Features
A complete operating system for integration companies
Each module connects back to company, location, client, project, and activity history.
CRM
Track leads, clients, properties, contacts, notes, and history in one company memory.
Proposals
Build clean room-by-room proposals with payments, change orders, and client approval.
Projects
Coordinate rooms, scope, tasks, schedule, documents, photos, and handoff.
Service
Keep service tickets, technician notes, photos, parts, and sign-offs connected.
Inventory
Know what is in stock, ordered, reserved, delayed, received, or missing.
Shipments
Track carrier links, labels, packing slips, receiving photos, and exceptions.
RackForge
Design rack elevations with rack units, equipment images, notes, and PDF export.
Fleet
Manage vehicles, assets, assignments, incidents, inspections, and location transfers.
Reports
See revenue, profitability, utilization, projects, proposals, service, and operations.
Forge AI
Generate scopes, room descriptions, client emails, service reports, and notes.
Vault
Store blueprints, documents, photos, forms, exports, and client files securely.
Security
Company, role, location, and row-level permission patterns built for SaaS.
Proposal #291
1902 AV and Automation Proposal
Proposal total
$31,813.83
85 inch display
IP-controlled surge
Mount and configure
RackForge
Front elevation with rack unit snapping
Run the business from one command center.
Start with the tools your team needs today and grow into multi-location operations, advanced reporting, RackForge, and Forge AI.