How To Use

Welcome to ForgeOne™ Scope. Follow this step-by-step workflow to document and organize your scope.

Note: Repair References, building-code notes, and response examples are editable. Confirm each entry against the actual local code and installed product before relying on it.

Settings & Branding: Customize your company branding, logo, and colors in Settings. Your branding appears on the home screen and in all generated letters and PDF reports.
User Accounts: Sign up to save your settings and branding across devices.
My Jobs: Save your work across claims. Create jobs to persist scope analysis, letter data, photos, and measurements. Access saved jobs anytime from the My Jobs page.
Plans & Pricing: Free Plan: 1 free report on signup + 1 bonus report when you submit feedback. No credit card required. Paid plans: Standard (10 reports/month) and Pro (100 reports/month) for unlimited access.
1

Scope Checklist

Upload an estimate PDF or paste line items to review potential scope gaps and items needing field verification. ALWAYS START HERE.

Go to Scope Checklist
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3

Letter Builder

Select documented repair-reference notes to prepare a contractor scope letter. Review each paragraph for applicability before copying, sending, or exporting as a PDF.

Go to Letter Builder

Supporting Tools

Scope Compare

Upload two contractor estimates or related scopes (or paste text) for a line-by-line comparison. Review categories, quantities, documented prices and supporting notes. AI findings are drafts; verify the source items and calculations before sharing. Download reports as PDFs.

Open Scope Compare

Interior Documentation

Review documented water and interior restoration conditions, category/class assessment, equipment and material line items. Verify scope against the site record and the relevant edition of professional standards.

Open Interior Documentation

Camera Tool

Use Document Damage mode for capturing and labeling roof damage photos, and Scan Estimate mode to read paper estimates with AI text recognition. Photos can be attached to scope letters. Download photo documentation reports as PDF.

Open Camera Tool

Material Calculator

Calculates roof area from detailed dimensions (perimeter, rakes, eaves, valleys, hips, ridges, pitch, facets, penetrations) to provide full material estimates including shingles (bundles), underlayment (rolls), starter strip, drip edge, hip/ridge cap, valley ice & water shield, flashing, and nails. Also includes a photo annotation and measure tab. Download material estimates as PDF reports.

Open Measurement Tool

Estimate Code Lookup

Need to find a specific code? Search our library of 12,000+ line items instantly.

Search Estimate Codes

Pro Tips

Job Workflow

For the best workflow, start by creating a job from the My Jobs page, then use the Scope Checklist, Letter Builder, Camera, and Measurement tools — your data will automatically save to the active job.

Report History & PDF Export

All Scope Compare and Interior Claims analyses are automatically saved. Access your past reports anytime from the Scope Compare page. Every report can be downloaded as a professional branded PDF.

PDF Reports

All tools support PDF download — generate individual reports from each tool, export Scope Compare and Interior Claims analyses, or use the Letter Builder to create a comprehensive full report combining your supplement letter, material estimates, and photo evidence.

Analysis Tiers

Choose the right analysis tier for your claim in Scope Compare:

  • Small Job — Fastest analysis, ideal for single-area claims
  • Standard Job — Recommended for most claims, balanced speed and thoroughness
  • Complex Job — Extended analysis for multi-area and 4+ structure claims

Your preferred tier saves in Settings and persists across sessions.

Usage & Limits

Report usage is tracked monthly for paid plans and lifetime for the Free Plan. Check your current usage on the Settings page or on the Scope Compare screen before running an analysis. Free Plan users can earn 1 extra report by submitting feedback after their first analysis.