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The Forgeby HustleForge
Paid plans

For cleaning, turnover and home-service teams

A customer calls. The Forge helps your team pick up the work.

The Forge is business management software for customers, estimates, jobs, employees, invoices and reports. Find the customer history, assign the next task and review the numbers in one place, with access suited to each person’s role.

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No sign-up. A sample workspace opens in the app.

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Workflow illustration · not a product screen.
  1. Customer details
  2. Related estimates and jobs
  3. The next responsibility

This is an example of the steps, not an action being performed. Ask which steps your team can use and what needs setting up.

From a customer request to scheduled work — one connected system.

Keep the estimate, assignment and invoice tied to the work. The person handling the next step can see what came before, rather than rebuilding the story from messages.

Forge — Pipeline

  • Ferreira Landscaping

    Spring cleanup, 4 crew hours

    $420
    New

  • Redwood HOA

    Irrigation repair, block C

    $1,150
    Quoted

  • Community roofing job

    Shingle replacement, 2 units

    $3,600
    Scheduled

  • Alvarez residence

    Gutter cleaning

    $210
    In progress

  • Harbor View Apartments

    Quarterly pest control

    $890
    Invoiced

  • Nguyen family home

    Deck staining

    $540
    Paid

Illustrative workflow: an office worker reviews the customer request, prepares an estimate, assigns the job and checks the invoice before sending. Staff actions, enabled workflows and recorded information determine what happens next; this sample screen does not perform those steps.

Put approvals in front of the right person

A change order, a purchase request, and an incident all move through the same process for getting approved and done — not three different systems that happen to live in the same app. When an action exceeds a threshold you configure, it holds for approval from the right manager or role; everything else routes straight to an owner.

See the full routing rules and work-item lifecycle

Every role sees only what its day requires.

Tracking twenty-two types of information doesn't mean a field employee's phone shows twenty-two menus. Each person sees only what their role needs day to day; the rest of the platform stays one click away for anyone who wants to see it.

Field employee (mobile)

  • Today's assigned work items
  • Job or customer detail for the current stop
  • Time entry and status updates

Office administrator

  • Intake queue
  • Scheduling board
  • Customer communications

Manager / operations lead

  • Team work-item queue
  • Pending approvals
  • Crew and capacity view

Finance

  • Invoicing queue
  • Payroll and wage-summary handoff
  • Reconciliation exceptions

Owner / executive

  • Cross-business dashboards
  • Margin and pipeline metrics
  • Provider health summary

Every module, industry, and workflow stays easy to find through Explore Forge. Your daily view doesn’t hide anything — it just doesn’t lead with it.

Turning on a new module never changes your account by surprise. See exactly what activating a module previews and confirms

What stays with the systems you already trust.

Keep the accounting and specialist systems you need. The Forge handles estimates, invoices and day-to-day financial tracking. Pro also includes native ledger tools; choosing them requires a bookkeeping review, not an assumption that they replace your accountant or tax software.

Domain
Stays with
  • External books, when you keep an accounting platformYour chosen accounting provider
  • Processed payroll and payroll tax filingsPayroll provider
  • Tax preparation and filingTax preparer / filer
  • Card and payment processingPayment processor
  • Policy underwriting and claims adjudicationInsurer
  • Legal advice and contract interpretationLegal counsel
  • ELD and telematics certificationELD / telematics certifier
  • Carrier underwriting decisionsCarrier underwriting system

These specialist responsibilities stay with the provider you choose. Native ledger tools do not establish tax-ready books or replace professional accounting advice. The QuickBooks connection imports customers and invoices on Pro; it does not write changes back.

What The Forge manages instead

  • Visibility — one connected view of status across every system
  • Workflow — routing, assignment, and handoffs between people and systems
  • Evidence — the documentation trail a connected system needs to keep its official record
  • Approvals — a human sign-off before sensitive actions happen
  • Reconciliation — matching what happened in the field to what shows up in your other systems
  • Exceptions — flagging mismatches, failures, and stalled handoffs to a specific owner
  • Forecasting — projecting demand, capacity, and cost from what's already happened
  • Provider health — checking whether a connected system is online and up to date
See connection status for every connected system
Integration connections & access panelAutomatic updates from connected financial systemsLimited release

Handle the work around the job, too

Two more areas run on the same connected record: your team, and your growth pipeline.

Your team — from Start

  • Team chat — channels and direct messages, never seen by a customer.
  • Recognition — public kudos and owner-issued awards.
  • The blueprint library — every shipped industry blueprint, browsable in your own workspace.
  • Feedback capture and roadmap voting on the items your Owner or General Manager makes visible to your team. Voting access does not grant company-roadmap administration.

Sell — from Start

  • A public forms builder — design an intake form and embed it on your website; submissions land in your lead pipeline.
  • E-signature on estimates and composed documents — a set signing order, drawn signatures, and a tamper-evident completion record. The signing page and signing invitations carry your own logo and accent color once you set them.
  • Tracked links (from Core) — a reusable short link with a click count, for a campaign, a text, or a flyer.

Grow — from Core

  • Lead-generation requests — order leads from your connected provider and track delivery.
  • Email campaigns (Pro) — consent-checked sends with a working one-click unsubscribe.
  • Reviews and reputation (Pro) — your dashboard and public review widget pull from your own connected Google Business Profile, read-only.
  • Prospecting audit reports (Pro) — a shareable business-health snapshot built from a prospect's own public homepage.
  • Social content planning and publishing — templates, an approval step, and connector-based publishing to Facebook, Instagram, LinkedIn, and X. Included on Pro and up, with a daily deck of ready-to-post marketing ideas; pay as you go with Forge Credits on Start and Core. In-composer image generation appears once your image service is connected.

See everything — Pro and up

  • Physical inventory with a usage-based ordering estimator.
  • Receipt and invoice upload, matched to a transaction.
  • Finance anomaly alerts, with the real numbers behind every one.

Get paid — Pro and up

  • Native double-entry bookkeeping, if you run no external accounting platform.
  • Consolidated statements and revenue recognition across entities (Operations).

Launch faster — Operations

  • One-click onboarding bundles — an industry starter pack, workflows, and templates applied together, fully editable after.

Install The Forge like an app

From Start, install The Forge to a phone or desktop home screen and open it like a native app. Screens load fast from a local cache, and a clear offline page appears when there is no connection. Your business data itself is never cached and always comes live from the server.

Check what sits behind the screen

Every record type The Forge tracks, how a number on a dashboard traces back to its source, and how an industry blueprint configures the same core platform — all in one reference.

Read the full platform architecture

Built to outlast your current tools

The tools connected to The Forge — a CRM, a phone system, an AI tool, an accounting connection — can be swapped when something better comes along.

Your customer history, your approval rules, and your reports stay put through every change.

Ask how it all connects

Ask The Forge is an AI assistant. Answers are generated from published Forge information and may be incomplete. Do not submit confidential, regulated, or customer-specific information.

Build your Forge plan
  • One connected view of customers, work, and money
  • Keep the tools that work, replace the ones creating duplicate work
  • Each employee sees only what their role needs
  • Dashboards you can trace back to the source record
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