Everything is stored locally on your computer. Communication happens entirely through email attachments — three custom file types handle the whole workflow. .morjob dispatches jobs to supervisors. .morrep brings supervisor reports back to you. .mordata moves your full project data between Manager mobile and MorForm Office. No internet connection required to use the app.
What MorForm Office does
| Feature | Description |
|---|---|
| Jobs | Create and manage job sites, assign PMs, add contacts and permits, dispatch to supervisors |
| Estimates | Full CSI-division estimate builder with labour, materials, sub costs, markup, and scope of work |
| Crew | Directory of your PMs, supervisors, safety officers, and employees |
| Contacts & Vendors | Subcontractor and supplier directory — linked to estimate rows |
| Inbox | Import and approve supervisor pay period reports (.morrep) |
| Settings → Data & Backup | Import .mordata from Manager mobile — merge or replace jobs, estimates, PMs, crew, and notes |
| Overview | Budget vs. actuals dashboard across all active jobs |
On first launch, a setup wizard walks you through the essentials. It takes about two minutes.
You can update all these settings later in Settings at any time.
Jobs are the foundation of MorForm Office. Every estimate, expense, and supervisor report is linked to a job.
Creating a Job
Click + New Job in the top right. Fill in:
Job Status
Change status any time by editing the job. Status affects how it appears in Overview.
CSV Import
Use 📊 Import CSV to create multiple jobs at once. Download the template from Settings → Data & Backup first. Required columns: Job Name, Address, Start Date, End Date.
Site Contacts & Permits
Add site contacts (owner, inspector, safety officer) directly to the job. Add permits with permit type and expiry date. Both are included in the dispatch package sent to the supervisor.
When a job is ready to go to site, dispatch it to a supervisor. They receive a .morjob file by email and import it into the MorForm app on their phone in one tap.
What's in the dispatch package
Each job has one estimate. Click a job card on the Estimates screen to open it. The estimate is built on an 84-row CSI Division template covering Divisions 00–28. You can also import your own XLSX template in Settings → Import Templates.
Column reference
| Column | Description |
|---|---|
| Division | CSI division code — e.g. 09 22 16 |
| Description | Line item name |
| Contractor / Vendor | Who is doing the work. Click 📋 to choose from your Contacts & Vendors directory. |
| Wkrs | Number of workers on this line |
| Hrs | Hours per day per worker |
| Days | Number of working days |
| Rate $ | Hourly rate — Labour = Wkrs × Hrs × Days × Rate |
| Mat'l $ | Material cost for this line |
| Sub $ | Subcontractor cost (external quote) |
| Markup % | Row-level markup override. Leave blank to use the estimate's default markup. |
| Total $ | Sub Total (Labour + Mat'l + Sub) + Markup |
Scope of work (📝)
Click the 📝 icon on any row to add a scope description for that trade. Scope text is included in the .morjob dispatch — the supervisor sees exactly what each trade is on site to do. When a supervisor marks a scope complete it comes back in their .morrep report and updates the estimate automatically.
Section headers
Click + Header to add a section divider (e.g. Division 09 — Finishes). Headers organise the table visually but don't affect totals.
Default markup
Set a project-wide default markup percentage at the top of the estimate. Individual rows can override it — leave the Markup % field blank on a row to use the default.
XLSX import & export
Export any estimate to Excel with Export XLSX. Import from an existing spreadsheet with 📥 Import XLSX — the importer looks for columns named Division, Description, Contractor/Vendor, Workers, Hours, Days, Rate, Mat'l, Sub, Scope.
MorForm Office generates client-ready HTML quotes that you print to PDF in your browser.
Quote numbering
Signature upload
Take a photo of your handwritten signature on white paper. Settings → PDF & Quotes → Upload Signature opens an editor where you can rotate and crop the photo, then the background is automatically removed to give you a clean transparent signature for quotes.
