Lead to estimate to contract to crew to invoice to paid. TradeForge is the complete CRM your shop runs on, and it replaces about $500 to $1,200 a month of separate subscriptions you're probably paying right now.
A lead moves left to right until it's signed. The moment it is, it becomes a job on the next board and stops cluttering this one.
Same jobs, different question. Lead flow asks "will they buy?" Job flow asks "where is it, and have we been paid?"
They can see status, photos and the invoice without calling you.
Built off your own pricing and past jobs. Signed on the spot, invoice created the second they sign.
Squares came straight off the measurement report and populated the quantities. Your saved pricing filled the rest, so the same roof prices the same way every time.
Saved as a template the first time you built one. Next kitchen starts from this instead of a blank page, and you adjust the three lines that changed.
Fifteen small items off a buyer's remedy sheet, priced and sent the same afternoon you walked it. The ones your crew hates writing up.
Every daily moisture reading is logged and timestamped, so when the adjuster asks why the equipment ran four days you have the documentation instead of an argument.
The margin column is the one that matters. 55 Cherry Ln is at 19% and overdue, and you'd know that today instead of at year end when your accountant finds it.
The CRM above is the product. This part is an add-on, and you don't need it to get value out of TradeForge. But it's the one thing in this category you can test before you pay a cent, so go ahead: call it, ask it something awkward, try to trip it up. If it can't handle you, it can't handle your customers.
This is the real thing, not a recording. It's the same receptionist that would answer your phone tomorrow morning.
(740) 200-8228 tap to call · 24/7 · it will actually book you in"Hi, my furnace is making a noise and there's no heat upstairs."
"That's not fun in this weather. What's the address, and how long has it been out?"
"412 Oak. Since last night."
"Got it. I can get someone out first thing tomorrow or Thursday afternoon. Which works?"
Jordan · Founder · Delaware, OhioI've built four companies to seven figures. Three of the four were either on a roof or running as a GC, and I still own both of those today.
Every CRM we tried was built by somebody who's never done this shit for a living, so we built the system we actually needed. Then we used it. Once we saw how much better it made us, and what we'd actually built, we knew it wasn't JUST for us anymore. This could help a lot of shops save money, get more efficient, and make more money at the same time. So we launched it.
No startup deserves to get hit with $500 in subscriptions just to run their company. And no company who's made it deserves to get financially gutted by desk jockeys just because they're doing well. It's bullshit, and it stops now... that's our promise to you, because we live it every single day too.
Most crews are paying for four or five of these separately and still doing half of it in a group text. Every card shows what it takes off your plate, and exactly which plan it needs, because we would rather you knew now than found out after you signed up.
A personalized reply written and waiting inside 60 seconds, day or night, ready to send in one tap. The lead that called at 8pm is booked before your competitor opens.
Every quote chased on a schedule until it's signed or it's an honest no. Most quotes die from silence, not from price.
The request goes out while the job is still fresh and the customer still loves you. That's when five stars happen.
Social posts, blog drafts and email blasts written in your voice, about the jobs you actually did this week.
Drag and drop. Every job, every stage, one screen. You can see what's stuck without asking anybody.
Your saved line-item catalog and your markups, so roofing prices itself the same way every time. Talk the scope into your phone, or let it read a PDF and turn it into line items. Standard, supplement or change-order.
Branded templates, signed on the spot, invoice created the second they sign. Nothing waits for the office.
Walk the job, talk into your phone, get a punch list written for you before you're back in the truck.
One shareable link. They see status, photos and invoices without ringing you on a Saturday.
Trigger and action chains that fire whether or not anybody in the office thought about it.
Real margin per job and real cost to complete. You find out you're losing money while you can still stop.
Assign jobs, see who's where, know what got finished without four phone calls at 6am. Crew get a tokenized link, so they upload photos and mark work complete with no login to forget.
Paste your website URL and it pulls your colors, logo and tagline automatically. Then every estimate, invoice, proposal and review request goes out looking like you, not like software. Spanish switch included.
Type straight onto the blank lines of any uploaded PDF and freeze it to the contract. The thing everyone still prints, signs and scans back in.
Stripe Connect on the invoice itself. Deposit, progress and final payment presets, and the customer pays from their own portal.
It writes the supplement letter. The money most restoration crews leave behind because nobody had a spare afternoon.
Upload the claim photos, get a report you can hand the adjuster. Evidence instead of opinion.
Every hail and wind event in your service area, mapped, before you knock a single door.
EagleView reports parsed straight into a price preview. No retyping numbers off a PDF.
Every feature above is in the trial, including the AI. Fourteen days, no card, and you're running your first real job on it inside ten minutes.
Three full walkthroughs, start to finish, on real work. Then every individual feature as its own short clip, so you can go straight to the one you actually care about.
First call to signed contract in under 15 minutes.
See the general contractors buildEvery other platform in this category is locked into whatever they shipped in 2019. You file a request, it goes into a portal, and you never hear about it again. We're small enough that a good idea from a guy running six trucks actually gets read and can get built, and honest enough to tell you when it won't be.
An email. A workflow you wish existed, a field that should be on the estimate, a report nobody else builds. However you'd say it out loud is fine.
Not a ticket queue. If it's obviously right, it gets built and you'll see it ship. That happens more than you'd think.
We poll the whole customer base. Enough shops want it, it goes on the build list. Your idea gets decided by the people who'd use it, not by a product manager.
Including no. If it only helps one shop, or it's really a request for free work dressed up as a feature, we'll say that straight instead of leaving you waiting.
We'd rather tell you no in a sentence than let you wait a year finding out. That's the whole difference between a company you can reach and a company you can't.
