ForgePt Live

ForgePt is the all-in-one field service and sales management platform built for integrators, contractors, and service companies. PROPOSALS & ESTIMATES Build professional proposals with a full bill of materials, labor, markup, and tax. Generate scopes of work with AI, send for e-signature, and track everything through a pipeline board. INVOICING & PAYMENTS Create invoices from any proposal in seconds. Accept payments via Stripe or QuickBooks Online. Track paid, partial, and overdue invoices in one place. SERVICE TICKETS Manage your help desk with priority-based ticketing, technician assignments, and a visual dispatch board. Clients can even submit tickets by email. JOBS & FIELD WORK Assign field jobs to technicians with checklists and progress tracking. Technicians see only their own assignments. CRM & TASKS Store clients, contacts, and follow-up tasks with due dates and daily reminders. Full calendar view included. PURCHASE ORDERS Generate POs from proposal line items grouped by vendor. Track delivery status from sent to received. AI-POWERED Let AI draft your scope of work, analyze drawings, build a BOM from specs, and answer questions about your pipeline — all inside the app. Built for the field. Runs on iPhone, Android, and the web.