# BizForge

> BizForge is the CRM, quoting, scheduling, invoicing, phone and AI app for residential project trades with 1 to 15 people: painters, fence and deck builders, remodelers and handymen. The operating system for home-service pros.

Status: BizForge is launching soon and isn't open for sign-up yet. Businesses can join the waitlist at https://bizforgeos.com/waitlist for early access and Founding 100 pricing.

## Who it is for

- Painters: Square feet for walls and ceilings, linear feet for trim, cabinet doors by the each.
- Fence and deck builders: Draw the fence line, drop gate and post markers, and offer stain as an add-on.
- Remodelers: Bigger jobs, multi-day schedules, deposits and good/better/best options.
- Handymen: Lots of small jobs: fast quotes, a full calendar and quick invoices.
- Gutters and roofing: Measure runs and areas on the sketch and send the quote before you leave the driveway.
- Flooring and concrete: Square footage from the drawing, materials from your price book.

## Features

### Customers and pipeline: Every lead, quote, job and invoice on one board

The Work board shows each piece of work once, in the stage it has reached: Lead, Qualified, Quoted, Scheduled, In progress, Invoiced, Paid. The totals on top show what is in the pipeline, in production and still owed.

- Contacts, companies and properties: Customers, contractors and your own team, with every address, tag, photo, document and the full history in one place.
- A 7-stage pipeline: An opportunity becomes a quote, a job, then an invoice. The card moves on its own; nobody re-types anything.
- Your services, your way: Painting, fences, decks, remodeling or whatever you sell. Name your service types and filter everything by them.

### Quotes: Sketch it, measure it, quote it

Draw the fence line, the deck or the walls on graph paper at the job site. Each measurement sets the quantity of a priced line, so the quote matches the drawing, and the customer approves and signs it online.

- Sketch and measure: Lines in linear feet, areas in square feet, and counted markers for posts, gates and fixtures. Works with touch, pen and mouse.
- Price book with starter prices: Starter prices for each trade that you edit once, then reuse on every quote.
- Templates and options: Quote templates for the jobs you do every week, good/better/best options and optional add-ons the customer can pick.
- Online approval and e-signature: The customer reviews the quote, picks options and signs online. The job is ready to schedule the moment they do.
- Sales tax your way: Off by default. Turn it on, set your rate, and mark which lines are taxable.

### Jobs and scheduling: Crews know where to be

An approved quote becomes a job. Assign the crew, dispatch from the calendar, and let customers book a visit on your own booking page.

- Jobs, crews and dispatch: Jobs come straight from approved quotes. Assign crew members, see the week by person and move work around on the calendar.
- Online booking page: Your services, your team’s availability and automatic reminders, on a booking page you share on your website and in texts.
- Google Calendar sync: Jobs and appointments sync both ways with Google Calendar.

### Invoices and payments: Get paid in days, not weeks

Turn a finished job into an invoice in one step. Invoices, deposits and reminders carry a Pay now button for card and bank (ACH) payments, and payments mark the invoice paid on their own.

- Deposits and Pay now: Ask for a deposit up front and take card or ACH payments from the invoice email, text or PDF.
- Branded paperwork: Your logo and details on quotes, invoices, receipts, emails and booking pages.
- Nothing slips: Overdue invoices are flagged on Home, with a one-tap reminder or an automatic follow-up.

### Phone, texting and inbox: Your business line, built in

A business phone number with calling and texting, in the same place as your quotes and jobs. Every call, text and email with a customer lands in one shared inbox.

- Business number and softphone: Call from your computer or phone on your business number, with ring groups and business hours.
- Two-way texting and a shared inbox: Texts and emails with each customer in one thread the whole office can see. Gmail syncs in.
- Missed-call text-back: Miss a call and the customer gets a text right away, so the lead doesn’t call the next contractor.
- AI receptionist: Answers calls, books jobs into open times, takes messages and saves each call as a new lead.

### BizForge AI: An AI that does the busywork

Every plan includes BizForge AI credits for the AI receptionist, an AI assistant that takes actions in the app, and AI drafting.

- AI assistant: Ask it to follow up on open quotes, schedule a job or find who owes you money, and it does the work in the app.
- AI drafting: Drafts quotes, messages and follow-ups in your voice for you to check and send.
- Credits you control: Credits are included in every plan, with packs and an opt-in auto top-up that has a spending cap.
- Bring your own AI assistant: Connect your own AI assistant through MCP or the API. (Build and Foundry)

### Marketing: Fill the calendar from customers you already have

Put a lead form on your website, send a seasonal campaign to past customers, and ask for a review once the job is paid.

