01

Sales Pipeline

Sales
Intake

Manage incoming customer RFQs through the full estimating and engineering pipeline. Track every job from intake to quoted.

• Customer RFQ capture and status tracking
• Pipeline stages: intake, estimating, engineering, procurement
• Drawing upload and full activity log
• Admin override and stage management

usforgetools.com/intake

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02

Sales

Prospect
Directory

Centralized prospect intelligence database. Upload spreadsheets, enrich with live web data, and track economic buyers by account.

• Import prospects from any spreadsheet format
• AI enrichment — contacts, LinkedIn, opportunity detail
• Economic buyer identification by title rank
• Filter by industry vertical with completeness scoring

usforgetools.com/prospects

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03

Sales

Customer
Directory

Active customer intelligence with spend history, tier classification, and recency tracking. Enrich for contacts and account signals.

• Import from spreadsheet — tier, spend, invoice data
• Tier 1 / Tier 2 badges with recency segmentation
• AI enrichment — contacts, expansion signals, news
• Graduate prospects directly to this directory

usforgetools.com/customers

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04

Sales

Sales
Forecast

Live revenue forecast pulled straight from the HubSpot deal pipeline. Weighted monthly projections plus a stage-by-stage funnel view.

• Monthly forecast weighted by deal stage probability
• Closed-won trend vs. projected pipeline
• Funnel breakdown for both HubSpot pipelines
• Pulled live from HubSpot — no manual entry

usforgetools.com/forecast.html

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05

Sales

Research
Library

Strategic customer and revenue analysis reports for the sales team, organized in one place.

• Acquisition-era customer win/loss analysis
• 12-year customer intelligence briefing
• Growing library — new reports added over time

usforgetools.com/research

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06

Sales

Customer Service
Review

Track how customers formally score us as a supplier. Upload their scorecards, get an auto-built dashboard per customer, and manage MFT's quarterly action plan.

• Upload customer scorecards — AI derives each customer's own dashboard from their first report
• Trend charts and history, filterable by date range
• MFT quarterly action plan per customer, with full history

usforgetools.com/customer-service-review

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01

Procurement

SBQ Steel
RFQ Manager

AI-powered steel procurement system. Upload engineering drawings, auto-generate RFQs, and manage quotes from SBQ steel providers.

• PDF drawing upload and AI forge analysis
• Auto-filled RFQ from drawing extraction
• Automated email to steel providers
• Reply parsing and quote comparison report

sbq.usforgetools.com

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02

Suppliers

Supplier
Directory

Global SBQ steel supplier intelligence database. Tiered, searchable, and linked to the procurement workflow.

• Tier 1 / 2 / 3 supplier rankings
• Search by grade, capability, and location
• Contact info, MOQ, and lead time per supplier
• Linked to Sales Intake procurement stage

usforgetools.com/intake/suppliers

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01

Quoting

Forge Quote
Generator

Generate accurate customer quotes for forged steel parts. Includes material, processing, and finishing cost breakdowns.

• Material cost calculation by grade and weight
• Processing and heat treatment line items
• Finishing, coating, and machining options
• Printable PDF quote output

usforgetools.com/quote

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02

Calculation

Cut Weight
Calculator

Calculate precise cut weights for round bar, hex bar, and other SBQ steel forms based on diameter and length.

• Round bar, hex, square, and flat bar
• Multiple alloy density support
• Batch cut list calculations
• Kerf and yield loss adjustments

usforgetools.com/cwcalc.html

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03

Bar Stock New

Billet Cut
Optimizer

Calculate optimal saw cut lengths to hit a target billet weight from bar stock. Includes remnant planning and ratio correction.

• Cut length and weight tolerance window
• Per-bar remnant analysis with scrap minimization
• Remnant matching against active part weights
• Mid-run ratio correction helper

usforgetools.com/billet-optimizer

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04

Market Data

Alloy Surcharge
Tracker

Track and apply current alloy surcharges from major US steel mills. Stay current with Nucor, Metallus, and Gerdau pricing.

• Current mill surcharge tables
• Per-pound and per-ton calculations
• Grade-specific surcharge lookup
• Historical surcharge comparison

surcharges.usforgetools.com

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05

Cost Data New

Estimate
Database

Bulk-upload forging estimate spreadsheets and query structured, per-part cost history — customer, part number, steel type, and cost per part, sortable and filterable.

