Follow a job through The Forge
Start with an inquiry, carry the estimate into the work and review what is ready for invoicing. Explore six illustrative handoffs below; your plan, connections and enabled workflows determine what runs in your account.
Every screen below is a simulated Forge interface built for this walkthrough — illustrative, not a live screenshot or real customer data.
Ferreira Landscaping
Spring cleanup, 4 crew hours
$420NewRedwood HOA
Irrigation repair, block C
$1,150QuotedCommunity roofing job
Shingle replacement, 2 units
$3,600ScheduledAlvarez residence
Gutter cleaning
$210In progressHarbor View Apartments
Quarterly pest control
$890InvoicedNguyen family home
Deck staining
$540Paid
Simulated Forge interface — illustrative, not a live screenshot.
What your team handles around the job
The same connected record also runs your team and, on higher tiers, your finances.
Your team — Start
Team chat, recognition, a browsable industry blueprint library, and feedback capture with roadmap voting.
Install it — Start
The Forge installs to a phone or desktop home screen and opens like a native app, with an offline fallback page. Business data itself is never cached.
Sell — Start and up
A public forms builder for your website, e-signature on estimates and documents with your logo and accent color on the signing page, and tracked links from Core.
Grow — Core and up
Lead-generation requests, plus email campaigns, reviews from your connected Google Business Profile, prospecting audit reports, and social publishing with in-composer image generation and a daily idea deck on Pro — or pay-as-you-go social posting with Forge Credits on any plan.
Run the finances — Pro and up
Inventory tracking, document review, native bookkeeping, and finance anomaly alerts — consolidated statements and revenue recognition on Operations.
Launch faster — Operations
One-click onboarding bundles apply an industry starter pack, workflows, and templates together.
What happens when your workflow needs something new?
For an electrical contractor, the missing step might be a clearer handoff from the office to the crew. Describe who needs the information and what goes wrong today. The team can discuss the need before deciding whether it becomes planned work.
Illustrative common pathway — not a live request or a delivery commitment.
- Captured
Describe the work that needs to change.
- Planned
An evaluated need is accepted for planning.
- In development
Follow the updates available for your request.
- Released
Available to your company after its rollout.
Not every request follows this path. The company roadmap can also show Waiting for your input, Deferred, Not planned or Resolved with existing functionality. These are alternative outcomes, not mandatory steps toward release. Status does not establish a delivery date.
Ready to see this configured for your business?
Full $249 applies toward Managed Launch, an annual Core or Pro agreement, an approved integration, or migration assistance.