- Lead forms: A form for your website. Every submission becomes a contact and a new lead on the board.
- Email and text campaigns: Pick an audience by service, stage or tag, preview it, send yourself a test, then send or schedule it. (Build and Foundry)
- Review requests: Send your review link by text or email after the job. (Build and Foundry)

### Automations: Follow-ups that run on their own

Start from a template, check the wording and switch it on. Automations send texts and emails, create tasks and tag contacts when something happens.

- Starter workflows: New lead follow-up, quote follow-up, job reminder, review request and overdue invoice reminder.
- Real triggers: New lead, form submitted, stage change, quote approved or unanswered, job coming up or completed, invoice paid or overdue. 5 active automations on Spark, unlimited on the other plans.
- Safe to try: Automations start switched off, with a preview and a history of every run.

### Reports: Know your numbers

Revenue, pipeline, jobs and money owed, for any period, with the records behind every figure and a CSV export on every report.

- Revenue and aging: Collected versus invoiced by month and service, and what is owed by age.
- Funnel: How leads move from first call to quoted to won.
- CSV export: Download any report for your accountant.

### Crew app: Built for the phone in the truck

The crew app shows today’s jobs. Crews start and finish work, add notes and photos, and call or text the customer, and it keeps working when the signal drops.

- Free crew seats: Crew members never see money, and their seats are free.
- Push notifications: New leads, texts and calls reach the right phone straight away.
- Custom roles and permissions: Decide exactly who sees and does what. (Build and Foundry)

### Connect and switch: Switch without starting over

BizForge connects to the tools you already use, and we move your data for you.

- Import from CSV, Jobber or Housecall Pro: Bring over customers, quotes, jobs and invoices.
- White-glove migration and setup: We move your data and set up your services, prices and booking page with you.
- QuickBooks Online sync: Invoices, payments and customers sync to QuickBooks Online. (Build and Foundry)
- Your own domain: Run the app and your booking pages on your own domain, and send email from your business address. (Foundry)

## Pricing (USD, launch pricing, subject to change)

- Spark: $79/month, or $66/month billed yearly. Everything a one-truck business needs to quote, book, text and get paid. Includes 100 AI credits a month.
- Build: $199/month, or $166/month billed yearly. Run the office and every crew from one place, with phones included. Includes 500 AI credits a month.
- Foundry: $399/month, or $349/month billed yearly. Multi-crew operations with an AI front desk and an assistant that runs the busywork. Includes 1,500 AI credits a month.
- Free trial: 14 days at launch, no card needed. No contract: none; cancel anytime.
- Crew seats are free; extra office users are $29/month.
- Founding 100: Founding 100: 40% off Build and Foundry, AI included.
- Full details: https://bizforgeos.com/pricing

## FAQ

- Q: What kinds of businesses is BizForge for?
  A: Residential project trades with 1 to 15 people: painters, fence and deck builders, remodelers and handymen, plus gutter, roofing, flooring and concrete crews. Your service types and price book are yours to name and price, so nothing is locked to one trade.
- Q: When can I start using BizForge?
  A: BizForge is launching soon. Join the waitlist for early access and Founding 100 pricing, and we'll email you when your account is ready.
- Q: Are calling, texting and the AI receptionist included?
  A: Yes. Every plan includes a business phone number, calling, two-way texting and BizForge AI credits for the AI receptionist. Spark includes 200 call minutes, 300 texts and 100 AI credits a month; the other plans include more.
- Q: Do my crews need to download an app?
  A: No app store needed. The crew app runs in any phone browser and installs to the home screen, with push notifications for new jobs, leads, texts and calls. Crew seats are free.
- Q: Can customers approve quotes online?
  A: Yes. Customers review the quote, choose any options and e-sign online, and the job is ready to schedule as soon as they do.
- Q: Can I bring my data from Jobber or Housecall Pro?
  A: Yes. Import customers, quotes, jobs and invoices from a CSV file, Jobber or Housecall Pro, or let us do it: white-glove migration comes with done-with-you setup.
- Q: Do I have to charge sales tax?
  A: Sales tax is off by default. Turn it on, set your rate, and mark which lines are taxable, so you can tax materials only.
- Q: Who can see what?
  A: Built-in roles keep money away from crews, and Build and Foundry add custom roles, so you decide exactly who sees and does what.
- Q: Is my data safe?
  A: Every business’s data is kept separate, access is controlled by role, and everything is backed up automatically.

## Pages

- [Home](https://bizforgeos.com/)
- [Features](https://bizforgeos.com/features)
- [Pricing](https://bizforgeos.com/pricing)
- [Join the waitlist](https://bizforgeos.com/waitlist)