Every feature your trade business needs
CostForge covers the full workflow — from managing clients and jobs to building detailed quotes with staff hour calculations and exporting branded PDFs.
Client Management
All your clients, organised in one place
Store complete contact profiles for every client — company name, email, phone, address, and internal notes. CostForge links all jobs, quotes, and analytics back to the right client so nothing gets lost.
- Company name, email, phone, and address fields
- Internal notes — private to your team
- Per-client job history with status overview
- Per-client analytics: quote totals, accepted revenue
- Plan-aware limits on free tier (3 clients)
Jobs Per Client
Organise every piece of work under the right client
Raise multiple jobs under any client. Give each job a title, description, and status. CostForge keeps all quotes for a job together — making it easy to compare, revise, and track work from start to finish.
- Unlimited jobs per client (Pro & Enterprise)
- Job statuses: Active, On-Hold, Completed
- All quotes for a job displayed in one view
- Job description for internal scope notes
- Plan-enforced job limits on free tier (5 jobs)
Quote Builder
Professional, detailed quotes in minutes
Build quotes with a hierarchical line-item editor. Add top-level items and nest sub-items beneath them for materials, labour, and consumables. Each quote carries a unique reference number, issue date, expiry, payment terms, and T&Cs.
- Hierarchical line items with unlimited nesting
- Auto-generated quote reference numbers (e.g. CF-0042)
- Issue date, expiry date, and payment terms
- Terms & conditions field per quote
- VAT-inclusive or VAT-exclusive totals
- Per-item visibility toggle — show or hide from client view
- Draft, Sent, Accepted, Declined status tracking
Staff Hours & Labour Costing
Know exactly what labour costs before you quote
Define your staff roles — Electrician, Site Manager, Apprentice — each with their own hourly rate. When building a quote, add a Staff Hours line item, select the role, enter the number of hours, and CostForge calculates the cost instantly. Labour lines use the same visibility toggle as all other items — keep the rate internal, or share it with the client.
- Unlimited staff roles with custom hourly rates
- Active / inactive status per role
- Live cost calculation: hours × hourly rate
- Minimum 0.5-hour increments
- Staff lines appear with a distinct "Staff" badge in the quote builder
- Toggle staff lines on or off in the client-facing PDF
- Managed from Settings → Staff Roles tab
Client View & PDF Export
A branded quote your clients will trust
Every quote has two views: an internal view with every line and all costs, and a client-facing view that shows only the items you want the client to see. Both views export to PDF with one click.
- Branded header with company logo, name, and tagline
- Client name, address, and contact details on the PDF
- Items filtered by your visibility settings
- Totals block with branded colour on the TOTAL row
- Payment terms and T&Cs included in client PDF
- Internal PDF retains all items including hidden lines
- Download directly from the quote builder
Team Management
The right access for everyone on your team
Invite team members by email. Assign a role — Owner, Admin, or Member — and control what each person can see and do. Pending invitations are tracked; members can be deactivated without losing their history.
- Owner, Admin, and Member role levels
- Invite by email — pending invitations tracked
- Role-based UI: only admins can invite or manage members
- Up to 10 team members on Pro — unlimited on Enterprise
- 1 user (owner only) on the free tier
Custom Branding
Your business identity, everywhere
Upload your company logo. Set your primary, secondary, and accent brand colours using a live colour picker. Configure your quote prefix, tax label and rate, currency symbol, default payment terms, and footer text. Every client-facing quote reflects your business — not a generic template.
- Company logo upload (shown on client quote view)
- Primary, secondary, and accent colour themes with live preview
- Quote prefix (e.g. "CF-", "INV-")
- Tax label ("VAT", "GST", "Tax") and rate (%)
- Currency symbol
- Default payment terms and quote footer copy
Dashboard & Analytics
Know where your business stands at a glance
The CostForge dashboard surfaces your most important numbers the moment you log in. KPI cards, status breakdowns, revenue charts, and recent quote activity — all updating in real time.
- KPI cards: Total Clients, Active Jobs, Open Quotes, Accepted Quotes
- Jobs by status: Active / On-Hold / Completed
- Quotes by status: Draft / Sent / Accepted / Declined
- Revenue chart by period
- Status donut charts
- Recent quotes quick-access list
- Per-client analytics on the client detail page
Features by plan
All features are available on every plan. Limits scale with your subscription.
| Feature | Free | Pro | Enterprise |
|---|---|---|---|
| Clients | 3 | Unlimited | Unlimited |
| Jobs | 5 | Unlimited | Unlimited |
| Quotes | Unlimited | Unlimited | Unlimited |
| Team members | 1 (owner) | Up to 10 | Unlimited |
| Staff roles | ✓ | ✓ | ✓ |
| PDF export | ✓ | ✓ | ✓ |
| Custom branding | ✓ | ✓ | ✓ |
| Analytics | ✓ | ✓ | ✓ |
| Priority support | — | ✓ | ✓ |
| Dedicated account manager | — | — | ✓ |
Ready to see it for yourself?
Start for free — no credit card, no time limit on the free plan.