What is contractor CRM software?
Contractor CRM software organizes the relationships and work surrounding customers: leads, properties, estimates, jobs, communication, invoices, and follow-up.
Contractor CRM software
One connected system for the customer, the job, and the work behind both.
Task Forge OS is contractor CRM and business-management software for trade companies that have outgrown paper, disconnected spreadsheets, and a stack of apps that do not share the same job record.
Product access requires an authorized Task Forge account and an applicable subscription.Keep the whole customer history together
Give the office and field one place to find the customer, property, job, estimate, messages, documents, invoice, and payment history. Task Forge keeps the record connected so your team spends less time reconstructing what happened.
Move from first call to final payment
Capture the opportunity, prepare the estimate, collect approval, schedule the work, document the job, invoice the customer, and follow the result without rebuilding the same information in separate systems.
- Customer and property records
- Leads, estimates, and approvals
- Scheduling, routes, and field updates
- Invoices, online payments, and financial visibility
Built for small and growing trade businesses
Task Forge is designed for owners and teams who need practical operations software without an enterprise implementation. Forge CRM includes the core software; Forge Core and Forge Edge add connected growth and website services.
Common questions
Does Task Forge replace every business tool?
Task Forge brings the main operating workflow into one system. Your exact accounting, payroll, compliance, and specialist-tool needs should still be evaluated during setup.
Can I import my existing customer data?
Yes. Every Task Forge plan includes one complimentary CRM import, subject to review of the source data.
Explore Task Forge
Field service management Customer management Estimates and approvals Invoicing and payments