Purpose-built capabilities across insurance estimating, field inspection, storm intelligence, migration, PDR operations, dispatch and connected accounting — designed to share company, customer, job, vehicle and financial context where production connections are enabled.
PRELOADED LIBRARY
INSURANCE ESTIMATING
A serious estimating library is already inside ForgeOne.
Search a preloaded insurance estimating library by code or description, with selector-specific supporting rebuttals and code or manufacturer support where available. Published library counts are verified from a repeatable production query before being used in marketing.
Inspect in the field without stopping to type everything.
Keep the camera open, capture field photos, narrate what you see and turn the inspection session into a reviewable estimate draft while the evidence stays connected to the work.
The storm map knows which customers are already yours.
Research hail and wind records around a selected address, match existing customers to mapped storm evidence, build routes, create a storm-history PDF and prepare outreach without leaving the CRM. Results are proximity and warning evidence, not parcel-level damage findings.
Switch CRMs without treating your history like disposable data.
ForgeOne includes a guided AccuLynx migration workflow that discovers records, maps known statuses, supports pilot review and imports approved legacy data into the ForgeOne workspace.
OneLedger includes a migration center for the books too.
QuickBooks and CSV migration tools help map accounting records into OneLedger so the financial transition can be reviewed instead of rebuilt manually from a blank file.
Run storm markets and dealer work with canvass control, VIN-centered vehicle files, panel damage mapping, estimates, technician splits, W-9 and E&O visibility, and event-level financials.
The front office and the field work from the same customer context.
Match callers to customers, see open work, book against the schedule and dispatch crews from one operating board instead of rebuilding the context in separate systems.
ForgeOne apps are designed to work from shared business context.
Where cross-app connections are enabled, company, customer, vehicle, job, operational and financial context can move between activated ForgeOne applications. Authentication and access remain governed by each application's current production configuration.
Insurance estimating content is presented as ForgeOne's own preloaded library and supporting content. Third-party product and company names are trademarks of their respective owners.
BUILT FOR YOUR TRADE
Built for the most essential trades and subtrades in the industry today. Choose yours below.
Don't see your trade or operation? Let us know in the feedback. We'll add workflows tailored to your operation or subtrade.
ROOFING · RESTORATION · GENERAL & SPECIALTY TRADES
The customer command center.
Manage customers, properties, jobs, communication, payments and critical business records in one organized system. The contractor workflow stays connected to the distributors, measurements, financing and storm intelligence the job depends on — so your team spends less time re-entering information and more time serving the customer.
Connected job records.
Customers, properties, insurance details, photos, messages, tasks, documents and finances stay on the job.
Documents and approvals.
Estimates, contracts, work orders, change orders and completion documents with versioning, PDF output and signature flows.
Finance and job costing.
Job value, supplements, deductions, costs, payments, invoices and profitability without leaving the job.
Customer Storm Center.
Address-centered public-record storm research and automated customer outreach, with proximity and warning evidence clearly distinguished from parcel-level damage findings.
Ordering, line items, deliveries and invoices run on a supplier-neutral model, so adding a distributor is a configuration rather than a rebuild. Co-marketing announcements with integration partners are in progress.
CUSTOMER STORM CENTER
Storm intelligence that lives in the job, not in another subscription.
Radar, storm footprints, and public hail and wind records can be researched around a selected address inside the CRM — matched to customers, routed to crews, and filed as a PDF on the job record. Reported-nearby and warning-indicated evidence is not a parcel-level finding of hail, wind or property damage.
01
Address captured
The lead or job property address becomes the research point — at intake or later from Job Health.
02
Public records researched
National Weather Service local storm reports and warning records made available through Iowa Environmental Mesonet services.
03
Customers matched to the footprint
See who inside the storm boundary is already a customer, add matched addresses to a route, and trigger automated customer email.
04
PDF filed to the job
Stored as a private Storm Report file on the job record. Proximity and warning evidence only — the report never asserts property damage.
PDR · STORM CHASE · DEALER & FLEET
A focused workflow for paintless dent repair.
Keep storm markets, dealer accounts, vehicle intake, damage documentation, estimates, technician work, contracts, customer updates, financials and payouts moving in one place. Every vehicle keeps its story from first contact through completed repair and payment.
Storm-event command.
Run multiple hail markets without mixing crews, doors, dealer accounts or numbers.
Canvass intelligence.
Track territory coverage, appointments, inspections and sold jobs as they happen.
