Build reusable forms and checklists — safety checks, punch lists, site surveys — fill them in the field or via a public link, and convert them to estimates.
Last updated 2026-07-07
Breche supports two form types: a native form you build field-by-field inside the app, and a PDF overlay where you upload an existing PDF and drop fields onto it. Use native forms for checklists and surveys; use PDF overlays for standard documents you already print.
Manage form templates under Settings → Forms. Add fields (text, numbers, checkboxes, line items, signatures), mark whether a signature is required, and choose whether the form can be filled from an external link.
Inside a project, open the Forms tab and pick a template to fill. Your team fills it in the app; if you enabled external access, share a public link so a client or inspector can complete it without logging in. Submissions move draft → submitted → signed.
If a form captures line items (say, a site-survey takeoff), click Convert to Estimate to carry those items straight into a new estimate — no re-typing.
Every submission can be printed to PDF and is stored with the project's documents, with a snapshot of the template as it was when filled — so old submissions never change if you later edit the template.
Creating Estimates
Build detailed estimates with sections, margins, AI-written descriptions, and line items — then send or turn them into a proposal.
Document Management
Upload, organize, and share project documents and photos.
Managing Contacts
Add clients, vendors, and employees to your contact database.