Get more from your project command center.

FORGE is a focused project command center for construction and property restoration teams. It connects project information, contacts, scope, bids, estimates, notes, follow-ups, schedules, documents, time, and client updates in one working view.

Confirm your company and contractor information, then create a project with its address, client, contacts, status, and scope. After that, add vendors, bid scopes, follow-ups, and scheduled work as needed.

Dashboard provides a portfolio-wide view of projects, statuses, overdue work, and follow-ups. Focus view is the working screen for one project, with its project details, actions, notes, bids, schedules, and next steps visible together.

Yes. FORGE adapts to phone-sized screens. Focus view is designed for active project work, while less frequently used administration tools remain available below the project list.

Open the project creation control and enter the project name, property address, client or company, status, project type, permit number, contacts, and description. Use a two-line address: street address on the first line, then city, state, and ZIP.

Use Not Started before work begins, Active for current work, On-Hold for paused work, and Complete when the job is finished. Archive is intended as the final step when a project is no longer part of the active workflow.

Contacts are maintained on the project and can include asset managers, property managers, owners, and other representatives. FORGE keeps their names, email addresses, and phone numbers available from the project context.

New phone fields accept numbers and format them as (xxx) xxx-xxxx. Existing legacy values may remain as entered until they are edited or normalized.

Store each vendor’s company name, contact name, email, phone, and notes. Vendor records are shared wherever that vendor is used, so updates stay consistent across projects.

Contractors can have markup settings, general conditions, overhead, profit, estimate logos, notes, and crew contacts. Crew members can be assigned to schedules and time entries.

Vendor contact information is shared by the vendor record. Saving a contact in a bid updates the vendor record, and the updated information is then available in Vendor Management and other bid solicitations.

Add or manage the bid scope, select a vendor, review the contact fields, and enter the request date. You can track proposal dates, follow-ups, notes, and documents inside the scope.

Yes. A proposal file is optional. Enter the amount and an optional note, then choose Submit Bid. This supports self-performed work or proposals that were provided outside FORGE.

Each uploaded or submitted proposal can be approved individually. Approved proposal amounts are included in the bid scope total, including multiple approved proposals or change orders. Award identifies the vendor selected for the contract.

Create a blank estimate or build one from bid scopes. Add line items with a title, description, quantity, unit cost, markup, and internal notes. Drafts display an estimate number when one has been assigned, and clicking away from an edited line item saves it.

Internal notes are FORGE-only reminders and pricing details. They are kept separate from the customer-facing item description and should not contain text intended for the client.

Use the project note area to record a decision, call, email, site observation, or internal reminder. Notes show the poster and timestamp so the project history remains accountable.

Pinning highlights a note so it appears before the latest note in Dashboard and Focus views. Use it for durable context that the team should see repeatedly.

Choose Reply beneath the note, enter the response, and save it. Replies remain directly below the note they reference and are visually indented as part of the same conversation.

The project follow-ups area includes both general project follow-ups and vendor follow-ups. You can manage them centrally while retaining the detailed follow-up controls on the vendor bid page.

Project schedule items belong to the project and are marked on the Master Schedule with an asterisk. They can only be deleted from the project schedule page. Regular crew items can be opened, edited, or deleted from the Master Schedule.

In Focus view, choose Start Time on the project. The live timer appears in the header so you can see when any project timer is running. Choose Stop Time when finished.

Yes. System Admin includes Time Management, where authorized users can add, edit, delete, and report on time entries by contractor, project, user, and date range.

Select a project first. FORGE then identifies the contractor assigned to that project and lists that contractor’s crew, including eligible system users.

Client Update reviews recent notes, follow-ups, bid and estimate activity, your same-day update, and available schedule or progress-report links. It creates a consistent, client-facing summary that can be copied into an email.

The update can still be generated from notes, follow-ups, and the same-day update. If there is no activity in the current week, FORGE can use the most significant recent update as a backup.

Attach documents to the project, bid scope, proposal, estimate, or other record where the team will expect to find them. After uploading, open the link to confirm it works.

The database entry still exists, but its stored file is unavailable. Delete the disconnected entry, re-upload the document, and verify the new link. Do not remove storage files manually unless they have been confirmed as orphaned.

Yes. Account owners can invite team members from System Admin. Their access is scoped to the account, with permissions determined by their role and account configuration.

The poster of a note or an administrator can delete it. Direct note deletions are recorded in the security log.

System Admin provides downloadable backup tools. Keep backup packages in a separate, secure location and periodically confirm that the backup process and downloaded files are usable.

Use the FORGE chat bubble to search the support Knowledge Base or contact the support team. When reporting a problem, include the project, page, action, result, and a screenshot if possible. Never send passwords.