Field-service operations platform
Photos in.
Estimate out.
Walk the property and mark up the photos while you're there. Price it when you're ready — in the truck, in your own words, out of earshot. The drafter agent turns that into a branded estimate in about 30 seconds, so it reaches the customer before you've left the driveway and comes back confirmed with the job already on your board.
Counted in production · concrete-leveling pilot · Apr–Jul 2026
Visit to signed estimate,
in the time it takes to walk back.
- 01
Photograph the work
Open the capture app during the walkthrough. Photograph each work area and mark it up with trade-specific strokes — fill, caulk, seal. That is all that has to happen while the customer is standing next to you. No forms, no dropdowns, no template picker.
- 02
Price it out of earshot
Walk back to the truck and hold to dictate the work the way you’d say it to a crew — nobody quotes a number in front of the homeowner if they’d rather not. Prefer to type it? Skip the memo and price the draft yourself; the agent is optional, not load-bearing.
- 03
Review, approve, send
The draft lands in your inbox about 30 seconds later, every line editable — adjust a price, add an ad-hoc item from your preset catalog, drop a note. One tap approves and sends a customer landing page plus a matching PDF, from the cab or from the kitchen table that evening.
- 04
The customer confirms
Your customer gets a clean, mobile-first estimate page with a confirm button — no login, no app. The moment they accept, you’re notified and the job is on the board. Delivery failures surface instead of silently bouncing, and an estimate that goes quiet gets followed up without you remembering to.
One system of record.
Not five subscriptions.
Estimating is the front door — the rest of the operation lives here too. Replace the estimate builder, the lead spreadsheet, the calendar, the route planner, and the invoicing tool with one platform.
Estimates & confirm
AI-drafted from on-site capture, reviewed and sent by you. Customer landing page + PDF from a single source, signed links, one-tap confirm — and an automatic follow-up when an estimate goes quiet.
MODULE BLeads & intake
Every lead in one place: website form, forwarded emails parsed by an agent, Angi imported by browser extension, manual entry. Tag filters, map select, and no lead ever re-typed.
MODULE CJobs & scheduling
List, calendar, and map views of the confirmed work. Visit scheduling with durations, so the week is legible at a glance.
MODULE DSmart routing
Day routes ordered across stops to cut windshield time, shareable as a link your crew opens on the road — no account, no app.
MODULE EInvoicing & receipts
Draft invoices from estimates, edit line items, record how the payment actually arrived, send receipts. Discounts, tax, and ad-hoc items included.
MODULE FReports
Sales ledger and lead-funnel reporting from real production data — which sources produce, what closes, and what a won job actually costs you to get.
“Impressed almost beyond words.”
Customers remember the bid that arrived first.
Homeowners collecting three quotes don't wait for the slowest one. When your estimate lands while the competition is still driving back to the office, you're not just faster — you're the default. ForgeField turns speed-to-estimate from a heroic effort into how the business simply works.
Run the same walkthrough. Keep the evening.
We onboard a small number of pilot companies at a time — your templates, your pricing, your branding, set up with you. If the platform doesn’t pay for itself inside a month, walk away.