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Solar Power World · “Forge software platform uses iPad LiDAR scanning for quick solar design proposals”

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Platform Overview

Every tool a commercial contractor needs. In one AI-native platform.

Forge™ replaces the five to seven disconnected SaaS tools most commercial contractors juggle. LiDAR measurement, AI communication, payroll, compliance, field ops, CRM, and reporting — all in one account, all talking to each other.

Eight modules. One platform. Zero integration tax.

Every Forge™ module shares the same data model. Hyperion™ scans flow to CRM proposals. Torch™ calls update lead records. Field ops hours land in Treasury™ payroll automatically. No Zapier. No CSV exports. No integration fees.

Hyperion™

LiDAR spatial intelligence

Measure any commercial roof in 5–10 minutes with iPad Pro LiDAR. Automated structural adequacy determination, 3D modeling, and AI-generated estimates. Replaces manual measurement (hours per job) and aerial report services (days of wait time, $15–$85 per report).

  • Direct-to-device LiDAR scanning — no cloud upload required
  • 3D roof geometry with pitch, area, perimeter, penetrations
  • Structural adequacy analysis against load calculations
  • AI material takeoffs for shingle, TPO, EPDM, PVC, metal
  • Field report generation in 90 seconds
  • 5 free scans per month on Hyperion™ Lite

Torch™

AI communication intelligence

Telnyx-backed softphone and SMS with Deepgram transcription and Claude AI analysis. Every call is recorded, transcribed, compliance-scored, and tagged with customer sentiment and negotiation signals. Built for TCPA-regulated contractor sales.

  • DID assignment per rep with fleet-level call routing
  • Real-time transcription with <500ms latency
  • AI call scoring: sentiment, compliance, next-best-action
  • Automated compliance disclosure prepending
  • Three-way and conference calling with transcript merging
  • SMS with carrier-level 10DLC registration handled

Treasury™

Integrated contractor payroll

Payroll built for contractor crews, powered by the Check HQ engine. Handles labor pipeline management, multi-state tax filing, direct deposit, prevailing wage compliance, and certified payroll reporting — all native to Forge™. No ADP integration required.

  • Native payroll — no third-party integration fees
  • Multi-state tax filing and W-2 / 1099 generation
  • Prevailing wage and certified payroll (Davis-Bacon) support
  • Direct deposit, pay cards, and same-day ACH
  • Per-job labor allocation linked to field ops data
  • Contractor benefits: health, retirement, workers' comp tracking

Compliance Engine

Automated permits & code tracking

Automated permit applications, building code tracking, inspection documentation, and audit-ready record keeping. Supports IBC, IRC, NFPA 72 (fire alarm), NEC (electrical), and state-specific licensing / insurance requirements per job.

  • Automated permit applications to 2,400+ AHJs nationwide
  • Real-time code compliance checks (IBC, IRC, NFPA, NEC)
  • Inspection scheduling and documentation
  • State licensing and insurance expiry monitoring
  • Photo-documented compliance records per job
  • Audit-ready exports in <60 seconds

Field Operations

Crew scheduling & material flow

Crew scheduling, material ordering, job progress tracking, and GPS fleet visibility. Purpose-built for crew-based contractor work — not hourly service dispatch. Integrates with major suppliers for automated material ordering tied to Hyperion™ takeoffs.

  • Crew-level scheduling with skills-based assignment
  • Material ordering integrated with supplier catalogs
  • Photo-documented job progress (daily / milestone)
  • GPS fleet tracking with geofenced job sites
  • Daily field reports pushed to PM dashboard
  • Mobile-first app for crews (iOS + Android)

CRM

Pipeline built for project-based sales

AI-powered lead intelligence, pipeline management, proposal sending, and customer records. Designed for project-based contractor sales cycles — multi-stakeholder commercial deals, not 30-second service-call quotes. Torch™ integration enriches every lead with call intelligence.

  • Lead scoring based on job size, urgency, and fit
  • Pipeline stages tuned to commercial contractor sales cycle
  • Proposal generation with Hyperion™ measurement attached
  • E-signature built in — no DocuSign required
  • Project / opportunity / account / contact hierarchy
  • Email sequences and follow-up automation

Reporting

AI-native analytics

AI-generated dashboards that answer plain-language questions about your business. Ask 'which crews are most profitable on commercial TPO jobs' and get an answer with the underlying data — not a BI tool that requires a six-week implementation.

