Built for field-service operators

The fastest path from
lead to collected revenue.

Field Forge AI is the revenue and dispatch OS built for HVAC, plumbing, and electrical shops. Stop losing leads, stop the dispatch chaos, stop waiting to get paid.

Recover Leads you're dropping today
Operate Dispatch without the chaos
Collect Get paid faster, every time

Four pillars that run your business.

From the first call to the last dollar collected — every part of your operation in one place, built to move fast.

Pipeline that closes

Every inbound lead captured, tracked, and followed up automatically. Stop losing jobs to missed calls and forgotten callbacks.

  • Lead capture from calls, web, and text
  • Automated follow-up sequences
  • Conversation history and status tracking
  • Owner-facing lead board with priority scoring

Operations without the chaos

Scheduling, dispatch, and technician assignments that keep your whole crew moving — without the back-and-forth.

  • Drag-and-drop dispatch calendar
  • Real-time tech location and status
  • Job assignments with notes and attachments
  • Capacity view across your whole team

Cash discipline built in

Quotes, invoices, and payments that don't lag behind your jobs. Get money in faster without chasing anyone.

  • Pricebook with tiered service options
  • One-click quotes that turn into invoices
  • In-field payment collection
  • Aging report and collection follow-up

AI that earns its place

Not a chatbot bolted on. AI that handles triage, suggests quotes, flags at-risk jobs, and keeps your owner dashboard honest.

  • Inbound lead triage and classification
  • Smart quote recommendations from job history
  • At-risk job detection and alerts
  • Workflow suggestions based on patterns

Designed for operators, not accountants.

Most software is built for someone clicking around a screen. Field Forge AI is built for someone running a business.

Made for owner visibility

You see everything in real time — leads, jobs, cash, and crew — from one board. No login maze, no six-click reports. You know your business the moment you open it.

Sharper than big-suite bloat

Big platforms built for enterprises have modules you'll never use and charge for every seat. Field Forge AI is focused, fast, and priced for shops doing $500k to $5M — not Fortune 500 ops.

Credible where it counts

SMS consent, data privacy, and carrier verification built in from day one. No scrambling to fix compliance issues after the fact. Your customers and your reputation stay protected.

Field Forge AI should feel like the place the business is run from — not just where data gets entered.

— Field Forge AI Design Principle

End to end. No handoff gaps.

Four stages, one platform. Every job flows from booking to payment without falling through the cracks.

1

Front Desk

Every inbound lead captured, prioritized, and responded to — nothing escapes the pipeline.

Lead capture AI triage Auto follow-up
2

Dispatch

Right tech, right job, right time. Dispatch that takes minutes, not a whiteboard and a prayer.

Calendar view Tech routing Job notes
3

Field Ops

Techs have everything they need before they knock. Quotes, history, pricebook — in the field, on the phone.

Mobile access Pricebook On-site quoting
4

Revenue

Invoices out the moment the job closes. Payments collected before anyone drives away.

Instant invoicing In-field payments Collection alerts

Simple. No surprises.

Pick the tier that fits where your business is today. Upgrade anytime as you grow.

Starter
Starter
$ 49 /mo

Get started fast. Capture leads, track conversations, and see your pipeline — all in one place.

  • 100 leads
  • 50 Forge AI actions / month
  • 2 users
  • Email support
Get Started
Professional
Professional
$ 399 /mo

No limits. Unlimited leads, unlimited AI, unlimited users — plus premium support and API access.

  • Unlimited leads
  • Unlimited Forge AI actions
  • Unlimited users
  • Premium support
  • API access
Get Started

Built with compliance from day one.

We handle the details so your business stays protected — and your customers trust you.

Privacy & Data

We take your customers' data seriously. Field Forge AI collects only what's needed to run your business and never sells or shares your customer data with third parties. Read our full Privacy Policy and Terms of Service for complete details.

SMS Consent & Carrier Compliance

Field Forge AI supports SMS-based communication for appointment reminders and follow-ups. All messaging requires explicit customer opt-in. Message and data rates may apply. Reply STOP at any time to opt out. For support, reply HELP or contact info@fieldforgeai.com.

Give your team one place to recover revenue, run the board, and get paid faster.

HVAC, plumbing, and electrical operators are already running tighter businesses with Field Forge AI. See what it looks like for yours.