JOB-0001Sample Customer File
Requirements Needed123 Sample Street, Fort Worth, TX $25,000
StageApprovedPhotos18Value$25,000
Open Job FileMove to Completed
Contractor CRM built for real field and office workflows
Contractor CRM software that connects the whole job.
ForgeOne™ CRM brings leads, jobs, estimating, storm intelligence, files, photos, documents, production, finances, customer portals, optional subcontractor work orders and portal access, supplier workflows, texting, financing, and reporting into one connected workspace.
ForgeOne™ CRM on the go.
ForgeOne™ CRM is live on Google Play and the Apple App Store.
Supplier ordering ABC Supply ordering is available for supported company accounts. Additional supplier connections appear only after live access is enabled.
Built forRoofing, restoration, general and specialty contractors
Connected workflowLead through completion, invoice, and reporting
Business plan$179/month including one Admin seat
FORGEONE CRM / DASHBOARD
Current PipelineEvery customer and job file lives under Lead, Prospect, Approved, Completed, or Invoiced.
Active Jobs: 16+ New Lead
L4$42,500Lead
P3$78,000Prospect
A5$164,200Approved
C2$61,400Completed
I2$48,900Invoiced
Approved1 file
Completed requires a signed certificate of completion.
DAILY FOCUSMy Day
4 itemsTasksConfirm material order
AppointmentsRoof inspection · 2:00 PM
Follow-upsSample lead · 10 days
Faithful recreation of the current ForgeOne™ CRM dashboard structure using fictional sample data.
Estimating intelligence
Build insurance estimates with the codes adjusters already recognize.
ForgeOne™ CRM combines a sectioned estimate builder with a searchable insurance estimating library containing category codes, selectors, descriptions, trade classifications, and units, making scopes easier to review and transfer into an adjuster’s estimating workflow.
Build insurance scopes without starting every line from scratch.
ForgeOne™ CRM contains 12,356 preloaded insurance estimating line items organized by category code, selector, trade description, and unit. Search the library, filter by trade, save favorites, reopen recent items, and add selected work directly to an estimate section.
Supporting language can follow the line item.
The current library includes 178 selector-specific rebuttals. Matching items can retrieve supporting language that references applicable IRC sections, installation requirements, and manufacturer instructions instead of forcing the estimator to rebuild the explanation every time.
Organize scope, pricing, tax, markup, margin, and totals in one builder.
Create sections by trade or phase, add library or custom items, calculate section adjustments, tax and discounts, save reusable assemblies, generate a branded PDF, and send the estimate through the customer review and approval workflow.
Counts shown above were verified against the current ForgeOne™ CRM production database. ForgeOne™ CRM is not presented as affiliated with or endorsed by any third-party estimating platform.
One job recordInformation stays connected.
Built for contractorsField and office workflows align.
Tenant-privateCompany data is isolated by organization.
Requirement-drivenStage advancement follows real job readiness.
Product scope
Built around the customer and job—not separate software silos.
The system keeps daily use straightforward while exposing deeper financial, production, portal, and reporting tools only when a company chooses to use them.
LPACI workflow dashboard
Lead, Prospect, Approved, Completed, and Invoiced stages keep the contractor workflow visible without a separate pipeline maze.
ForgeOne™ CRM Inspection Pro
Start a field inspection with only a property address or open any existing CRM job. Camera + Voice connects photos, narration, checklists, tasks, field notes, reports, and estimate drafts directly to the job.
Included 3D interior LiDAR scanning
On supported LiDAR-equipped Apple devices, the internal RoomPlan workflow captures room dimensions, openings, 2D plans, 3D models and job-linked artifacts without a separate internal measurement service subscription.
Internal roof measurement and pitch tools
Use drawing, map-based review, image calibration and pitch assessment. Optional third-party aerial measurements can carry separate provider charges.
Guided shingle identification
Record observable characteristics, use guided shingle photographs and examine possible material reference candidates. Suggested matches are not definitive manufacturer identification.
Connected job records
Customers, properties, contacts, insurance details, files, photos, messages, tasks, appointments, documents, and finances stay connected to the job.
Job Health and command center
See the next step, LPACI milestones, readiness gaps, payment progress, balance due, job activity, customer, property, insurance, adjuster, and production information without hunting through disconnected records.
Documents and approvals
Create estimates, contracts, work orders, change orders, and completion documents with versioning, PDF output, customer review, approval, decline, and signature flows.