Crew stores your internal team — the people you directly manage. It is separate from Contacts & Vendors, which stores external companies and subcontractors.
| Type | Notes |
|---|---|
| Project Managers | Assignable to jobs. Their name, email, and phone appear as the PM contact in every dispatched .morjob. |
| Supervisors | Auto-added when you import their first .morrep report. You can also add them manually before dispatching. |
| Safety Officers | Internal safety staff — for reference and routing. |
| Employees / Labourers | Your direct-hire workers. |
| Other Contacts | Internal contacts who don't fit another category — accountants, architects on retainer, etc. |
Your directory of external companies and individuals. Use it to store subcontractors, material suppliers, inspectors, and clients. Contacts are selectable in Estimates via the 📋 picker in the Contractor/Vendor column.
Categories
Filter by category using the tab row at the top. Search by company name, contact name, role, or email.
Adding contacts
Click + Add Contact in the top right, or click any existing card to expand it and edit inline. Fields: company name, contact person, category, role/trade, email, phone, address, notes.
⚠ Add info badge
When you type a new vendor name into an estimate row that doesn't match any existing contact, a stub entry is created automatically. It appears in Contacts with a yellow ⚠ Add info badge. Click the badge to open the card and fill in their details. The orange number on the Contacts nav item shows how many stubs are waiting.
Supervisors submit pay period reports from the MorForm app on their phone. Those reports arrive in your email inbox as .morrep file attachments.
Import from Manager Mobile
MorForm Office can receive a full data snapshot from MorForm Manager mobile. This lets you continue work on a larger screen, or receive a job handoff from another project manager.
Importing a report
What gets committed on approval
Report routing
Set up forwarding addresses in Settings → Report Routing. When you approve a report, expense summaries can be forwarded to Accounting and safety document summaries to your Safety Manager — your default mail client opens automatically with the pre-composed message.
Incident Report Sign-off
Open the report — a dedicated red sign-off section appears below the safety documents. For each incident:
The Overview screen gives you a bird's-eye view of every job — budget vs. actuals, hours logged, expenses incurred, scope completion, and outstanding reports. Click any job row to open its full dashboard.
Job dashboard
The job dashboard shows:
| Card | What it shows |
|---|---|
| Budget | Estimate total from your estimate |
| Hours logged | Actual hours committed from approved reports vs. estimated hours |
| Expenses | Total actual expenses committed, with reimbursable breakdown |
| Scope | Trades with scope complete out of total trades assigned |
| Reports | Total reports received, with unreviewed count |
Below the KPI cards: a progress bar for hours vs. estimate, budget breakdown by Labour / Mat'l / Sub, expense categories, trade scope list, assigned supervisors, and recent report history.
MorForm Office, MorForm Manager (mobile), and MorForm (supervisor mobile) are designed to work together with zero accounts or cloud infrastructure. All communication is through email file attachments.
or MM mobile
supervisor app
| Section | What you configure |
|---|---|
| Appearance | Theme: Light / Dark / Auto (follows Windows). Accent colour — 10 options including Gold, Navy, Steel, Teal, Forest, Slate, Charcoal, Brick, Red, Purple. |
| Company | Company name, address, city, province, phone, website, and logo. Logo appears on PDF quotes. |
| My Profile | Your name, job title, email, and phone. Appears as the PM contact in dispatched jobs. |
| PDF & Quotes | Quote number format (auto Q-YYYY-NNN or manual), validity days, terms text, and signature. Signature editor removes the paper background automatically. |
| Report Routing | Accounting email (receives expense summaries on approval) and Safety email (receives safety document summaries). |
| Import Templates | Upload a custom XLSX estimate template to replace the built-in 84-row CSI template for new estimates. Download the standard template first to see the expected column format. |
| Data & Backup | Export a full JSON backup of all data. Import a backup to restore. Data is stored at %APPDATA%\morform-office\morform-office-data.json |
| Format | Direction | Description |
|---|---|---|
| .morjob | Office / Manager → Supervisor | Job dispatch package. Contains job details, contacts, permits, trade scopes, photos, and documents. JSON format. |
| .morrep | Supervisor → Office / Manager | Pay period report. Contains time entries, expenses, safety forms, and scope completion statuses. JSON format. |
| .xlsx | Import / Export | Estimate import and export. Also used for bulk job import when formatted as the job template. |
| .csv | Import | Bulk job import using the MorForm job template (download from Settings → Data & Backup). |
| .json | Backup | Full app data backup. All jobs, estimates, crew, contacts, reports, and settings in one file. |