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.

Customer Portal

Manage fire protection system types and their configurations.

Systems

Configure default settings and messages for invoices.

Invoices

Configure default email messages for purchase orders.

Purchase Orders

Configure default email messages for estimates.

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.

Job Templates

Build custom filtered views of your data.

Smart Lists

Create reusable task templates for standardized workflows.

Task Templates

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.

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.

Workflows

Connect Forz with third-party services like QuickBooks Online.

Integrations

Enable or disable feature modules for your account.

Modules

View history of record reassignments between users.

Reassignment Logs

Configure route planning settings for field operations.

Route Planner

Create and manage custom permission roles for your team.

Custom Roles

Define reasons for inventory quantity adjustments.

Inventory Adjustment Reasons

Configure time tracking settings for your team.

Timelogs

Create pricing tiers for different customer groups.

Custom Price Groups

Create roles and configure granular permissions to control what each user can access.

Roles & Permissions

Manage warehouse and storage locations for inventory.

Inventory Locations

Add, edit, and manage the people who use Forz in your organization.

Add custom data fields to customers, jobs, contacts, and other records to capture information specific to your business.

Bulk import records into Forz from CSV files with column mapping and validation preview.

Data Import

Create and manage color-coded labels to categorize customers, jobs, estimates, projects, invoices for quick visual identification and filtering.

Define the status workflow for each record type -- including custom statuses, sub-statuses, colors, and stepper progression.

Set up your company name, contact information, address, and logo for use across Forz documents and communications.

Define tax rates that apply to invoices and estimates, with automatic history preservation for audit compliance.

Tax Rates

Define when invoices are due using standard day-count terms or date-driven terms tied to specific days of the month.

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.

QuickBooks, Twilio, Stripe, and SSO 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.

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.

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

Projects

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.

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

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.

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.

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.



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

Recurring Jobs

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.