ForgeOS answers your phone, books the visit, sends the estimate, dispatches the crew and collects the invoice — one system from the first ring to money in the bank, so you can stay on the job.
14-day free trial · No credit card required
Why contractors switch
Six problems we hear from every HVAC, plumbing and electrical owner, and the part of ForgeOS that takes each one off your plate.
You're on a roof or under a sink when the phone rings. The caller hangs up and dials the next company.
AI Receptionist
The AI Receptionist answers every call, books the visit into open times, takes the message, and alerts you to emergencies.
Estimates in one place, the schedule in another, the crew in a group chat — so everything gets typed twice.
One connected system
One record from the first call to the paid invoice: lead, customer, estimate, job, crew, invoice and payment.
Double bookings, techs crossing town twice, customers asking “when are you coming?”
Scheduling & dispatch
Drag-and-drop dispatch on a live map, online booking for customers, and automatic “on the way” texts.
Writing quotes after hours, chasing signatures, and waiting weeks to get paid.
Estimates, invoices & payments
Price from your pricebook, send by text or email, get it signed online, and take card or bank payment on the invoice.
Reminders, follow-ups and timesheets pile up on whoever answers the phone.
Automations & technician app
Appointment reminders, estimate follow-ups and invoice nudges go out on their own; techs clock in from their phone.
You find out a job lost money weeks after it's done — if you find out at all.
Profit & labor intelligence
Labor and materials are tracked against every job, so you see profit per job, per crew and per month as it happens.
Product experience
A call comes in, a lead is organized, a job gets dispatched, and the numbers update — walk the same path a real ForgeOS workspace follows. Everything here is simulated demo data.
Good morning, Alex
Monthly Revenue
$184,200
Active Jobs
12
Jobs at Risk
1
Today's Focus
From call to cash flow
A call comes in, and everything after it is the same connected path — nothing re-entered twice, nothing lost between the office and the field.
A COO that never sleeps
Not every action here happens automatically — your team still answers, works, and verifies the job. ForgeOS is what keeps the record straight and the numbers current while that happens, so nothing gets lost between the field and the office.
8:12 AM
A customer call comes in — the AI Receptionist answers and captures the request.
9:04 AM
The lead is organized and an appointment opportunity is identified for the office to follow up on.
10:30 AM
The crew clocks in at the job site — labor hours start recording automatically.
1:15 PM
Job progress is recorded as milestones are completed in the field.
3:42 PM
Completed work is verified against the required photos and sign-off.
4:10 PM
An invoice is prepared and ready for the office to send.
4:25 PM
Labor cost and job profit update to reflect the day's real numbers.
4:26 PM
The owner opens ForgeOS and already knows what happened — and what needs attention tomorrow.
AI Intelligence
Every job, crew, and dollar is analyzed continuously, so you know what's happening and what to do next — without staring at a dashboard all day.
ForgeOS analyzes every job and shows which ones are profitable, which are losing money, why margins changed, and what action to take.
Job #2045 is trending $4,200 below target profit because labor exceeded the estimate.
Crew performance, labor trends, and productivity insights — surfaced automatically, no spreadsheets required.
Crew A is completing similar work 15% faster than average.
A single composite score for every job — schedule risk, labor risk, cost risk, and profit risk, watched continuously.
3 jobs require attention today — schedule, labor, cost, or profit risk flagged early.
The same brief your owners see every morning
AI Intelligence
Operations BriefMorning
Good morning — here's your business at a glance.
Worker experience
Workers get a simple app built for the field. Owners get complete visibility — without a single phone call.
View assignments
Today's jobs, addresses, and instructions in one place.
Clock in/out
GPS-verified, tied directly to the job in real time.
Upload photos
Before/after documentation, attached to the job automatically.
Update progress
Mark tasks complete as the work happens, not at end of day.
Complete tasks
Nothing falls through the cracks between field and office.
Know where your labor is going: clock in → labor is captured → Labor Intelligence and Profit Intelligence update — automatically, from the same clock-in every technician already does.
Today · Jason Cole
Reynolds Residence — HVAC Install
Status
Clocked in — 2h 14m
Built for contractors
Pricing
14-day free trial. No credit card. No setup fee. Working alone? Solo plans start at $55/mo.
Crew
$89.50first month
then $179/mo
or $149/mo billed yearly
Start free trialCompany
$199.50first month
then $399/mo
or $349/mo billed yearly
Start free trialEnterprise
$324.50first month
then $649/mo
or $579/mo billed yearly
Start free trialFAQ
Run the operation from one place — and know what needs attention next.
14-day free trial · No credit card required