Everything it runs. None of the busywork.

Service calls

“A $2,800 repair priced like a full roof.”

Say the job once; the quote and the proposal come out of it.

• Pick Service call, Small repair or Emergency instead of the full-roof estimator.
• Type it like a phone call: the problem, the fix, the square footage, your number. The Forge drafts the eight scope facts and the price; every field stays editable.
• Fixed price, calculated, not-to-exceed, time and material, or a diagnostic visit. The proposal says which one and what it means.
• Or tell the Overseer in chat; it asks for what is missing (address, who it is for, email) one question at a time.

Estimating

“Bids typed up at midnight.”

Every dollar on the job gets costed for you.

• Priced with your own supplier prices and labour rates.
• The small stuff that quietly eats margins is counted for you.
• Slope packages priced and on the proposal.
• Change a price once and your open estimates follow. Signed ones stay locked.

Proposals

“Good jobs waiting on paperwork.”

Your branded proposal builds itself and gets signed on a phone.

• Pre-built from day one: cover, scope of work, your investment, slope package, payment terms, terms and conditions, warranty and acceptance, in your brand and filled in from the estimate. Add your own pages any time.
• Options and add-ons the customer can pick, with the total updating for them.
• You see when they opened it and which pages they read.
• Expired? They tap “Request updated quote” instead of hitting a dead end.
• Signed means the job is real: number assigned, ready to schedule.

Email

“Quotes lost in a shared inbox.”

Your own inbox, inside The Forge, with replies drafted in your voice.

• Connect Gmail or Outlook once.
• Proposals and invoices go out under your name.
• Customers just hit reply, and it comes back to you.
• Each person has their own inbox. Nobody reads anyone else’s mail.

Scheduling and work orders

“Who’s where on Thursday?”

Schedule once and everyone knows.

• Drag jobs across the board; assignments follow.
• The crew opens the app to their own day.
• Work orders built from what was sold, on every crew phone. No prices.
• Storm day? Move the work and the delay is on the record.

Time clock

“Hours sent by text at 9 pm.”

Clock in on site. Hours land on the job.

• GPS confirms the punch happened where the work is.
• Clean days approve in bulk; the odd ones flag themselves.
• Pay rates stay private to the people you choose.

Photos and reports

“The photo nobody can find when the customer calls.”

Every photo pinned to the job, ready when you need it.

• Capture goes straight to the right job.
• Before and after galleries the customer can open.
• You choose what they see, and add photos to a link you already sent.
• Reports on live links, not stale attachments.

Safety

“The form only matters when somebody asks for it.”

Audit-ready every day, without the clipboard.

• Hazard assessments, permits and toolbox talks signed on the crew’s phones.
• Tickets with a warning before they expire.
• Lone workers check in, with escalation when one is missed.
• A live safety link for the GC, always current.

Subcontractors

“Chasing subs for a price and a signature.”

Send the package, agree the price, both sides sign.

• Scope, quantities and terms go out together.
• They make an offer; you take it or counter.
• On The Forge too? The job lands in their system, linked to yours.
• No account needed to answer you.

Materials and orders

“7 am runs to the supply house.”

The estimate is the order sheet.

• Nothing re-typed into a purchase order.
• Track orders to delivered, next to the crew on the board.

Invoices and change orders

“Extras that never made the invoice.”

One tap when QC passes, approved changes included.

• Sent from your own inbox.
• A sent invoice is never edited; a revision gets its own number.
• Progress billing for jobs that pay in stages.
• The right tax lines for your province.

Payroll hours

“Re-keying timesheets into payroll.”

Hours from the same clock the crew punched, ready for your books.

• Exports for QuickBooks Online, QuickBooks Desktop or a spreadsheet.
• Checked before the file is made, so nothing bounces.
• New hires fill their tax forms on their phone.

Job profit

“Finding out at tax time.”

What each job really made, while it’s still running.

• Receipts scanned straight onto the job’s costs.
• Estimate against actual, side by side.
• Customers see the price. Your costs and margin never leave the office.

Hiring and documents

“Chasing paperwork from new hires.”

They sign the handbook, policies and contract on their phone, then build their own profile.

• Contracts prepared for each person.
• Government tax forms completed on the real form.
• They fill in their own profile: phone, emergency contact, language, signature, skills, and every ticket with its expiry date and a photo of the card.
• Tickets warn before they lapse, so nobody shows up to a site with an expired fall-arrest card.
• Role and pay rate are set by the hiring manager. Nobody else sees the number.
• Who signed, when and exactly what, kept for good.
• A starter HR pack comes with the app.

Their language

“Instructions lost in translation.”

English, Spanish or French, for each person.

• Each person picks their own language.
• Job chat translates for whoever is reading.

The Overseer

“Answers stuck in one person’s head.”

Your notepad on the roof, your estimator at the desk.

• Talks scope, not software.
• Every office seat can use it; the owner switches each role on or off. Field roles are off until the owner turns one on, and then they can ask questions but never hear prices, pay or customer details, and nothing changes by their asking.
• On the roof: say the dimensions, parapets, drains, curbs and stacks as you walk; it builds the draft and prices it with your own numbers.
• Say the extras as you see them and they go into the scope. Voice notes are coming.
• Simple roofs from your phone. The complicated ones still deserve a desk, and it will tell you so.
• Asks the few questions that change the price, shows its suggestions, and waits for your yes.
• Never moves you: it offers to open the estimate and waits for your tap.
• Ask it about a job, your hours or your invoices and it answers from your own data.