12,000+ insurance estimating line items
Search 12,356 preloaded insurance estimating items by category code, selector, trade, or description, then add them directly to sectioned estimates with the item identity and unit already attached.
Code-supported rebuttal library
ForgeOne™ CRM currently includes 178 selector-specific rebuttals with IRC and manufacturer-reference language that can follow matching estimate items into the job file.
Finance and job costing
Build job value, track supplements and deductions, record costs and payments, issue invoices, and review profitability without leaving the job workspace.
Internal invoices and supported customer payments
Issue CRM invoices and track balances and receipts. Eligible companies can connect payment processing to offer supported customer card and ACH Direct Debit options.
Subcontractor costs and payment records
Keep subcontractor work orders and related job financial records visible. Automated bank payouts are not represented as live solely because a bank connection is available.
Production operations
Schedule crews and production events, track material orders and checklist items, and optionally create subcontractor work orders when a company wants that extra structure.
Reports and exports
Executive summaries, grouped drill-downs, PDF reports, and workbook exports support operational and financial review.
Unified notifications
Tasks, appointments, messages, customer actions, invoices, payments, and production changes appear in one role-aware inbox.
Color-coded job messageboard
Create custom subject lines, choose contractor-specific thread types and identification colors, then search, filter, reply, mention teammates, and attach files without losing the conversation inside a generic activity feed.
Private company hub
Give each contractor organization its own announcements and internal conversation channels, with supporting attachments and available read/acknowledgement tracking.
Multi-company and role controls
Organizations remain isolated, with Admin, Manager, Sales/Field, and platform-level permissions controlling access and visibility.
Password and passkey login
Users can enroll Face ID, fingerprint, Windows Hello, or device-PIN passkeys while retaining password recovery.
Responsive field use
Primary contractor workflows and all Job Detail sections are designed to remain usable on phone, tablet, and desktop.
Storm intelligence, mapping, and reports
Generate 12-month job storm-history reports, scan mapped CRM properties for recent impacts, explore historical storm dates across the company territory, overlay warning footprints or archived NEXRAD radar, and build follow-up routes from matched customers.
Storm outreach email campaigns
Prepare company-branded emails for matched, eligible CRM customers. Admins can review selected recipients or configure supported automated sending, with opt-out protections.
Storm territory and job-value visibility
View mapped customer properties alongside existing associated CRM job dollars for geographic opportunity planning. Storm exposure and connected dollars are not proven property damage or guaranteed future revenue.
Supplier ordering integrations
ForgeOne™ CRM uses a supplier-neutral ordering model. ABC Supply connectivity supports catalog, pricing, account and branch selection, reviewed ordering, status refresh, delivery events, and supplier invoice notifications. Additional distributor connections are enabled only when approved for live use.
Customer portal
Give customers a secure job-specific portal for selected records and let them upload photos or documents directly back to the job without exposing the internal CRM.
Text-first subcontractor portal
Create job-specific work orders, prepare a secure portal link in the contractor's normal Messages app, and let subcontractors review scope, update status, and upload photos or documents without needing email, an app install, or a ForgeOne™ CRM user account.
ForgeOne™ CRM Text add-on
Optional two-way company SMS is available for eligible accounts after setup, sender verification and required customer consent. Setup, subscription, usage and carrier charges are separate; manual subcontractor portal-link texting does not require this add-on.
QuickBooks Online integration
Authorized contractor accounts can connect QuickBooks Online and sync supported CRM customer, invoice and payment records through the available integration controls.
Zapier connection
ForgeOne™ CRM provides API-key based integration for supported event triggers and Zapier workflows. Access currently depends on the private app invitation and connection requirements.
Generic CRM import and migration
Move customer-owned records using supported CSV/Excel exports, field mapping and import reviews, regardless of the name of the prior CRM. Supported records depend on exported fields and data quality.
Acorn Finance relationship
ForgeOne™ CRM LLC is established as an Acorn Finance Parent Company. Eligible contractors can enroll through ForgeOne™ CRM and connect the customer financing link assigned to their own business.
Inspection Pro + connected CRM estimating
Start at the property, build the job, and carry the field scope into the estimate.
Inspection Pro and the CRM share the same job record. A user can start with only an address and ForgeOne™ CRM creates the linked CRM job, or open an existing job directly in Field Mode. Photos, narration, checklist answers, tasks, reports, files and estimate drafts stay attached to that job instead of being transferred between separate apps.
