ForgeOne™ CRM connects Inspection Pro, CRM estimates, Job Health, storm intelligence, supplier ordering, production, finances, portals, communication, and reporting from the first property visit through final payment.
ForgeOne™ CRM is live on Google Play and the Apple App Store.
ForgeOne™ CRM is not a collection of disconnected add-ons. Information captured in the field stays attached to the CRM job, supports the estimate and documents, informs production and finance, and remains available for customer service and future storm follow-up.
Start with only an address or open an existing CRM job. Camera + Voice records field photos, location, narration, notes, checklists and tasks. Create a branded inspection report or turn narrated scope into a reviewable estimate draft.
Review Inspection Pro drafts, use preloaded or custom line items, organize work by section, apply pricing, tax, markup and adjustments, save assemblies, generate branded PDFs, and send estimates into approval and signature flows.
The job command center shows the next step, LPACI milestones, payment progress, balance due, activity totals, contacts, property and insurance details, while Job Health keeps readiness items visible without locking the user out of the workflow.
Live Storm Intelligence alerts identify potentially affected CRM properties. Historical storm views show affected customers, active jobs, completed customers and connected dollar value, with satellite, warning-footprint and NEXRAD views plus multi-stop route planning.
Follow the company's 2026 progress through the official Newsroom and the published milestone series.
8 company-created milestone badges documenting the company's launches, established integrations and public visibility.
View all 8 milestonesLearn about five connected workflow options, their supported features, and availability.
Production integration access with supported customer-account material ordering workflows.
Integration detailsConnect a contractor company's Google Drive to back up supported ForgeOne CRM job records.
Read the announcementBack up supported job files into the company's Dropbox with access limited to the dedicated app storage area.
Read the announcementProduction measurement-ordering integration access, subject to eligible accounts and provider-supported report options.
Integration detailsConnect through Intuit and send supported customer and invoice records from the CRM job into QuickBooks Online.
Integration detailsForgeOne™ CRM is designed around one customer and job record, so the information your team enters can support sales, estimating, production, finance, documents, communication, and reporting.
Start in the field with an address or open an existing CRM job. Capture photos, voice narration, checklists, tasks, reports, and estimate drafts in one field workspace.
Build sectioned estimates from 12,356 preloaded line items, custom scope, assemblies, or Inspection Pro drafts, then price, review, PDF, send, approve, and sign.
See the next step, workflow milestones, readiness gaps, job activity, payment progress, balance due, customer, property, insurance, and adjuster information together.
Match storms to CRM properties, receive alerts, see affected customers and connected job value, examine radar and warning footprints, and build follow-up routes.
Create, send, approve, sign, version, and store estimates, contracts, work orders, and completion documents.
Search the catalog, retrieve customer pricing, select the correct account and branch, review delivery details, place approved orders, and return status and invoice events to the job.
Coordinate crews, schedules, deliveries, work orders, checklists, field progress, and optional secure subcontractor portal access from the connected job.
Track job value, supplements, deductions, costs, payments, invoices, balances, and projected profitability.
Keep subject-based job threads, customer updates, notifications, and optional business texting connected to the work.
Share selected job information securely and receive customer or subcontractor photos and documents directly into the correct job record.
Walkthroughs show users where to work, while the role-aware inbox organizes tasks, schedule changes, messages, documents, finance, and production activity.
Review operational and financial performance through summaries, drill-down reports, PDFs, and workbook exports.
Name, phone number, and property address are enough to open the working file.
Connect scope, insurance, files, photos, documents, messages, tasks, and appointments.
Coordinate crews, materials, schedules, required checklist items, and customer updates.
Track job costs, payments, invoices, balances, and profitability through completion.
ForgeOne™ CRM supports contractor businesses that need field operations, customer communication, documentation, and financial control to stay tied to the same job.
Explore THE FORGED SYSTEM™ForgeOne™ CRM keeps each company's records separated, with role-aware access for Admin, Manager, and Sales/Field users. Password login and optional passkeys support secure access across phone, tablet, and desktop.
Includes one Admin seat and the company workspace.
Start with your company workspace and one included Admin seat. Add only the team members you need. All prices shown below are per month.
Includes the company workspace and one Admin seat.
The base plan already includes your first Admin. These prices apply only to additional seats.
An additional administrator for company settings, users, and oversight.
Management access for coordinating jobs, crews, and team workflows.
Access for sales and field users working with customers and assigned jobs.
ForgeOne Ops, PDR One, and OneLedger are in staged rollout and are not being offered as public subscription plans at this time. Public pricing above is for ForgeOne CRM only.
Start with one connected system for the customer, the job, the field, and the money.
