What you switch on

One system. Only the parts you use.

Forge is not a suite you assemble from products. It is one system with a short spine that always exists, and surfaces your workspace can simply not have — so nobody on your team is looking at a screen for work your shop does not do.

Always there

The parts everything else references.

These are not optional, because the rest of the system is built on them. A purchase order needs a supplier. A work order needs a product type and a quantity. Turning these off would leave nothing to point at.

Customers & organizations

Every company and contact you deal with. This one is not optional, because a purchase order needs a supplier, an order needs a customer, and a work order needs to know who it is for. What is optional is whether you manage the relationship here or somewhere else.

Organizations
Companies you buy from and sell to, with their contacts and documents
Contacts
People, their roles, and the history against them
Referenced everywhere
One record the rest of the system points at, never a second copy

Inventory & purchasing

What you hold, where it is, what is on order and what it cost. Movements are recorded in an append-only ledger, so a correction adds an entry rather than overwriting one — the question is never what the system thinks you have, it is what happened and when.

Stock levels
Real quantities by location, in the unit each item is measured in
Receiving & transfers
Goods in, goods moved, goods issued out
Purchase orders
Raised against real demand, received against real stock
Lots & serials
Identity that follows the goods through and out the door

Items & quantities

Your product types modeled as real structures rather than rows in a generic item table, and every quantity carrying its unit. Buy steel by the kilogram, issue it by the sheet, cost it by the square meter — and have all three agree.

Product types
Each type its own structure, with its own fields and its own workflow
Units
The unit travels with the number, from purchase through to cost
Conversions
Held once, applied everywhere, refused when they cannot be made

Switchable

The parts you can do without.

Turned on or off for your workspace. Off means gone from the navigation, not greyed out and not sitting there as a permanent reminder of something you are paying for and never opening.

Optional

Work orders & time clock

Schedule work against a defined workflow made of tasks, hold a task behind a precondition until it actually clears, and track who ran what for how long.

Switch it off if you do not track the floor. Inventory and purchasing carry on working without it.

Work orders
A scheduled run of a defined workflow, tracked to completion
Tasks & gates
Steps that stay closed until their gate clears
Time clock
Who ran each step, when, and for how long
Optional

Sales pipeline

Quotes, opportunities and the activity history behind them, kept against the same customer records the rest of the system uses.

Switch it off if you run Salesforce or HubSpot. Your customer records stay; only the pipeline surface goes away.

Pipeline
Track work from first conversation to won
Activity
The history of what was said and when
Same records
No second customer list to keep in step
Optional

Dashboards & reporting

Live views built straight onto whatever you have switched on. No warehouse to load, no overnight refresh window, no second reporting copy drifting out of step.

Switch it off and pull what you need over the API into whatever you already report in.

Live dashboards
Current state, not last night's snapshot
Reports
Built on the same records the floor is working from
API & export
Take the data out whenever you want it

Not sure what you need switched on?

That is the first conversation, and it is usually a short one. Tell us what you build and what you already run, and we will tell you which parts of Forge you want and which you can leave off.