Report is marked reviewed.

🚨Approval cannot be undone. Hours and expenses lock into the job cost record permanently. Review carefully before approving — especially check for unmatched job IDs and unusually large expenses.

📊

Reports & Actuals

Tap 📊 Reports in the header. Set a date range — defaults to the current month. Three views:

View	Shows
Summary	Total hours, OT hours, total expenses, reimbursable total, safety doc count, number of supervisors and submissions for the date range
By Job	Hours and expenses rolled up per job site. OT shown separately. For billing and profitability.
By Supervisor	Hours, OT, expenses, reimbursable amounts, and report count per supervisor. For payroll review.

Tap the CSV button on any view to download a spreadsheet of the filtered data.

💡The budget progress bar on each job detail updates automatically each time you approve a supervisor report. Check it regularly — it turns orange at 80% and red at 100% of the estimated budget.

📝

Notes

Internal reminders visible only to you. Tap + Add Note, write your note, optionally link it to a job and/or supervisor, and save. Tap a note to mark it done or delete it.

💡Good uses: permit application follow-ups, client call reminders, delegation notes, inspection schedules, outstanding change order approvals — anything that doesn't fit elsewhere.

🔗

How Both Apps Connect

MorForm Manager and MorForm (the supervisor app) are completely independent. No shared server, no accounts, no subscriptions. All data moves through regular email attachments using two custom file types.

File	Direction	Contains
.morjob	You → Supervisor	Job, dates, scope, PM contact, all contacts, trade contacts, permits, photos, documents
.morrep	Supervisor → You	Time entries, expenses, safety doc summaries, job statuses, trade scope completions

Other emails supervisors send

What	Goes to
Safety form PDFs (FLHA, ERP, Incident, Inspection)	Their Safety Manager
Timesheet PDF + CSV	Their Manager/Supervisor email
Expense report PDF + CSV	Their Accounting email
Progress photos + notes	You (Project Manager)
Interactive blank forms	Subtrades (who submit back to supervisor + safety manager)

ℹ️Your supervisor's .morrep report includes safety doc counts (FLHA: 10, Inspection: 2, etc.) but not the actual PDF forms. Safety PDFs go directly to the Safety Manager — you see compliance numbers, not form content.

⚙️

Settings

Tap ⚙️ in the top-right header. Sections are collapsible — tap any header to expand.

Section	What you can change
🎨 Appearance	Light / dark / system theme. Accent colour. Text size.
🏢 Company	Company name, logo, phone, address — printed on all PDFs and dispatched jobs.
👤 My Profile	Your name, email, phone — sent to supervisors as PM contact on every dispatched job.
📬 Report Routing	Accounting email (forwarded expense summaries). Safety Manager email (forwarded safety summaries).
📱 Mail App	Gmail, Outlook, Yahoo Mail, Spark, or device default.
💾 Data & Backup	Export all data, restore from backup, re-run wizard, factory reset.

⚠️Factory Reset permanently deletes all data — all jobs, estimates, crew history, and submissions. Back up your data first using the Back Up App Data button in Data & Backup.