Getting Started

To get started with Forz, the account administrator needs to complete five simple steps to set up the organization and get it ready to go in Forz.

Company Setup: First Steps in Forz

Learn how to show, hide, or reorganize modules in the sidebar. 

Customize Sidebar Navigation

Learn how to edit widgets, resize layouts, and manage multiple dashboards.

Customize Your Dashboard

Discover how to schedule jobs or events from a job or from the calendar.

Scheduling Jobs or Events

Learn how to easily get in touch with Forz Support and share in-context requests for seamless communication.

Submit Feature Requests, Bug Reports, or Feedback

Complete your first job lifecycle — from creating a customer to generating an invoice — in under 10 minutes.

Getting Started with Forz

Save the filters, search, and sort on any list page as a named view you can switch back to in one click.

Saved views

Find records, navigate, create, and run actions from one keyboard launcher — open it with ⌘K.

Quick Command

Assets

Track company equipment, tools, vehicles in a central registry with assignment and request workflows.

Managing Assets

Track technician certifications, licenses, and training records to ensure compliance and qualification.

Certificates

Automation

Automate repetitive actions across customers, jobs, leads, and tasks with trigger-condition-action workflows.

Workflows

QuickBooks, Twilio, Stripe, and SSO integrations

Integrations

Sync your accounting data between Forz and QuickBooks Online to eliminate double entry and keep records consistent.

QuickBooks Online Integration

Configure SMS and voice messaging for customers directlty from Forz conversations through Twilio phone number.

Twilio Integration

Accept credit card and ACH payments from customers through Stripe-powered checkout links.

Stripe Integration

Manage team authentication, user invitations, and password resets through WorkOS powered SSO.

Single Sign-On (SSO)

Time Tracking

Track technician work hours with clock in/out, GPS location, automatic deductions, and pay calculations.

Sales

Manage your sales pipeline by tracking weighted revenue and moving opportunities through stages using specific amounts, probabilities, and close dates.

Deals

Capture and manage potential customers through qualification stages, with built-in duplicate detection to ensure a clean pipeline before converting qualified leads to customer records.

Leads

Support

Create and manage support tickets to track customer issues and link them to jobs.

Tickets

Purchase orders, vendors, expenses, and bills

Purchasing & Finance

Create and manage purchase orders to track material and service purchases from vendors.

Purchase Orders

Manage your supplier and vendor records, including contacts, addresses, and purchase history.

Vendors

Track business expenses with payment type, amount, and optional assignment to projects or jobs.

Expenses

Track bills from vendors, record payments and manage outstanding balances.

Bills

Reporting

Build custom dashboards with configurable layouts and widgets to monitor your business

Dashboards

Build filtered reports from your data using natural language or manual filters, and export to CSV or PDF.

Custom Reports

Equipment tracking, inspections, and device inventory

Devices & Inspections

Register, organize, and track equipment and devices within your systems

Managing Devices

Schedule and record device inspections with configurable frequencies and due dates.

Inspections

Task management, templates, and project tracking

Tasks & Projects

Create, assign, and track tasks across jobs, projects, customers, and other records

Managing Tasks

Create reusable task groups to add multiple tasks to a record at once.

Task Templates

Organize multiple jobs, tasks, invoices, and time logs under a single project for large or ongoing work.

Projects

Customer Portal

Give your customers a branded self-service portal where they can view their jobs, estimates, invoices, and inspections.

Enable and configure the Customer Portal so your customers can view their jobs, estimates, invoices, and inspection information.

Customer Portal Setup

Conversations, calls, email, and templates

Communication

Send and receive SMS and email messages in threaded conversations linked to your contacts.

Conversations

View call history, recordings, transcriptions, and AI-generated summaries for your voice calls.

Calls

Create and manage scheduled outbound call lists for systematic customer and lead follow-up.

Call Lists

Send emails from records like invoices, estimates, jobs, purchase orders, and sales orders.

Email

Create and customize email templates with Liquid variables for invoices, estimates, jobs, purchase orders, and sales orders.

