Six Weeks from Kickoff to Live
We build a custom AI back office for your shop in six weeks. Here is exactly what gets built, when, and what you own when it is done.
Kickoff & Discovery
We have a 2-hour working session. You walk us through your current tools and workflow (dispatch software, CRM, ads platform), team size and structure, business goals for the next 12 months, pain points (what breaks right now, where do you waste time, what data do you wish you had), and budget and spend (current ad spend, software spend, payroll for repeat customer contact). We map all of it. We ask hard questions. We take detailed notes.
Build Core Systems
While you are working, we are building six core modules. Lead generation engine: Google Local Services Ads integration, paid advertising setup and pixel installation, lead scoring logic, automated acknowledgment within 2 minutes. Marketing automation: job reminder sequence, upsell triggers, re-engagement campaigns, customer feedback collection. Dispatch and job tracking: live crew visibility, dynamic routing, job documentation, service history accessible to every crew member. Customer service hub: AI first-response triage, ticket queue by urgency, escalation rules, auto-response templates. Upsell engine: recommendation logic, crew-facing prompts, financing integration, performance tracking. Business intelligence dashboards: revenue by source, cost per acquisition by channel, pipeline health, customer lifetime value, crew productivity, ad performance in real-time.
Testing & Refinement
Before anything goes live, we test it. We put sample data through the system. We run workflows. We make sure edge cases are handled. You and your team get access to a test version. You run it for a week. You give us feedback. We refine. If something does not feel right, we fix it.
Go Live & Handoff
System goes live. Your lead data starts flowing in. Automations start firing. Crew gets dispatch notifications. Dashboards populate. We are with you the first week, monitoring for any issues, answering questions. You own the system and can run it independently.
What We Need From You
A few hours a week. We work async; you do not have to be on calls all day. We need access to your current tools (dispatch software, CRM, ad accounts, customer database, phone system) so we can wire the system in. We need one point person who can answer questions and approve decisions. That is it.
Most of the heavy lifting is on us. You run your business. We build the infrastructure.
What You Own at the End
Everything. The code. The data. The system. No subscription. No lock-in. You can run it yourself, modify it, hire another developer to change it, move it to a different server, do whatever you want with it.
You also get complete documentation: how the system works, what each module does, how to train new team members, how to modify workflows if your business changes.
Optional Maintenance & Support
After launch, you own the system and can run it at zero recurring cost. Maintenance at 3,000 dollars per month is optional. If you want it, we handle updates, improvements, and if something breaks, we fix it. If you do not want it, we train your team and you run it yourself.
We wire into what you already use.
Your system does not replace your existing tools. It integrates with them. We connect to your CRM, dispatch software, phones, ad accounts, and review platforms so everything works together.
CRM Integration
Leads flow from every channel directly into your CRM. No manual data entry. Lead scoring, follow-up, customer history all centralized.
Dispatch & Scheduling
We wire into your existing dispatch software. Jobs get routed, crew gets notified, customer gets updates, all without jumping between platforms.
Phone & SMS
Your phone number stays the same. Inbound calls and texts get captured, logged, and trigger automations. Missed calls trigger callbacks.
Ad Accounts
Facebook, Instagram, Google Ads all connect. We fix pixel issues, track real conversions, give you the data you need to scale winners.
Review Platforms
Google, Yelp, BBB all feed into one dashboard. Review requests go out automatically. Negative reviews trigger escalations.
Customer Data
One source of truth for every customer. Service history, payment history, upsell opportunities, contact info all accessible to your team in one place.
What contractors ask about the build.
What if I don't like the system after launch?
We support you for 30 days after go-live. If something is broken or does not work right, we fix it. If you want to change how something works, we adjust it. We are not done until you are satisfied.
Can I integrate my existing software?
Yes, in most cases. We can wire into dispatch software, CRM platforms, phone systems, ad accounts, and review platforms. Some platforms have API limitations; we let you know upfront if we run into one.
What if my team does not want to use it?
We spend a full week training your team on the system. Everyone learns their part. If adoption is slow, we show you how to reinforce it without causing friction. But most crews like it because it makes their job easier, not harder.
How different is this from ServiceTitan or Avoca?
ServiceTitan is built to serve 10,000 contractors at once, so it is generic. You configure it to your workflow. Forge is the opposite. We custom-build it to exactly how your business runs. ServiceTitan gets you live in 2 weeks (mostly self-serve). Forge takes 6 weeks because we are building custom infrastructure. At the end, you have a system that works like your business, not the other way around.
See what we would build for your shop.
Thirty minutes. No pitch. We map exactly where AI fits your business and hand you the roadmap, whether you hire us or not.
Book the audit call