Custom Apps and Forms

Configure Projectmates to match the exact forms and workflows your program demands.

Custom Apps and Forms

Configure Projectmates to match the exact forms and workflows your program demands.

Build the Forms and Workflows Your Program Actually Needs

No two capital programs are alike. Projectmates Custom Apps lets your team build the specialized forms and data workflows your organization actually uses — without waiting on IT or outside developers. From risk registers to inspection checklists, you define the process and Projectmates captures it.

How Custom Apps Work:

Site Admins
Build the Form

Configure fields, page structure, and required inputs using a no-code setup — tailored to your process.

Teams Fill
and Submit

Project teams capture the right information at the right time using a guided form built into their workflow.

Data Logs and
Sorts Instantly

All submissions are tracked in a sortable log. Click any column to filter, review, or report across entries.

What You Can Build:

Custom Field Types

Text, dropdowns, dates, required fields — built exactly as your process demands.

Role-Based Access

Control who sees each Custom App — independently, at the project level.

Multi-Page Forms

Break complex workflows across pages with clear headings and logical progression.

Sortable Log Views

Every submission auto-logged and sortable by any field for instant program-wide review.

Approval Workflows

Built-in sign-off steps so the right people review before records are finalized projects.

Limitless Use Cases

Risk registers, inspection reports, compliance logs, punch lists — and beyond.

Examples of Custom Apps Owners are Using Today:

  • Risk Register
  • Punch List
  • Compliance Checklist
  • Environmental Log
  • Permitting Tracker
  • Site Inspection Report

Projectmates Reviews:

“The ‘My Reports’ module is a customizable reporting tool that is the perfect way to keep the management team informed of executive level reports on a weekly basis. Projectmates has exceeded the expectations of my clients on this and numerous projects over the years.”

James C.

CEO, DPPM Project Management

Configure Custom Apps for Any Process on Your Program

Projectmates lets your team build no-code forms, checklists, and approval workflows tailored to how your program actually runs. Get in touch with us today to learn more about how our construction workflow management software supports stronger portfolio oversight.

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Get hands-on access to dashboards, workflows, and reporting—exactly what your team will use day to day. 

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