CostForge connects client and job records with structured quote building, labour costing, reusable templates, branded delivery, signed client responses and an optional Xero invoice workflow.
Connected workflow
CostForge is strongest in the pre-work commercial process: organise the client and job, build the quote, control internal detail, deliver a professional client version, capture the response and optionally continue accepted work into Xero invoicing.
Client and job records
Create client records, add multiple jobs beneath each client, and keep quote activity associated with the job it belongs to. Job statuses cover active, on-hold and completed work.
Structured quoting
Quotes can combine parent and child items, quantities, unit prices, labour, configurable tax and internal margin while preserving a clearer client-facing version of the same commercial record.
Labour costing
Administrators can maintain labour roles with hourly rates and use staff-hours quote items to cost labour consistently instead of retyping rates for every estimate.
Reusable quote templates
Save complete quotes or item groups as templates, then import reusable structure into another quote and edit it for the job in front of you.
Branded client delivery
CostForge supports company branding, a dedicated client preview and separate internal and client-facing PDF concepts so the business can retain working detail without exposing it unnecessarily.
Signed online response
When a quote is sent, CostForge can create a tokenised public response link. The client can review the quote, enter their name, provide a signature and accept or decline without a staff account.
Team and operational visibility
Workspace roles cover owner, admin and member access. Operational reporting includes client, job and quote totals, quote conversion, job completion, quote statuses, open follow-up counts and recent activity.
Live Xero integration
The released Xero integration can connect a Xero organisation through OAuth and, when configured, create invoice records from accepted quotes. Full-invoice and deposit-plus-balance modes are supported, along with optional invoice email and invoice-status synchronisation.
See how full quotes and item groups can be saved and reused for repeatable work.
Quote template featuresReview the documented client response flow from public quote link to signed accept or decline.
Online acceptanceSee how accepted quotes can continue into the configured Xero invoicing workflow.
Xero integrationProduct boundary
CostForge is not positioned as a complete ERP, full accounting package or full project-management suite. Its strongest scope is the connected commercial workflow before and around accepted work.
Keep costing and client-facing detail deliberately separated.
Track documented quote and job pipeline measures without claiming unrestricted BI.
Keep jobs and quotes connected to the client record.
Use the live Xero integration for its documented invoice workflow when configured.
Compare the current product
Product capabilities live here. Current pricing, package limits and plan details stay on the pricing page so commercial information has one source of truth.