Built for tradespeople & hands-on professionals

CRM for Trades.From quote to payment.

QuotesForge connects your leads, customers and jobs. Create editable AI-assisted estimates, send branded quotes, automate follow-up and turn accepted quotes into invoices. Review every AI draft before sending.

  • No card required
  • Demo data in one click
  • Works on your phone

Quote Q-2026-4821

Accepted

Workshop repair & equipment installation

Marcus Whitfield · Dublin, OH

Preparation & disposal$2,461.00
Materials & parts$4,144.00
Hardware & supplies$1,084.00
Crew labor$3,800.00
Total$12,385.40
Follow-up sequence paused, quote accepted after 2 reminders

Everything between the knock and the deposit

One workspace for the whole revenue cycle, designed around how contractors actually work.

Lead capture & pipeline

Log every call, door knock and referral, then drag deals through a pipeline built around your work.

Quotes that win jobs

Itemized estimates with tax, discounts and terms, sent as a clean page the customer can accept in one tap.

Follow-up automation

Build multi-step sequences with merge fields so no quote goes cold while you're on a job.

Invoices & payments

Convert an accepted quote into an invoice, track partial payments and see exactly what's outstanding.

Review requests

Queue review asks after a job wraps and keep your Google profile growing.

Numbers that matter

Pipeline value, close rate, average job size and revenue trends on one dashboard.

Three steps, no paperwork

1

Capture the lead

Add the customer in seconds from your phone at the curb.

2

Send the quote

Pick a template, adjust line items, send a link they can accept.

3

Get paid

Turn the accepted quote into an invoice and record the payment.

Simple pricing

Start free while you set things up. Billing is not enabled yet, so every plan is fully usable in this workspace.

Starter

For solo contractors getting organized.

$49/mo

  • Up to 50 leads / month
  • Unlimited quotes & invoices
  • Customer-facing quote pages
  • Basic pipeline
Get started
Most popular

Pro

For growing crews closing more jobs.

$99/mo

  • Unlimited leads
  • Follow-up automation
  • Review requests
  • Quote templates
  • Payments via Stripe
Get started

Business

For multi-crew operations.

$199/mo

  • Everything in Pro
  • Multiple users
  • Advanced reporting
  • Priority support
Get started

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