Forge Start — plan documentation

Positioning

One location in one connected picture — customers, quotes, scheduling, and money together, set up at your own pace.

Pricing

$149/mo — Guided Launch included, or Managed Launch at $499. Earn up to $100 in Forge Credits through Guided Launch.

What's included

• One business, one location, three operator users
• Unlimited view-only users
• Installable on your phone or desktop, with an offline fallback page
• Customer and lead management with a public forms builder
• Customer records, lead intake, and task tracking
• Basic scheduling and employee records
• Customer communications
• E-signature with your logo and accent color on the signing page, feedback capture, and roadmap voting
• Basic financial and operational dashboards
• An automated workflow and one included integration slot
• Self-guided launch and standard support

What each capability includes at this plan

How each capability is included at this plan. Exact features, limits, and launch work are confirmed in your Forge Plan.

• Intended business stage: Included — Start: small business. Core: growing service business. Pro: established / scaling. Operations: multi-location or multi-entity.
• Customer and lead management: Included
• Lead intake and forms: Included
• Quotes and estimates: Included
• Jobs and delivery tracking: Included — Basic tracking on Start and Core; work orders and advanced delivery on Pro and Operations.
• Workflow automation: Included — One active workflow on Start; ten on Core; thirty on Pro; custom allowance on Operations. Workflows can branch with if/else paths and add a wait step that resumes automatically, with full run history.
• Operational dashboards: Included — Basic dashboards on Start; standard on Core; role-specific on Pro; consolidated executive on Operations.
• Reporting: Included — Basic on Start; standard on Core; advanced on Pro; cross-business on Operations.
• Customer communications: Included
• Installable app (home screen): Included — Install The Forge to a phone or desktop home screen and open it like a native app, with an offline fallback page — business data itself is never cached.
• Public forms builder: Included — Build a public intake form and embed it on your website; every submission lands directly in your lead pipeline.
• E-signature on estimates and documents: Included — Send an estimate or a composed document out for signature, in a set order, with drawn signatures and a tamper-evident completion record — included at every plan level.
• Client branding on signing pages: Included — Upload your logo and pick an accent color, and it appears on the public signing page and signing invitations — a clean neutral default until you set it up.
• Tracked links: Add-on — Reusable short links with click counts for a campaign, a text message, or a printed flyer; every destination is checked to stay a real address.
• Feedback capture & roadmap voting: Included — Submit feedback, track it from received to released, and vote on roadmap items your Owner has chosen to share with your team.
• Employee and contractor records: Included — Basic records on Start; full management on Core and above.
• Scheduling: Included — Basic scheduling on Start and Core; advanced capacity planning on Pro and Operations.
• Time and availability visibility: Add-on
• Payroll and wage-summary visibility: Add-on — Basic visibility on Core; advanced on Pro; custom on Operations.
• Role-based permissions: Included
• Configurable business-process approvals: Add-on
• Advanced data ownership controls: Add-on
• Active operator users included: Included — Three on Start; ten on Core; thirty on Pro; fifty on Operations. Additional users at $15/month each.
• Locations included: Included — One on Start and Core; up to three on Pro; up to five on Operations. Additional locations at $75/month each.
• Multiple business entities: Add-on — Up to three entities included on Operations. Additional entities at $150/month each.
• Cross-business reporting: Add-on
• Included integration slots: Included — One on Start; three on Core; eight on Pro; twenty on Operations. Additional slots at $25/month each.
• API access: Add-on
• Marketplace add-ons: Included — Every plan has access to marketplace add-ons without changing tiers.
• Reviews & reputation loop: Add-on — Reviews on your dashboard and public widget come from your own connected Google Business Profile, read-only — nothing is posted, edited, or replied to on your behalf.
• Prospecting audit reports: Add-on — A shareable business-health snapshot built from a single read of a prospect's own public homepage — every finding is evidence-backed, never a fabricated score.
• Social content planning & publishing: Add-on — Plan and template posts, route them through an approval step, then publish through a connected channel — Facebook, Instagram, LinkedIn, and X today.
• AI image generation in the social composer: Add-on — Describe an image inside the composer and a ready-to-attach image is generated, sized for the post. The generate control only appears once your image service is connected; a service problem shows an honest unavailable state, never a false success.
• Onboarding snapshot bundles: Add-on — One-click bundles apply an industry starter pack, workflows, and templates together — fully editable after, and safe to re-apply.
• Support level: Included — Standard on Start and Core; priority on Pro (included); custom on Operations.
• Optimization reviews: Add-on — Quarterly on Pro; continuous on Operations.

Integration approach

Forge Start can be connected to any of the 16 system categories in the integrations registry. Setup classification (native, verified prebuilt, configurable API, webhook, managed import/export, or custom) is confirmed per system during the Blueprint — see the integration guide for the full status vocabulary.

• Accounting and Bookkeeping
• Payroll and Workforce
• Payments and Point of Sale
• Customer Relationship Management
• Email, SMS, Voice, and Communications
• Calendars and Scheduling
• Marketing and Advertising
• Forms and Lead Capture
• Documents and Electronic Signatures
• Field Service and Job Management
• Practice, Agency, School, and Industry-Specific Systems
• File Storage and Document Management
• Reporting and Business Intelligence
• Identity and Access Management
• Website and E-Commerce
• Data Warehouses and Databases