Quote, schedule, and invoice
all in one place

ForgeDesk is operations software for small service businesses. Quote, schedule, invoice, and run the day-to-day in one place for one flat monthly price.

Start free for 14 days

No credit card. Set up in 3 minutes.

Solutions

Solve your team’s
biggest operational headaches

Per-user pricing punishes small teams

Add an apprentice, coordinator, or office admin and other platforms keep climbing. ForgeDesk stays flat.

Enterprise tools solve the wrong problems

Most service platforms are built for larger operations teams, not owner-led businesses trying to run client work cleanly.

Feature gates turn the basics into upsells

ForgeDesk gives every account every core feature from day one instead of hiding workflow pieces behind plan jumps.

ForgeDesk dashboard in light mode
Features

Keep everything in one place

Forget stitching together three subscriptions and a stack of spreadsheets.

$6,400
AcceptedSentDraft

Quotes that close themselves

Build detailed line-item quotes, brand them with your logo, and send polished PDFs straight from ForgeDesk. Track exactly where every estimate stands.

Smith reno  
Rails install
Deck prep   
Inspection  

Jobs, teams, and the schedule

Turn an accepted quote into a scheduled job in one click. Assign the right people, confirm materials, and keep every job moving from a single board.

Outstanding

$12,400

3 reminders sent

Paid (MTD)

$24,200

+8% vs last mo.

Invoices the day the work ends

Close the job and the invoice is already drafted. Automated reminders chase overdue payments for you while your team is on the next appointment.

📋
🧾
📅
📦
👥
🧑‍🤝‍🧑
✍️
💰

Customizable workspaces

Hide what you don't use. Keep what you do. ForgeDesk bends to the way your service business actually runs, whether you manage repairs, installs, maintenance, or custom project work.

…and every workflow your business actually runs:

📋

Quotes

🧾

Invoices & Purchase Orders

📅

Jobs

📦

Inventory

👥

Customers

🧑‍🤝‍🧑

Employees

✍️

PDF Signer

📝

Notes

💰

Money

Workflow

Every step of the job, connected

Nothing falls through the cracks because someone forgot to update the other app.

01Step 1

A customer reaches out

Log the request, pull up their history, and start the quote without switching tools.

02Step 2

Send the quote

Add line items, measurements, and branding, then send a polished PDF directly from ForgeDesk.

03Step 3

Customer approves

One click turns the approved quote into a job so the office is not retyping the same work twice.

04Step 4

Job gets scheduled

Assign the right people, confirm materials, and catch shortages before anyone heads out.

05Step 5

Job closes

Mark it complete and get the invoice out the same day instead of waiting for paperwork to catch up.

06Step 6

Payment gets tracked

See what is outstanding, what has been collected, and where cash stands without another spreadsheet.

Built for small service teams

One login for the whole
operation

Open ForgeDesk on your phone from the driveway, your tablet in the truck, or your laptop at the kitchen table. It all syncs.

01

One login for the whole operation

Quotes, scheduling, inventory, invoicing, and customer history all live in one place.

02

Works on any device

Open ForgeDesk on your phone between appointments, your tablet on the road, or your laptop at the kitchen table.

03

Set up in 3 minutes

No onboarding call, no implementation consultant, and no training session to get going.

04

One flat price for your whole team

Unlimited users. Every feature. Your bill stays the same as your team grows.

Testimonials

Teams just like yours
are already using ForgeDesk

ForgeDesk replaced three subscriptions and a pile of spreadsheets. I quote from the driveway now.

M

Marco R.

Owner, Vancouver railings

One flat price for the whole team. I stopped doing seat math every time I hired someone.

S

Sarah M.

Service lead, Burnaby

The PDF signer alone is worth it. No more printing quotes just to get a signature.

D

Dave K.

General contractor, Surrey

Finally a service ops tool that was built for a four-person team and not a 400-person operation.

J

Jenna T.

Owner, Victoria

I love how simple it is. Everything connects, nothing gets dropped, and the bill never changes.

A

Alex L.

Landscaper, Coquitlam

Our story

Built in trades. Now for small service businesses.

My dad runs an aluminum railing and patio cover business in Vancouver. For years, he quoted jobs in Adobe, invoiced with a cracked copy of QuickBooks, and printed documents just to get signatures.

That stack technically worked, but it made simple things harder than they needed to be. Quotes lived in one place, schedules in another, invoices somewhere else, and the office was always piecing the day back together.

I looked for something better and found platforms that were either too bloated, too expensive, or clearly built for bigger operations. Most wanted enterprise money for a four-person team.

So I built ForgeDesk: quotes, jobs, scheduling, invoices, inventory, and digital signatures in one clean app for one flat monthly price. He uses it every day, and that real-world workflow still shapes the product.

The same operational gap shows up outside trades too. Cleaning companies, repair teams, maintenance crews, and other small service businesses all need simpler software that helps them move faster without layering on more admin.

Arvin, Founder · Vancouver, BC

01

Built from real field workflow

ForgeDesk is shaped by the pace of actual quotes, installs, scheduling changes, signatures, and invoices, not by abstract software planning.

02

Priced for small teams

The product is intentionally flat-priced because adding a coordinator, admin, or extra technician should not trigger a software tax.

03

Focused on operational clarity

Every feature is there to reduce handoffs, retyping, and missed follow-ups so the business can move faster with less friction.

Start free

Your business does not need more software. It needs the right software.

Quotes, jobs, scheduling, invoices, inventory, and digital signatures. One app. One price.

Start free for 14 days

No credit card. No per-user fees. Cancel anytime.