Senior Agent Tools mobile vs Forge

Lead Management and Map Routing for Insurance Agents

Forge turns a jobsite walkthrough into a finished estimate. Walk the job, talk through what you see, and Forge writes the scope of work and prices it out — before you're back in the truck. Estimating is the bottleneck between seeing a job and sending a bid, and the fastest credible bid usually wins. Forge collapses hours of after-hours estimating into minutes in the field. HOW IT WORKS 1. Record the walk. Open a job, hit record, and talk through the work as you move through the site. Photos and video come along for the ride. 2. Forge writes the scope. Your walkthrough becomes a structured, client-ready scope of work — organized by trade, with quantities and placement pulled from what you said and saw. 3. Get a priced estimate. Forge builds an itemized cost estimate from the scope. Review it, adjust line items, and lock it. 4. Send it before dinner. Share a client-facing estimate for signature from your phone — same day, not next weekend. BUILT FOR THE FIELD • Job walks, scopes, estimates, change orders, and client sign-off in one place • Tasks pushed straight from the approved scope to your crew • Team roles for owners, project managers, estimators, and subs • Materials tracking against the estimate • Works the way contractors actually talk — no forms-first data entry WHO IT'S FOR General contractors and remodelers, and the estimators, PMs, and subs who work with them. Residential-first. Questions? team@forge.equipment · Privacy: https://www.forge.equipment/legal