The core platform is the same job in every trade: answer the lead, quote it, run it, get paid. Only the insurance-heavy trades pay for the claims and storm tools, because only they need them.
None of this is a feature list. It's a list of separate subscriptions most crews are already carrying, and every one of them is inside TradeForge for no extra money.
Notice how many of these you can't price without a phone call. That's
the part of this industry we're not doing. Every number we charge is printed above, the same
for every shop your size, whether you negotiate or not.
Competitor pricing from published 2026 plans
(Buildertrend,
CompanyCam);
other categories are typical market ranges. We use the low end of every range in the
total, because the argument works without exaggerating it.
The subscriptions above are the money going out. This is the money that never arrives, because nobody picked up. Move the sliders to your numbers.
TradeForge is $129 a month. That number above is what one missed month costs you.
Keep the difference. 14 days free, no card, and you'll know inside a week whether it's doing what this page says.
No demo to sit through, no "account manager," no finding out your number on a call after they've worked out what your shop is worth. Build your own total below, sign up, and be running in ten minutes. Every plan includes the pipeline, estimates, contracts and the client portal, so you're never paying extra to use the parts that make you money.
Every plan includes the pipeline, estimates, contracts, client portal, payments, crew management and branding. Pick on seats and AI, nothing else. Annual saves 20%.
Not doing insurance work? Leave them off and never pay a cent toward them. They're not baked into any plan.
Build your exact totalWe're going to be straight with you. We're early, and we'd rather tell you that than pretend otherwise. Here's what we've put together, and we're adding to it every month. At some point the price has to reflect that. When it moves, it moves for new shops only.
Anyone already in keeps their price. For life. Not for a year, not until a contract renews, not until somebody decides the base can absorb a bump. You lock the number you signed up at and everything we build after still lands on your plan.
Here's why we can promise that and mean it. TradeForge has taken zero outside funding. No investors, no board, nobody sitting in a quarterly meeting deciding your bill needs to go up 40% to hit a number. The only people we answer to are the shops paying us, which is exactly how we want it.
And when it does rise, it rises modestly. We're tradesmen. We know what it feels like to open a renewal notice with a number on it nobody warned you about, and we're not going to be the ones doing that to you.
We ran Houzz for two years. Honestly, it was okay. It had plenty in it, more features than a lot of shops would ever need. It was also overwhelming, the takeoff portion didn't work well for us, and the measurement tool was awful. As a CRM it was just fine.
Year one was around $3,600. Year two was $9,000. I couldn't justify paying it, so we left.
And the number was never on a website anywhere. You booked a demo, you got handed an "account manager," and that's where you found out what you'd be paying. Talk to another shop your size and they had a different number. That's still how most of this industry sells.
That's not a knock on them, and plenty of shops are happy there. It's just why every price we charge is printed on this page, why you can add up your own number in the tool above without talking to anybody, and why the price you sign up at is the price you keep. Nobody here is going to work out what you're worth and quote you accordingly.
Jordan · founderNot doing insurance work? Leave both off and never pay a cent toward them. They're not baked into any plan.
Both are full workflows, not just a phone line and a text box. They qualify the lead, answer what's asked, chase the quote and book the job. The bundle is $19 less than buying the two separately.
Extra business numbers $10/mo. Need it built around your shop instead? TradeForge AI is custom scoped on a call, 2-person shop or 200-person shop.
Nothing below is baked into a plan, and nothing below is required. Most platforms bundle everything into everybody's bill so an electrician quietly subsidises a restoration company's supplement engine. We split them, so you pay for what you'd actually open.
These attach to a plan. They aren't sold on their own, and they're priced that way on purpose. A standalone answering service runs $150 to $300 a month and hands you a message. Ours is $99 because it's already inside your system: it books the job onto your calendar, drops the lead into your pipeline, and the follow-up fires without anybody re-typing a thing. Bolted onto nothing, it wouldn't be worth building.
These are full workflows, not a phone line and a text box. They qualify the lead, answer what's asked, chase the quote and put the job on your calendar.
This isn't voicemail. It picks up, works out what the job is, answers what they ask, and books it straight onto your calendar. Nights, weekends, and while you're under somebody's sink.
Any trade with a phone · 300 minutes included, then 30¢/min from prepaid creditsThis isn't a text blast. Switch it on and every missed call gets a real back-and-forth in seconds. It asks what they need, answers the obvious questions, keeps chasing the quote, and books the job onto your calendar. Web leads land with the reply already written for you to send.
Any trade · 500 segments included, then 5¢ each from prepaid creditsVoice and text together. Both channels covered, and it's $19 cheaper than buying the two separately.
Best value if you want bothNot doing insurance work? Then don't pay for it. These two aren't in any plan. If you're an electrician or a remodeler you'll never see them and you'll never be charged a cent toward them.
Claims, supplements written for you, and AI damage photo analysis. Flat price on every tier.
Roofing, restoration, mitigationNOAA hail and wind lookup plus roof measurements parsed automatically.
Storm trades · drops to $19 / $14 / $9 with Insurance, and free on CrewEverything above is software you run yourself. This is different. We come in as an AI agency, find where your business is actually losing money and hours, and build the automations for that. Not a template. Your bottlenecks, your workflows, your systems.
It includes the full Crew package, then a custom automation layer built on top of it. One system, one bill, nothing to stitch together.
Say so on the call. If you're set on what you've got but you still need the business brought up to speed for what's coming, we can work with that too. We'd rather help than send you away.
Most of this category will not let you test the AI before you pay, because theirs can't take the call. Ours can. Dial (740) 200-8228, try to break it, then decide.