Begin in the field or from an existing job.
Use the current-location map, confirm the property address and trade, optionally add the customer, and start documenting. ForgeOne™ CRM creates the connected CRM record in the background when one does not already exist.
Talk through the scope while capturing evidence.
Take property photos, retain capture location, dictate field narration, complete checklists, record failures that need attention, and create follow-up tasks without leaving Field Mode.
Create customer-ready reports and reviewable estimate drafts.
Build a branded inspection report from selected evidence. Narrated scope can become draft line items for human review; ForgeOne™ CRM does not invent prices when pricing is unavailable.
Finish the estimate inside the connected job.
Use 12,356 preloaded items, custom lines or assemblies; organize sections; apply quantities, pricing, tax, markup, discounts and adjustments; generate a branded PDF; then send for customer review, approval and signature.
Job Health + job command center
Give every user a clear picture of the job—not another place to hunt for information.
The Job Overview shows the current next step, the complete Lead-to-Closed milestone path, payment progress, job value and balance due. Job Health keeps missing or incomplete items visible so users can correct problems early without hard-locking normal work.
Users can advance, move backward, or mark a file Dead/Lost while ForgeOne™ CRM preserves the job story and milestone history.
Authorized users can see collected percentage, approved job value, invoiced totals, receipts, costs, and remaining balance from the job workspace.
Optional subcontractor operations
Give subcontractors a focused portal without giving up control of the job.
Companies can turn the feature on in settings, then choose job by job whether to create a subcontractor work order. The contractor can prepare the secure portal link as a normal text message from their own phone, so a subcontractor does not need email, a ForgeOne™ CRM account, or a separate app. The subcontractor can review scope and schedule, accept or decline work, mark progress, upload categorized photos or documents, and submit completion updates. If the company does not use the feature, ForgeOne™ CRM works exactly as before.
Use structure only when it helps.
Create a work order for a subcontractor, leave it unassigned, or skip the feature entirely. Work-order status does not hard-gate the main job workflow.
Meet subcontractors where they already communicate.
Prepare the portal link in the contractor's normal Messages app with the subcontractor's mobile number and a ready-to-send job message. The user reviews it and taps Send; ForgeOne™ CRM does not require a server-side SMS provider for this launch workflow.
External access stays narrow.
Subcontractors see only the work order, project location, schedule, scope, their uploaded items, and the actions the company intentionally exposes.
Photos and documents land on the job.
Before, progress, completion, invoice, receipt, insurance, permit, change-order, and other uploads are categorized and recorded in the job history.
Supplier integration roadmap
Built to connect contractors and suppliers without rebuilding the CRM around one vendor.
ForgeOne™ CRM supports multiple distributor relationships while keeping each contractor company's orders, pricing, invoices, and workflow private to that company.
ForgeOne™ CRM supports company-specific account and branch selection, catalog search, customer pricing, reviewed order submission, delivery details, status refresh, order events, and supplier invoice notifications for supported ABC Supply accounts.
QXO connectivity will appear for customer companies only after live ordering is enabled. Until then, ForgeOne™ CRM clearly keeps customer purchasing unavailable.
Connection status stays explicit: ForgeOne™ CRM shows a supplier workflow as available only when live customer access is enabled.
Customer financing relationship
A practical Acorn Finance relationship built to grow with ForgeOne™ CRM.
ForgeOne™ CRM LLC is established as an Acorn Finance Parent Company. Eligible contractor companies can enroll through ForgeOne™ CRM’s child-company registration pathway and then connect the customer-facing financing link Acorn assigns to their own business.
01
Contractor enrollmentThe company administrator uses ForgeOne™ CRM’s Acorn child-company registration link—not a homeowner application link.02
Company-specific activationAcorn reviews and activates the contractor relationship, and the contractor uses the customer-facing link assigned to its own account.03
Connected customer workflowThe contractor can share its financing link from Job Financials and include it with estimates, invoices, email experiences, and customer portals.Clear responsibility: financing applications and lending decisions are handled through Acorn Finance and participating lenders. ForgeOne™ CRM LLC is not a lender and does not determine eligibility, approval, rates, or loan terms.
Customer experience
Keep internal job conversations organized—and give customers clearer ways to move forward.
Customer-facing tools stay tied to the same job record, with portal uploads, shared records, texting, and financing available without exposing internal company data.
A professional customer-facing window into the job.
