01
Search QXO products from the job
Search the QXO catalog while the material order stays attached to the ForgeOne CRM job.
INTEGRATION PARTNER
QXO workflow in validation.
The ForgeOne CRM + QXO workflow shown here is currently under controlled review before broader customer availability. The screens and capabilities below describe the integration path being tested, not a general-availability claim.
Use your QXO pricingSearch products and review account pricing without rebuilding the job somewhere else.
Check it before you send itReview materials, quantities, and units before the order moves forward.
Keep the order with the jobQXO order details stay beside the production work that created them.
PEOPLE + PARTNERS + PROGRESS
WHAT IT DOES FOR THE JOB
Price it, order it, and keep it with the job.
Your team works from the same customer and job record it already uses in ForgeOne CRM, with the partner information kept beside the work.
REAL MOBILE WORKFLOW
Search, price, and review the QXO order on mobile.
These are actual ForgeOne CRM mobile workflow screens showing QXO product search, account pricing, and submitted order details tied to the job.
Swipe through the real screens
02
Review account pricing before you send
Confirm the QXO price, quantity, and unit of measure before the order moves forward.
03
Keep the submitted order with the job
Open the QXO order details from the same ForgeOne CRM job so production and the office can reference one record.
THE WORKFLOW
From the job to a QXO material order in four steps.
Start with the job, do the partner work, and keep the result with the same customer and project instead of rebuilding it somewhere else.
STEP 01
Connect once
A company admin connects the contractor's QXO account in ForgeOne CRM.
ONE JOB. ONE RECORD.
Stop rebuilding the same job in different apps.
The customer, property, estimate, QXO work, documents, and the next step stay connected to the ForgeOne CRM job. When somebody needs to know what happened, the answer is on the job instead of buried in another login.
01ForgeOne CRM job
02QXO account
03Search + pricing
04Final order
05Order details
BUILT FROM REAL CONTRACTOR WORK
Made by a contractor. For contractors.
ForgeOne CRM was built from years of hands-on contractor and insurance workflow experience across disconnected tools. The goal is simple: if it does not save contractors time or make the job easier to run, it does not belong in ForgeOne CRM.
COMMON QUESTIONS
What contractors usually want to know about QXO + ForgeOne CRM.
Straight answers about setup, day-to-day use, and what your team can expect.
Ready to stop bouncing between apps?
Bring QXO into the ForgeOne CRM job and keep the work, status, and next step in one place. Same partner your team already uses — tied to the job the way it should be.
STEP 01 OF 04
YOUR TASKConnect the QXO account
Start with the company QXO account your team already uses so ordering can happen from the ForgeOne CRM job.
What happens nextThe QXO account is connected once for the company instead of every user rebuilding the setup.
Click the highlighted control on the real ForgeOne CRM screen to continue.