How The Forge brings your business together.
The Forge connects sales, customer communication, scheduling, employee work, and reporting in one place — so each employee sees a simple view of what they need to do.
CRM, scheduling, workforce, finance, inventory management, communications, and reporting — one connected system.
These seven functions aren't seven separate tools stitched together. They share one record graph, so a job moving through the business updates every function that needs to know about it.
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
A new lead in the CRM becomes a scheduled job for the workforce, a completed job becomes an invoice in finance, and the result lands on the reporting dashboard — the same handoff every job takes.
One system routes every action to your Dashboard
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 lifecycleEvery 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.
The Forge does not replace your accounting, payroll, or compliance systems. It connects to the tools that already handle those jobs, and keeps information moving between them and the rest of your business.
- General ledger and financial statementsAccounting system
- 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
The Forge never becomes the official record for anything on this list — not now, not later.
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
Every plan does more than the core loop
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 shares with your team.
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 (Pro) — templates, an approval step, and connector-based publishing to Facebook, Instagram, LinkedIn, and X. 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.
Want the full detail?
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 architectureBuilt 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.
- 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