Driveway estimating.
A phone-first damage mapper turns panel dent counts into a consistent estimate.
Territory coverage, doors and appointments as they happen.Panel-level dent mapping turns into a consistent estimate.Revenue, splits and expenses tied back to the storm event.1099 crews, roles, W-9s and E&O expirations in one place.
CALLS · BOOKING · SCHEDULING · DISPATCH
The operations engine.
Dispatch from the office, coordinate crews, book work against real availability, track job progress and keep every team aligned from first call to finished job. Office personnel and field crews work from the same customer and job context instead of chasing updates across separate tools.
Caller context.
Search the customer, see the property and prior work before you pick up.
Job booking.
Take the next job in the same conversation, against the live schedule.
Dispatch board.
See the day, the crews, the calls and where each job stands.
Shared workspace.
Keep training, playbooks and product guides available to the office and field.
What changes at the front desk, with and without a connected workflow.Training, playbooks and product guides for the whole team.
FINANCIAL COMMAND CENTER
Financial clarity without the guesswork.
Track payments, invoices, bookkeeping visibility, crew payouts, compliance and job profitability so every dollar is accounted for. OneLedger keeps business and personal books separate while giving owners a clear view of what is owed, what changed and what needs attention.
Separate books.
Personal and business books stay separate while remaining visible in one command center.
Compliance reminders.
Surface deadlines before they become cleanup work.
Cross-book reporting.
Report on either set of books independently or view the owner picture across both.
Movement alerts.
Use notifications to call out what actually changed instead of making the owner hunt for it.
PDR One and ForgeOne CRM post into the book that owns the accounting.Admins, accountants, bookkeepers and reviewers, scoped by role.
THE FORGEONE PLATFORM
One connected system. Four powerful solutions.
Together, these platforms are designed to simplify the work, reduce friction, lower operating costs and give contractors and their customers a better experience. Where cross-app connections are enabled, approved company, customer, vehicle, job, operational and financial context can move between ForgeOne applications.
01 · CRM
The storm finds the customer
Storm Center matches the footprint to addresses, files the history report, and emails the homeowner automatically.
02 · OPS
The call becomes a booked job
The caller is already a record. Ops books against live crew availability and dispatches the day.
03 · CRM
The job runs to completion
Measurements, material orders, financing, documents, photos, supplements and invoices all sit on one file.
04 · PDR ONE
The vehicle side runs in parallel
Same storm, different asset. PDR One manages territories, vehicles, technician work and payout data in its dedicated workflow.
05 · ONELEDGER
The money closes the loop
Where the OneLedger connection is enabled, supported financial data can move into the accounting workflow while business and personal books remain separated.
Private company access
Each activated application protects company data with authenticated access and role controls. Current sign-in behavior follows each application's production configuration.
Role-based access
Each application applies the roles and permissions supported by its current production configuration so users see only the workflows they are authorized to use.
Start with one, connect more
Companies can activate additional ForgeOne applications as needed. Cross-app data movement applies only where the corresponding integration is enabled and supported.
Four ForgeOne applications designed to work together as connections are enabled.
TRY IT FIRST
Walk through all four products before you talk to anyone.
Annual billing equals ten months of service. Each application can stand on its own, while bundle pricing connects the larger operating system.
ForgeOne CRM
Roofing, restoration, trades
$179/mo$1,790 billed annually
ForgeOne Ops
Calls, booking, dispatch
$149/mo$1,490 billed annually
PDR One
Storm chase, dealer, fleet
$99/mo$990 billed annually
OneLedger
Business and personal books
$79/mo$790 billed annually
CONTRACTOR SUITE$329/mo
CRM + Ops + OneLedger
$3,290 billed annually · saves $78/mo versus buying separately
COMPLETE SUITE$399/mo
All four applications
$3,990 billed annually · saves $107/mo versus buying separately
SEATS AND ADD-ONS
Scale the workspace with the people who actually need access.
Additional Admin$59/mo
Manager$39/mo
Sales / Field$29/mo
ForgeOne Text$49/mo
Carrier registration$49 one-time
Select Configure monthly or Configure annual on a plan above to choose available CRM seats, review the full recurring total, and enter a promo code before secure checkout. ForgeOne Text is $49 per month per company. Carrier registration is a separate $49 one-time setup fee.
THE FORGED SYSTEM
Start with one app. Grow into the whole system.
Choose the application built for your work today, then connect the rest of the ForgeOne system as your operation grows.