CostForge connects clients, jobs, labour costing, quote building, reusable templates, branded PDFs, teams, and analytics into one practical system for construction and trade businesses.
Quote builder
Nested line items / margin checked / client view ready
Labour team
$2,180
Structural materials
$4,750
Plant and access
$1,240
Status
Sent
Margin
29%
Ready
Capability system
The features are not isolated tools. They are a connected workflow from enquiry to job record to quote output.
Feature depth grounded in the way estimators review real work.
Client record
01Every quote starts with clean client context.
Store complete contact profiles for every client, then connect jobs, quotes, notes, and analytics back to the same record. The commercial history stays easy to find when the next enquiry lands.
Job structure
02Keep every piece of work under the right client.
Raise multiple jobs under any client, track their status, and keep all quotes for the job together. It gives estimators and owners a shared view of what is live, paused, completed, or ready to revise.
Estimate logic
03Build detailed quotes without flattening the job.
Create structured quotes with top-level sections and nested line items for materials, labour, consumables, and allowances. CostForge keeps the working detail close to the client-ready output.
Labour control
04Know the labour cost before the quote goes out.
Define staff roles with hourly rates, then add labour directly to quotes. CostForge calculates the cost as you build, helping you quote with a clearer view of the true job economics.
Reusable estimating
05Reuse proven scope without rebuilding the quote.
Save full quotes or complete item packages to a template library, then import the entire structure or only the top-level groups a new job needs. Templates can include nested staffing hours alongside ordinary items.
Client output
06Send a quote that looks deliberate and professional.
Every quote can be viewed internally with full costing detail or externally with only the lines you want the client to see. Both views can be exported with one click.
Access control
07Give the right people the right level of control.
Invite team members, assign roles, and keep quoting work accountable. Owners, admins, and members can collaborate without giving everyone the same operational permissions.
Business identity
08Make every client-facing quote feel like yours.
Upload your logo, set colours, configure quote prefixes, tax labels, currency, payment terms, and footer text. CostForge supports the brand system your clients already recognise.
Commercial visibility
09Understand the quoting pipeline at a glance.
CostForge surfaces the numbers owners and estimators need: clients, active jobs, open quotes, accepted quotes, quote status, and revenue movement.
New feature
Save a whole quote or a reusable item tree, then import only the pieces needed for the next job.
Product controls
CostForge separates operational costing from presentation. Your team can manage margin, labour, visibility, and revisions without turning the client quote into a worksheet.
Choose which quote lines appear in the client view.
Protect staff rates, hidden costs, and commercial notes.
Download internal or client-facing quote documents.
Track quote status, revenue, and recent activity.
Plan breakdown
All core features are available across the platform. The plan difference is the amount of client, job, quote, and team capacity your operation needs.
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Clients | 3 | Up to 10 | Unlimited |
| Jobs | 5 | Up to 30 | Unlimited |
| Quotes | Up to 10 | Up to 50 | Unlimited |
| Team members | 1 (owner) | Up to 5 | Unlimited |
| Staff roles | Yes | Yes | Yes |
| PDF export | Yes | Yes | Yes |
| Custom branding | Yes | Yes | Yes |
| Analytics | Yes | Yes | Yes |
| Priority support | No | Yes | Yes |
| Dedicated account manager | No | No | Yes |
Ready to use the workflow?
Start free and explore the full quote workflow from client record to branded PDF.