New-Customer Intake & Welcome
First-time customers get the pro treatment: welcome email, what-to-expect, service records started.
What it does
New contact triggers a welcome sequence and creates their service history record for every future job.
Exactly what happens
These are the behaviors the build is tested against before it goes live.
What we need from you
Answered once, during setup. Forge asks; you never touch a settings screen.
- welcome message & attachments
- info to collect (gate codes, pets, panel location)
What it costs
Every account starts from a $49 monthly platform fee, and a one-time $299 setup. Larger crews pay a size multiplier, and running more than one package takes 10% off the rest. Your actual total is shown before you pay anything — nothing is charged until you approve the quote.
Going over does not switch anything off, and nothing is added to your bill on its own. If your volume settles above the line we talk to you first and you agree to the new price before it starts — that is the whole policy.