ForgeOne™ CRM brings Inspection Pro, internal measurement tools, shingle research, storm intelligence and outreach, estimating, customer payments, team messaging and profitability reports into one contractor workspace.
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.
9 company-created milestone badges documenting launches, established integrations, industry membership and public visibility.
View all 9 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 detailsSee the field technology, storm intelligence, financial visibility and communication workflows available inside ForgeOne™ CRM. Features requiring compatible hardware, third-party accounts or paid activation are identified below.
Inspection, measurement, material research, and estimating stay tied to the correct job file.
Document field observations with photos, video, and spoken notes. Keep evidence in the job and use narrated scope to create a pre-filled estimate draft for contractor review.
On compatible LiDAR-equipped Apple devices, capture room geometry and save measurements, 2D plans, and 3D model files to the job. The internal tool does not require an additional measurement-service subscription.
Use internal aerial drawing, image upload and calibration, and pitch-assessment tools. Optional third-party aerial reports are separate purchases.
Capture guided reference photos and observable shingle characteristics, then review possible matching products and material information. Suggested matches are not guaranteed identifications.
Build sectioned estimates with preloaded insurance-style items, assemblies, custom lines and Inspection Pro drafts; generate PDFs and manage customer approval and signature.
Locate potentially affected customers, prepare compliant outreach, and understand the job value already connected to the mapped area.
Explore hail and wind records, mapped customer properties, storm history reports, archived radar, warning footprints and follow-up routes. Weather proximity does not establish property damage.
Prepare branded outreach from storm-matched CRM contacts, review eligible recipients, track sent or failed email status, and choose review-before-send or configured automatic delivery with unsubscribe controls.
Map potentially exposed customer properties alongside the existing CRM job values associated with them. Distinguish recorded job dollars from projected opportunities and confirmed damage.
Invoices, collected payments, subcontractor costs and reporting should be visible without rebuilding job finances in disconnected spreadsheets.
Review job value, supplements, deductions, expenses, payments, balances and projected profitability within the job workspace.
Create and track customer invoices inside the CRM. Eligible businesses with connected payment processing can offer supported card and ACH Direct Debit options, with payment records tied to the job.
Connect work orders, subcontractor charges and recorded payment activity to the job financial history. Bank-initiated subcontractor disbursements depend on a separately verified payout capability.
Review job-level and companywide performance, open detail reports and export PDFs or workbooks to support margin and profitability decisions.
Connect an eligible QuickBooks Online company and sync supported customer, invoice and payment records through authorized integration workflows.
Give each contractor its own communication hub while keeping customers, subcontractors and connected applications aligned.
Share authorized job details securely. Customers and subcontractors can send photos and documents back into the connected job; subcontractors can also update eligible work orders.
Give each contractor company its own announcements, team conversations and file-sharing space, including read and acknowledgement visibility where enabled.
Keep job-specific discussions organized by subject and color-coded category with searchable threads, replies, mentions and file attachments.
Use supported two-way customer SMS from your company number after onboarding and consent verification. This is a separately billed add-on with applicable setup, usage and carrier charges.
Connect supported ForgeOne™ CRM event triggers to other apps using Zapier. The private integration currently requires a supported invitation and company API-key connection.
Import supported customer-owned records from CSV or Excel exports using field mapping and validation. Available migration coverage depends on what the previous platform can export.
Connected ABC Supply accounts can review catalog, account pricing, branch and delivery details, then place approved orders. Other distributor and measurement connections depend on their own activation status.
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.
Compare ForgeOne™ CRM with leading contractor software platforms. Copy this simple prompt into a browsing AI assistant for a feature-by-feature comparison, a 1–10 rating for each platform, and an overall ranking—without penalizing newly launched software for fewer customer reviews.
Explore detailed featuresConduct a NEW, independent internet search comparing ForgeOne CRM (https://forgeonecrm.com) with several leading business management and contractor software platforms of your choosing. Do not assume that any platform is superior. Use current vendor documentation and independently verifiable information. Include SOURCE LINKS and publication or verification dates for every material feature claim and price. State the actual advertised subscription tier, included seats and usage limits, setup fees and any Optional paid add-ons. Where price or feature availability cannot be independently confirmed, label it Unverified; never infer or invent a comparison score, price or integration. Compare relevant functionality where verifiable: leads and customer records, project and job scheduling, field operations, estimating, LiDAR interior measurement, shingle identification, storm email campaigns and weather intelligence, customer messaging and business SMS, job profitability reporting, QuickBooks Online connectivity, Zapier integrations, Company Hub team communication, and import/export using CSV/Excel. Distinguish available production features from planned, beta, manually configured or partner-dependent functionality. Do not assume an integration is available to every customer merely because a partnership is announced. Discuss data migration carefully: CSV/Excel import may be supported, but it is not a guaranteed universal one-click transfer and actual compatibility, attachments and permissions depend on source data and the service used. Compare relevant migration help consistently across platforms. Provide a concise feature and pricing table. If evidence is sufficient, give each platform a 1-to-10 rating for verified functionality, practical value, and overall fit, clearly stating the basis for each score. If evidence is insufficient, say Unverified instead of inventing a score or ranking. Explain strengths, gaps, use cases and potential tradeoffs fairly. Do not use review volume or years in business as a proxy for product capability; separately report credible user feedback where available and identify its limits.
For current results, paste into Google AI Mode, Gemini, Copilot or another AI assistant with web research. Features that cannot be verified should be identified.
Start with one connected system for the customer, the job, the field, and the money.