Share only what the company chooses through a secure job-specific portal, while customers can also send photos or documents directly into the correct job file. Internal notes, costs, margins, and private records stay hidden.
Business texting that stays connected to the work.
After company activation, sender verification and customer consent, the optional company texting add-on keeps supported two-way SMS connected to the correct job and visible to authorized users.
Offer financing from the connected job workflow.
Eligible companies can enroll with Acorn through ForgeOne™ CRM, connect their own customer-facing financing link, and share it from the job financial workspace, estimates, invoices, emails, and customer portal.
Parent-company enrollment relationship; each contractor uses its own Acorn customer link.Connected storm intelligence
From a single property report to CRM-wide storm territory intelligence.
ForgeOne™ CRM combines the existing 12-month job Storm History Report with a company-wide customer map. Teams can research a historical storm date, isolate mapped customers potentially affected by that event, review the connected CRM opportunity, visualize storm footprints or archived NEXRAD radar, and build a follow-up route without exporting the customer list.
CUSTOMER MAP & STORM INTELLIGENCE
Pick the storm. See the customers. Build the route.
The Storm History Explorer supports 7-day, 30-day, 90-day, 6-month, and 12-month windows. Selecting an event narrows the CRM to matched properties and summarizes active jobs, completed customers, and connected job value for re-canvassing and follow-up.
Select storm date Road / Satellite / Hybrid / Terrain Storm footprint / NEXRAD Add matched to route
01
Address captured
The lead or job property address becomes the research point. A user can request the report during lead intake or later from Job Health.
02
Public records researched
ForgeOne™ CRM checks National Weather Service local storm reports and warning records made available through Iowa Environmental Mesonet services.
03
Evidence summarized
Hail, wind, tornado, distance, and warning-polygon evidence are organized without claiming that the property sustained damage.
04
PDF filed to the job
Progress updates live in Job Health, and the completed report is stored as a private Storm Report file inside the connected job record.
FORGEONE CRM FIELD INTELLIGENCE
Storm History Report
Verified test output
REDACTED TEST PROPERTYFort Worth, Texas
Generated July 31, 2026MOST RECENT QUALIFYING EVENT
Severe Thunderstorm — Wind
July 17, 2026 · 51 mph recorded wind · 1.7 miles from the research point
40Public-source events indexed
17Generated PDF pages
0Blank, clipped, or overlapping pages
RECENT EVIDENCEExample storm data
Hail reportJuly 7, 2026 · 1.50-inch hail · 10.6 miles awayPublic LSR
Wind reportJune 2, 2026 · 51 mph wind · 1.7 miles awayPublic LSR
Evidence boundaryProximity and warning evidence only; the report does not assert property damage.Disclosed
Automatically filed under Job FilesCategory: Storm Report · Private to the organization and authorized job users
The example above uses non-customer sample data and does not identify a property or claim physical damage.
Why ForgeOne™ CRM
Built to reduce duplicate work across the contractor lifecycle.
ForgeOne™ CRM is designed around one connected customer and job record so sales, production, finance, documents, communication, and reporting can reuse the same information instead of rebuilding it in separate systems.
Commercial model
Role-based pricing for a contractor company.
Annual billing equals ten months of service. ForgeOne™ CRM Text is an optional company add-on with separate metered messaging and carrier charges; $49/month is not an unlimited-texting plan. Usage rates and terms are provided in writing before activation. Customer and subcontractor portal access do not consume standard internal user seats.
Includes one Admin seat and the company workspace.
Plus $49 one-time ForgeOne™ CRM LLC setup. SMS/MMS usage and applicable carrier fees additional, not unlimited. Activation requires verification and written usage terms.
Independent product research
Compare ForgeOne™ CRM with leading contractor software.
Copy the short prompt into a browsing AI assistant to compare ForgeOne™ CRM with leading contractor platforms. It requests current features and prices, a fair 1–10 rating for each platform, and an overall comparison. Customer review volume and years in business are not scoring criteria.
- Contractor and roofing workflow fit
- Usability and navigation
- Visual design and information density
- Workflow clarity and reduction of duplicate work
- Feature completeness
- Security and data-privacy posture
- Differentiation from established contractor CRMs
- Pricing viability
- Implementation and support fit
COMPARE FEATURES & RATE 1–10
Conduct 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.
Paste this into a web-enabled AI research tool. Ask it to confirm current features and clearly flag missing evidence. No private account data is needed.
ForgeOne™ CRM
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