Set up ForgeRate™

£29/month includes your first Experience Preset.Install the closest starting point now. Additional presets can later be plugged into this same business workspace for £19.99/month each. A separate business or brand still needs its own workspace.

BUSINESS PROFILEThe details customers recognise.These flow into the estimator, field handoff and lead record.

Business nameTrade / service labelService areaPhoneEmail

BRAND STUDIOMake the estimator feel bespoke.The customer-facing experience uses these assets and colours directly.

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Painter & DecoratorDemo Decorating Co.

INSTANT ESTIMATEYour project.
Beautifully structured.Customer-facing colours update live.

LOGOUpload business logoPNG, JPG or WebP · stored locally in prototypeChoose imagePROJECT / HERO IMAGEOptional customer imageUsed subtly in the estimator heroChoose image

PrimarySecondaryAccentSurface

SURFACE DIRECTION

SERVICE CATALOGUEStart with the preset. Make it yours.Rename, hide or add services. The preset is a proven starting point, never a cage.

PRICING DEPTHKeep it simple, or tune every number.

01Start with the preset defaults.They give you a working model immediately.

02Adjust only what matters.Open Advanced when you want size, work and preparation-level control.

03Refine after real quotes.Your pricing can evolve without rebuilding the customer journey.

CUSTOMER-SUPPLIED MATERIALSControl labour-only pricing.

If a customer says they are supplying the relevant paint, parts or materials, ForgeRate can adjust only that affected scope using your policy.

Enable smart material handlingPreset questions can trigger this policy automatically.

Pricing behaviourLabour share (%)Fixed deductionCustomer-facing label

These are business-controlled rules. ForgeRate does not assume one universal material percentage.

◎Structured lead capture

Capture customer details, full selected scope, current estimate and attribution.

Enable lead capture

✉Lead delivery

Choose where new opportunities should arrive.

Notification email

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PAYMENTSStripe-ready commercial flow

Customers can approve, pay a deposit or pay in full. Production uses the business’s authorised Stripe connected account.

Offer a depositLet the customer secure the project after approval.Offer pay in fullUseful for fixed-scope or smaller projects.Deposit typeDeposit value

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SCHEDULINGWhat happens after approval?

Use the lightweight ForgeRate Scheduler or hand the customer to a connected booking system later.

SchedulingAppointment durationExternal booking URL (optional)

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PROPOSALYour default value ladder

These are customer-facing defaults. You can refine names, inclusions, bumps and pricing in Experience Builder.

READY TO PUBLISH

Demo Decorating Co.

Your brand, installed preset, services, pricing and commercial next steps now feed one shared ForgeRate project engine.

PRESETPainter & Decorator

CURRENCYGBP

BRANDCustomised

PAYMENTSNot connected

Preview customer estimator ↗Preview Field Mode ↗

Getting ForgeRate ready.

What kind of work do you do?

Demo Decorating Co.