QUOTESFORGE / SKILLED TRADES

CRM for Trades for small crews

QuotesForge connects leads, customers, AI-assisted estimates, branded quotes, follow-up, scheduling and invoices for tradespeople and service professionals.

Can I use it outside the trades?

Yes. Leads, customer records, quotes, follow-up and invoices are useful across many businesses. We market to hands-on professionals, but your industry does not restrict who can use QuotesForge.

What is a CRM for trades?

A CRM for trades organizes customer relationships and the work around them: incoming leads, estimates, quote decisions, job details and follow-up. QuotesForge brings those records into a contractor-focused workspace.

Who is QuotesForge for?

Independent workers, handyman businesses, plumbers, electricians, cleaners, landscapers, mechanics and other hands-on professionals who want a connected lead-to-invoice workflow. Larger operations should validate their dispatch, reporting and integration requirements before choosing.

How does AI estimating work?

Turbo Quote turns a written job scope into editable estimate line items and a draft sales pitch. Contractors review materials, labor, regional assumptions and prices before sending. AI estimates are not live supplier quotes or guaranteed measurements.

How do quotes become invoices?

Create a branded quote with itemized prices, terms and customer acceptance. Convert an accepted quote into an invoice, send a PDF and track payments. Activate online payments in settings; eligibility and processing fees apply.

What can you automate?

Follow-up sequences help keep open quotes moving. Customizable review emails and customer grouping support repeat relationships. Draft and manage customer campaigns in QuotesForge; sending needs activation with a verified sender and follows sending limits.

Why keep the work in QuotesForge?

Keep leads, customers, estimates, accepted quotes, schedules and invoices together. Your branding stays with the customer, and the job details carry forward instead of being entered again at every handoff.