Email Templates

Items, stock levels, transfers, and adjustments

Inventory

Create and manage the products, services, and inventory items your field service team uses on jobs, invoices, and purchase orders.

Items

Track inventory quantities across multiple warehouse and vehicle locations, and set reorder points to avoid stockouts.

Stock Levels

Move inventory items between warehouse, vehicle, and job-site locations and track the transfer through to completion.

Inventory Transfers

Manually adjust inventory quantities at a specific location to correct stock counts, write off damaged goods, or record received materials.

Inventory Adjustments

Invoices, payments, estimates, and customer checkout

Billing & Payments

Create, send, and manage invoices for completed field service work

Invoices

Record payments received from customers and apply them to invoices.

Payments

Set up invoices that generate automatically on a repeating schedule.

Recurring Invoices

Let customers pay invoices online through a self-service checkout portal.

Customer Checkout

Create and send estimates to customers, track their response, and convert accepted estimates into jobs or projects.

Estimates

Manage customer records, contacts, and service locations

Customers & Sites

Create, edit, search, and organize customer records in Forz.

Managing Customers

Create and manage contact people linked to customers, sites, and jobs.

Contacts

Create and manage service addresses (sites) where field work takes place.

Sites and Locations

Calendar views, schedule suggestions, route planning, and dispatch

Scheduling & Dispatch

View, create, and manage scheduled events for your field service team on an interactive calendar.

Calendar

Use AI-powered suggestions to find the optimal time slot and technician for a job.

Schedule Suggestions

Plan daily routes for technicians, assign and reorder jobs, optimize routes, and dispatch scheduled work to the field.

Route Planner

Optimize technician routes automatically using routing APIs, skills matching, and time windows.

Smart Dispatch

Create, assign, manage, and track field service jobs

Jobs & Work Orders

Create new jobs (work orders) to track field service work for your customers.

Creating Jobs

Find, filter, update, schedule, and organize your jobs from the jobs list and job detail views.

Managing Jobs

Create reusable templates that pre-fill job details, line items, and settings to speed up job creation.



Job Templates

Schedule jobs to generate automatically on a repeating basis for ongoing service agreements and preventive maintenance.

Recurring Jobs

Invoice Management

Learn how to create an invoice for your customers.

Creating a New Invoice

Learn how to edit, share, mark invoices as sent, and set them as void.

Invoice Actions: Edit, Share, and Void

Learn how to record payments on your invoices

Receive Payments

Contact Management

Creating New Contacts

Learn how to link existing contacts to records.

Linking Existing Contacts

Learn how to edit, merge, delete, or set a contact as primary.

Contact Actions

Settings

Manage your company profile, contact information, address, and logo.

Company Settings

Manage your subscription plan and billing information.

Subscription

Manage team members, roles, permissions, and user accounts.

Users

Configure tax rates for invoices, estimates, and sales orders.

Taxes

Set up and manage payment terms for invoices.

Payment Terms

Configure the customer-facing portal for sharing documents and updates.

Manage fire protection system types and their configurations.

Systems

Configure default settings and messages for invoices.

Configure default email messages for purchase orders.

Configure default email messages for estimates.

Configure default email messages for jobs.

Jobs

Define the types of jobs your company performs.

Job Types

Create reusable templates for common job configurations.

Build custom filtered views of your data.

Smart Lists

Create reusable task templates for standardized workflows.

Add custom data fields to records across your system.

Custom Fields

Design and manage custom document templates.

Custom Documents

Customize status workflows for different record types.

Status Options

Define action codes for categorizing work performed.

Action Codes

Create and manage labels for organizing records.

Labels

Import data from CSV files into your Forz account.

Data Imports

Configure inbound email and notification settings.

Email Notifications

Create and manage reusable email templates.

Define skills that can be assigned to users and matched to jobs.

Skills

Organize inventory items into categories.

Item Categories

View and restore recently deleted records.

Trash Bin

Create automated workflows to streamline your processes.

Connect Forz with third-party services like QuickBooks Online.