Forge's central hub for takeoff, quoting, reports and job-ready workflows.
Your quotes
—Draft
—Sent
—Accepted
—Declined
—Completed
Pipeline
Conversion rate—of all quotes won
Pipeline value—Draft + Sent
Won value—Accepted + Completed
Avg quote age—Open quotes (Draft + Sent)
Company overview
Team-wide pipeline across all Forge Workspace staff — optional, loads on request.
Company pipeline—Draft + Sent
Company won—Accepted + Completed
Conversion rate—of all quotes won
Total quotes—across the team
Core estimating
Coming soon
Takeoff
Takeoff will become Forge Workspace's flagship module — measure the job and generate quantities, materials and labour, then carry the scope straight into Quick Quote. Not built into Anvil yet: today, takeoff lives in the separate, local-first v22.9 tool.
Active module
Quick Quote
Price a takeoff or a standalone job — install rates, materials, markup, profit and break-even. Fully working today.
Operations & tools
Preview
Reports & Handoff
Export and project-handoff outputs. PDF export currently lives inside Quick Quote.
Soon
Supplier & Material Library
A shared reference of suppliers and materials to speed up takeoff and pricing.
Soon
Site Safety
Site safety references and checklists to keep alongside job delivery.
Business & financial
Soon
Profit Projection
Forward margin and recovery planning across upcoming jobs — once live quote data flows in.
Soon
Cash Flow Tracking
Visibility over incoming and outgoing across active jobs, planned for a later phase.
Soon
Post Job Review
Compare actual outcomes against the quoted scope to sharpen future pricing.
Anvil module · Placeholder
Takeoff
Local-first takeoff module
The v22.9 Takeoff tool remains separate and has not been connected to Supabase or Quick Quote yet.
Anvil module · Placeholder
Reports
Export and handoff centre
Coming in a later phase. Current PDF/export behaviour remains inside Quick Quote.
Total incl GST$0Client-facing total
Total ex GST$0Excluding GST
Job profit$00.0% margin
Required output0 sqm/week
Annual profit projection$00.0% marginBased on repeating this job across productive weeks
Job Profile Summary
Client, project, revision, and quote number
Change status
Untitled quote • No client • No address • Rev 1
Project Inputs
Physical quantities, duration, rates, markups, and project-specific costs
Advanced Job Settings
Onsite staff assigned
Labour & Overhead Recovery
Selected onsite staffNone selected
Onsite labour recovery $0
Office/Admin salary recovery $0
Business overhead recovery $0
Total labour & overhead recovery $0
Markup comparison
Material markup options, with misc kept separate from sqm rate
Cost & Recovery
$0Cost and recovery base for this job.
Xero / Quote Totals
Main totals for quote review and Xero entry
Misc total ex GST$0
Install total ex GST$0
Material total ex GST$0
Total ex GST$0
GST$0
Total incl GST$0
Project Breakdown
Total materials cost Cost to us$0
Materials cost / sqm Cost to us$0/sqm
Materials sell / sqm Client sell$0/sqm
Install sell / sqm Client sell$0/sqm
Sqm sell rate excl misc Client sell$0/sqm
Break-even checks
Zero-profit reference only
Entered duration0 days
Break-even duration0 days
Time buffer0 days
Break-even install rate $0/sqm
Break-even material markup 0.0%
How to use this section:
This shows the required install rate or material markup to cover cost only. Use one as a reference at a time, depending on whether you are adjusting install rate or material markup.
Quotes
Open a quote to keep working, or start a new one. When signed in, quotes are saved to the cloud.
Quotes
Saved to your Forge cloud workspace
Settings
Manage staff, overheads, working year assumptions, GST, and default pricing settings.
Company SettingsLocked
Company settings are locked.
Changing these numbers affects every quote, break-even check, and annual projection. Unlock only if you are intentionally updating company assumptions.
Parameter locking
Use these controls to protect company-wide assumptions for standard users. Admins can always edit locked fields.
Weekly company costs
Staff
Working year and productivity
Default markups
Calculated company totals
Avg onsite worker cost$0/week
Active onsite workers0
Onsite weekly total$0/week
Office/Admin weekly total$0/week
Weekly overhead incl salaries$0/week
Productive weeks0 weeks
Annual sqm0 sqm/year
Annual overhead excl onsite$0
Annual total overhead$0
Selected quote annual cost basis$0
Break-even install before markup$0/sqm
Cheat Sheets
Reference cards for common charge-up and pricing decisions. These are placeholders for the next refinement pass.
Charge-up Rates
Add the practical hourly charge-up reference table here later, such as minimum, standard, preferred, and commercial rates.
Install Rate Targets
Add the break-even, $50k profit, and $100k profit install-rate reference tables here later.
Productivity Notes
Use this area for output assumptions, average sqm/week notes, and pricing rules of thumb.
Glossary
Simple definitions for the pricing terms used in the calculator.
Cost to us
What Forge pays or needs to recover before profit.
Client sell
What we charge the client before or including GST, depending on the label.
Markup
A percentage added on top of cost. Markup does not equal margin.
Profit margin
Profit as a percentage of the final sell price.
Annual profit projection
What the business would make if this type of job repeated across the productive year.
Break-even
The point where the job covers cost/recovery but produces no profit.
Onsite labour recovery
The amount this job needs to recover for selected onsite staff.
Business overhead recovery
The share of business overhead, including ACC, allocated to this job.
App Settings
Product and user preferences.
Profile
Name, email, and account details.
Coming soon
Appearance
Theme, density, and display preferences.
Coming soon
Dashboard preferences
Choose what shows on your dashboard.
Coming soon
Units & formatting
Measurement units and number formatting.
Coming soon
Notifications
Alerts and email notification preferences.
Coming soon
Files & imports
Defaults for uploads, imports, and attachments.
Coming soon
Integrations
Connected apps and external services.
Coming soon
Security
Password, sessions, and account security.
Coming soon
Quick Quote Summary
Delete saved quote?
This permanently removes the saved quote. This cannot be undone.