Forge
Support
Quick answers.
Open Help & Support inside Forge.
Describe the page, task, browser, and assistive technology involved. A usable alternative will be provided while the issue is corrected.
Frequently asked questions
What is Forge?
Business Management for clients, jobs, quotes, invoices, receipts and team access.
What does Forge keep together?
Clients, jobs, quotes, invoices, payments, receipts and the team working on them.
If you came looking for a CRM
Forge is Business Management. Customer records are included; the product is organised around clients, work, money and records.
What is included?
One active business, three users and the core client, job, photo, quote, invoice and receipt tools.
Can I switch the business?
Yes. Replacing the business in the included business is not the same as adding a second active business.
Can I add another business?
Yes, when local expansion billing is active.
How many people can use it?
Three users are included. Add capacity when needed.
Can I cancel?
Yes. Manage the subscription through Billing.
What happens to archived items?
They remain recoverable for 15 days before becoming eligible for permanent deletion.
Can I create invoices and receipts?
Yes.
Does it work on mobile and desktop?
Yes.
How do I get help?
Use Help & Support in the app.