• Bulk XLSX upload, keyed by customer + part + date
• Steel cost per part with unit of measure (cwt)
• Revision history tracked per part over time
• Sortable/filterable table with live cost charts

usforgetools.com/estimate-db

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01

Quality New

CCM
Analyzer

Upload CCM / CCP control chart Excel files and analyze dimensional data, detect out-of-control conditions, and query production history.

• SPC control charts with UCL/LCL overlays
• Per-foreman and per-press OOC rate analysis
• Nelson Rule pattern detection (trends, runs)
• Natural language data queries powered by Claude AI

usforgetools.com/ccm

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01

Engineering New

Drawing Fit
Analyzer

Upload a 2D part drawing and Claude reads it to judge forge fit against our equipment, flag tricky closed-die features, and archive it for future reference.

• Good / medium / bad forge-fit rating vs. our press and hammer roster
• Recommended equipment, ancillary services, steel commonality and price tier
• Tricky closed-die design flags and referenced standards (AMS/ASTM/MIL)
• Searchable archive with "seen this part before" detection

usforgetools.com/fit-analyzer

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01

Production New

Shift Production
Report

Log and analyze shift production data for all press lines. Upload Excel shift reports or enter data manually with AI-powered insights.

• Bulk Excel upload for historical data seeding
• OEE dashboard with availability, performance, quality
• Downtime log with DT code breakdown
• AI shift analysis compared against history

usforgetools.com/shift-report

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02

Analytics New

Production
Analytics

Executive-level production analytics across all presses, supervisors, shifts, and customers. AI-generated annual report with Word download.

• Monthly OEE timeline and press performance rankings
• Supervisor scorecard with full ranking
• Shift comparison and customer quality risk
• AI executive report exported as Word document

usforgetools.com/analytics

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03

Estimating New

Estimating
Analysis

Upload bulk estimating workbooks and let Claude find correlations across setup hours, crew size, heat treat, die specs, and equipment.

• Bulk Excel upload — hundreds of workbooks at once
• AI correlation analysis across all Input tabs
• Setup hours and crew size by equipment type
• Heat treat type vs cost, die size vs equipment

usforgetools.com/estimates

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01

Training New

Training
Library

Browse and watch internal training videos directly in the browser. Admins can upload, organize by category, and manage the library.

• In-browser video streaming — no downloads needed
• Search, sort, and filter by category
• Admin upload with title, category, and description
• Secured behind existing USFT login

usforgetools.com/learn

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01

Tooling New

Die
Manager

Die registry, lifecycle tracking, machine shop work queue, and pre-shift readiness board for forge tooling.

• Searchable registry with hit-life tracking and QR labels
• Machine shop kanban queue with daily-huddle view
• Pre-shift readiness board with large-type shop-TV mode
• AI file enrichment and SPC-driven inspection alerts

usforgetools.com/dies

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01

HR New

Employee
Roster

Current Milwaukee ForgeTech employee roster and timesheet detail, synced daily from UKG Ready.

• Active employee roster with hire dates
• Click through to per-employee timesheet detail
• Punch-level hours for the trailing 60 days
• Synced locally — daily auto-sync plus manual refresh

usforgetools.com/hr

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02

Admin New

Attendance

PTO usage from UKG plus inferred absence trends pulled from Shift Report data, per employee.

• UKG-synced PTO balances and usage history
• Inferred absence trend from shift-report roster gaps
• Per-employee attendance detail view

usforgetools.com/attendance

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03

Admin New

Purchase
Orders

Bulk-upload customer purchase order PDFs. Claude extracts line items, prices, and quantities, matched against Shift Report revenue by part number.

• Bulk PDF upload with AI field extraction
• Matches line items to Shift Report part numbers
• Handles scanned/image POs, not just text PDFs
• Customer directory match on extracted company name

usforgetools.com/purchase-orders

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04

Admin

LB3 Rate
Book

Structured rate book behind LB3 quote generation — labor, burden, and overhead rates resolved per equipment, part, and customer.

• Rate resolver with equipment/part/customer overrides
• Feeds LB3 pricing directly into the Quote Generator
• Admin panel for editing rates and resolution rules
• Full audit trail on rate changes

usforgetools.com/lb3-admin

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05

Admin

Admin
Panel

User account and role management for the whole platform, plus scheduled email digest controls.

• Create, edit, and deactivate USFT user accounts
• Assign roles — Sales, Engineering, Procurement, Estimating, Admin
• Password resets
• Weekday digest email scheduling, with test-mode toggle

usforgetools.com/admin

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