FORGE Help

How FORGE Works

FORGE helps contractors turn canvassing, QR codes, campaigns, homeowner requests, job info, reviews, and hiring into one organized system.

1

Create Your Company Profile

Add your company logo, phone, email, services, service areas, offers, and contacts. FORGE uses this info automatically across leads, PDFs, campaigns, homeowner pages, and emails.

2

Build a Campaign

Choose your goal, service, area, offer, and tone. FORGE generates one clean campaign message you can use for social posts, door hangers, texts, postcards, and Canvas.

3

Send Campaigns to Canvassers

Bosses can send campaigns to the Canvas team. Canvassers select the campaign when adding houses so the homeowner note and offer stay connected.

4

Canvassers Add Houses

Canvassers add property info, upload photos, choose door status, add notes, and save the house. FORGE creates a home code, QR code, homeowner page, AI summary, and follow-up message.

5

Homeowners Use Home Check

Homeowners scan the QR code, enter their private home code, see a clean property note and offer, then request a free inspection.

6

Leads Go to Customer Leads

Every homeowner request goes into Customer Leads with contact info, service needed, source, urgency, AI summary, next step, and email notification to the company.

7

Move Leads Through Job Flow

Turn leads into inspections, estimates, scheduled jobs, completed jobs, payment requests, paid jobs, and review requests.

8

Generate Clean PDFs

Create professional job summary PDFs that can be downloaded or sent to the office.

9

Request Reviews

After a job is complete, FORGE helps send Google review requests and follow-ups.

10

Hire Workers

FORGE Hire lets companies create job posts, application links, hiring QR codes, AI applicant screening, and interview booking.

Who Uses FORGE?

Bosses

Manage leads, campaigns, Canvas, jobs, PDFs, reviews, hiring, workers, and company settings.

Canvassers

Add houses, upload photos, attach campaigns, create home codes, and send leads to the boss.

Homeowners

Enter their private home code, view their note, and request an inspection.

Owner/Admin

Manages the overall FORGE platform and AI connection.