FORGEONE INTEGRATION GUIDES

Connect the tools your company already uses.

Choose a platform for a clean walkthrough from connection through the first real workflow. No technical setup language. No hunting through documentation.

Connections use each company's own authorized account. Availability follows the current partner launch stage.

ForgeOne™ CRM on the go.

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Available now

Apple App StoreComing very soon

Materials & orderingABC SupplyAvailable

Property measurementsEagleViewAvailable

3D property captureHOVERLimited pilot

Materials & orderingQXOLimited pilot

Customer financingAcorn FinanceAvailable

Available · Materials & ordering

Connect ABC Supply to ForgeOne

Connect your company account, choose the Ship-To account and branch you use, then build and follow material orders from the ForgeOne job.

Open ForgeOne

Before you connect

An active ABC Supply customer accountCompany Admin access in ForgeOne

Open Integrations

In ForgeOne CRM, go to Settings → Integrations and find ABC Supply.

Connect your account

Select Connect ABC Supply, sign in with your authorized ABC Supply account, and approve the connection.

Choose your ordering defaults

Select the Ship-To account and ABC branch your company normally uses, then save the selection.

Build the first order

Open Production → Material Orders from the job, choose ABC Supply, review products and account pricing, then confirm the order only when you are ready to purchase.

AFTER YOU'RE CONNECTED

Order confirmation, supplier status, delivery information, and supported invoice updates stay tied to the ForgeOne material order and job record.

Available · Property measurements

Connect EagleView to ForgeOne

Authorize your company once, then order supported measurement products from a ForgeOne job and keep the returned report with that job.

Open ForgeOne

Before you connect

An EagleView account with access to supported productsCompany Admin access in ForgeOne

Open Integrations

In ForgeOne CRM, go to Settings → Integrations and find EagleView.

Connect EagleView

Select Connect EagleView, sign in, and approve ForgeOne for your company.

Return to the job

Open the job that needs measurements and choose Measurements.

Review before ordering

Choose the supported report, review the current price, and confirm the purchase. Completed files and measurements return to the originating job.

AFTER YOU'RE CONNECTED

Returned measurements can support estimating, material planning, production records, and job documentation without creating a second property record.

Limited pilot · 3D property capture

Connect HOVER to ForgeOne

Pilot companies can start a HOVER capture from an existing ForgeOne job and return the completed measurement package to the same customer and property record.

Open ForgeOne

Before you connect

A HOVER account included in the current ForgeOne pilotCompany Admin access in ForgeOne

Open the HOVER connection

In ForgeOne CRM, go to Settings → Integrations and open HOVER when the connection is enabled for your company.

Connect your HOVER account

Select Connect HOVER, sign in, and approve the requested access.

Choose the capture defaults

Select the team member who should own new captures and the default measurement option for your company.

Start from the job

Open Job → Measurements → HOVER, choose who will complete the capture, and send the request. Completed measurements and enabled files return to the job.

AFTER YOU'RE CONNECTED

The customer, property, capture status, measurements, and deliverables remain connected to one ForgeOne job instead of being re-entered in separate systems.

Limited pilot · Materials & ordering

Connect QXO to ForgeOne

Approved pilot companies can connect their QXO account and validate the supplier workflow from product search through order status and final job cost.

Open ForgeOne

Before you connect

A QXO account included in the current ForgeOne pilotCompany Admin access in ForgeOne

Open Integrations

In ForgeOne CRM, go to Settings → Integrations and open QXO when the connection is enabled for your company.

Connect your QXO account

Select Connect QXO, sign in with the approved QXO account, and return to ForgeOne when authorization is complete.

Build from the job

Open Production → Material Orders, select the QXO job account, find the products you need, and review pricing and delivery details.

Confirm the order

Submit only after the final order review. ForgeOne keeps the supplier order number, status, and supported final charges with the job.

AFTER YOU'RE CONNECTED

Pilot access remains controlled until the customer launch is approved. ForgeOne will not present a test connection as live purchasing access.

Available · Customer financing

Connect Acorn Finance to ForgeOne

Connect the contractor company to Acorn and place its customer financing option where the customer is already reviewing the work.

Open ForgeOne

Before you connect

Company Admin access in ForgeOneThe company financing link provided through Acorn

Open Integrations

In ForgeOne CRM, go to Settings → Integrations and find Acorn Finance.

Register the company

Use the registration action to complete the contractor-company setup with Acorn.

Save the customer financing link

Enter the company financing link and choose the customer-facing button text.

Choose where it appears

Turn financing on for the supported estimates, invoices, and customer portal experiences your company wants to use.

AFTER YOU'RE CONNECTED

Customers can reach the contractor's financing option from the documents and portal they are already using, while financing decisions remain with the financing provider.