  • Plain-language query interface (ask in English)
  • Job profitability by crew, material, vertical
  • Pipeline velocity and conversion analytics
  • Compliance risk dashboard across active jobs
  • Scheduled reports via email / Slack
  • Export to CSV, XLSX, PDF

Forge™ Search

One search across your entire operation

Search every job, contact, document, call transcript, and scan in your account from one bar. Built on embeddings — so you can search by intent, not just keywords. 'Roofs we measured in Q1 that had structural concerns' just works.

  • Semantic search across jobs, contacts, and documents
  • Full-text search of call transcripts (Torch™)
  • Search within Hyperion™ scan metadata
  • Boolean + natural language queries
  • Results ranked by relevance, not recency
  • Keyboard shortcut: ⌘K from any page

Why AI-native architecture matters

Most contractor software is 10–20 years old with AI features bolted on top. Forge™ was designed from the first commit to be AI-native — which means AI is in the data layer, not the marketing layer.

Shared context

Torch™ transcripts, Hyperion™ scans, and CRM records share the same vector store. Ask a question and get an answer that spans all of them.

No data migration

Because every module writes to one schema, new AI features ship weekly without “we need to migrate your data first.” Legacy platforms ship AI features 18 months after they're announced.

Privacy by design

Each tenant gets an isolated Supabase instance. Your data is never trained on by model providers. Anthropic and OpenAI are bound by zero-retention API terms.

Frequently Asked Questions

Honest answers about how Forge™ works.

What are the core features of Forge™?

Forge™ includes seven core modules: Hyperion™ (LiDAR roof measurement and spatial intelligence), Torch™ (AI communication intelligence and compliance recording), Treasury™ (integrated contractor payroll), Compliance Engine (permit and code automation), Field Operations (crew scheduling and material ordering), CRM (AI-powered pipeline management), and Reporting (AI-native analytics).

Do I need separate software for payroll?

No. Treasury™ is Forge™'s built-in payroll module, powered by the Check HQ engine. It handles labor pipeline management, tax filing, direct deposit, and contractor-specific compliance. Unlike competitors that require third-party payroll integrations (ADP, Gusto), Treasury™ is native to the platform.

How does Hyperion™ compare to aerial measurement services like EagleView?

Hyperion™ is direct-to-device LiDAR scanning on iPad Pro — no report purchase, no wait time, no per-report fees. Aerial measurement services like EagleView charge $15-$85 per report and rely on outdated imagery. Hyperion™ captures current ground-truth geometry in 5-10 minutes with 3D model, structural analysis, and AI-generated estimates included.

Does Torch™ record calls for compliance?

Yes. Torch™ is Telnyx-backed with Deepgram transcription and Claude AI analysis. Every call is recorded, transcribed, and scored for compliance risk, customer sentiment, and negotiation signals. For TCPA-regulated calls (solar, roofing, HVAC sales), compliance disclosures can be automatically prepended.

Does Forge™ replace my existing CRM?

Yes. Forge™ includes a full CRM with AI-powered lead scoring, pipeline management, document generation, proposal sending, and project tracking. It's designed for project-based contractor sales cycles — not generic B2B sales. Data imports from most existing CRMs are supported during onboarding.

What compliance features are included?

Forge™'s Compliance Engine automates permit applications, tracks building code requirements (IBC, IRC, NFPA 72 for fire alarm, NEC for electrical), generates inspection documentation, and maintains audit-ready records. State-specific licensing and insurance requirements are tracked per-job.

Is Forge™ available on mobile?

Yes. Hyperion™ runs natively on iPad Pro (M2, M4, M5) and iPhone Pro models for field scanning. The Forge™ platform is fully responsive — accessible on any device via web browser. A dedicated field operations app for crew members is available for iOS and Android.

How does Forge™ pricing work?

Forge™ is flat-rate per company, not per-user. Tiers start at $599/month and include CRM, Hyperion™, Treasury™, Compliance Engine, and Field Operations. Torch™ is available as an add-on or bundled tier. No annual contracts, no per-tech fees. See the pricing page for the full tier breakdown.

See the full platform in 30 minutes.

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