Everything you're
wondering, answered.
The honest, plain-language answers to what contractors actually ask before they bring Forge in. If yours isn't here, a quick chat with the team will cover it.
01The basics
It's the contractor intelligence platform. Each part of your business, marketing, sales, operations, margin, money, and recruiting, gets its own Forge with its own intelligence that runs it, while one command center keeps the whole business on a single living picture. It does the work, you stay in control.
Never. You set how far it goes, from surfacing what's happening to running the loop end to end, and you can change that posture anytime, per area or per decision. It works for you, not the other way around.
Yes. It's built for home-service contractors, HVAC, roofing, plumbing, electrical, remodeling, and more. What it reads, says, prices, and flags reshapes to your specific trade, not a generic playbook.
No. Connect your accounts in a few clicks and it starts working. There are no dashboards to babysit and no playbooks to build by hand. It learns your business as it runs it, in minutes, not months.
They stay yours. Forge connects with your permission, never takes ownership, and you can disconnect anytime. Your data is never sold or shared, and what each role can see is enforced at the data layer.
No multi-year lock-in. It earns its keep month to month. If it isn't moving the numbers that matter, you leave.
02How it runs
It makes them dangerous. Forge does the chasing, the follow-ups, the admin, and the busywork that eats the day, so your people spend their time on the work only they can do. It's the difference between a rep working 8 deals and a rep working 30.
As far as you let it. Set it to approve-every-move and nothing happens without your okay. Set it to autopilot and it runs the loop, flagging only the exceptions. Your call, changeable anytime.
Those tools record what happened and wait for someone to act. Forge does the acting: it works the leads, dispatches the crews, prices the jobs, chases the cash, and protects the margin. It runs the operation those tools only log.
The same week. Connect your accounts and it starts scoring, working, and surfacing the same day. Most owners are surprised how fast the first real result shows up.
03Pricing, margin, and the money side
It prices off the live economy and your real costs, models the odds of closing at every price, and lands where you both win the work and keep the margin. You set the floors; it never quotes below them.
It ties labor, vendors, materials, and overhead to the actual job in real time, then names every point leaking out, discounts, callbacks, unbilled change orders, cost creep, with the play to recover each. No waiting for the books to close.
Yes. It ranks every unpaid invoice worst-first by amount, age, and likelihood to collect, then works each one on its own until it lands, and tells you your real days of cash before any crunch hits.
Continuously. It tracks your valuation the way a buyer would, shows the exact levers that lift your multiple, and builds them while you run the company, so the day an offer comes, you name the price.