The all-in-one platform for home service companies

Run your entire business in one place — and close more work.

ProfX brings your CRM, sales pipeline, quoting, customer texting, scheduling, dispatch, field operations, invoicing, customer portal, team training, analytics, automations, and AI into one connected platform — while helping your team turn more opportunities into booked revenue.

Book a Demo See Your Quote Revenue Gap Take the Product Tour

Roofing • HVAC • Plumbing • Electrical • Solar • Landscaping • General Contractors

Run it all in ProfX CRM, sales, scheduling & operations

Close more work Automated SMS follow-up & sales visibility

Know what needs attention AI monitoring & operational intelligence

Dashboard workspace

Your business, at a glance.

● Monitoring active

Open quote value $184,250

At-risk revenue $38,450

Close rate 42%

AI Opportunity Monitoring 4 need attention

Johnson Residence · $19,750 Quote opened twice · no response for 5 days

High Risk

Clark Roofing Project · $14,800 Follow-up cadence completed · customer not contacted again

Needs Action

Walker Residence · $12,600 Approved quote · production not yet scheduled

Workflow Gap

Active Text Cadence Quote Follow-Up

✓

Quote sent Customer receives estimate link

✓

Day 2 follow-up Automatic SMS sent

Day 5 check-in Scheduled automatically

Final opportunity follow-up Keep the quote from going cold

Why Deals Are Lost Last 90 Days

Price31%

No response24%

Competitor19%

Timing14%

One Connected Platform

Seven workspaces. One contractor operating system.

ProfX keeps a large platform easy to navigate by organizing the work around Dashboard, Sales, Inbox, Operations, Automation, Finance & Reports, and Company — while the same customer, quote, job, payment, and activity records stay connected underneath.

🧭

Dashboard, Search & Exceptions

Start with the owner command center, global search, Quick Create, and exception views that surface customer replies, production gaps, overdue work, and revenue risks.

👥

CRM, Tags & Segments

Leads, customers, notes, activity, imports, saved views, tags, segments, customer history, and contact records stay in one connected CRM.

📍

Field Sales & Canvassing

Satellite and hybrid territory maps, house pins, address auto-fill, configurable outcomes, field notes, rep presence, import, and export.

📈

Lead Response & Revenue Recovery

Track first-response speed, pipeline movement, quote engagement, close rates, stalled deals, aging opportunities, and revenue that still needs attention.

🧾

Estimating, Quotes & E-Sign

Price Book, rough and smart estimates, job-learning pricing insights, customer approvals, signatures, and margin-aware estimating workflows.

💬

Inbox, Texting & Follow-Up

Two-way texting, unread-reply visibility, automated SMS cadences, appointment reminders, AI-assisted replies, and review-request workflows.

📅

Scheduling, Memberships & Recurring

Appointments, scheduling requests, quote visits, recurring service plans, memberships, availability, job reminders, and Google Calendar sync.

🚚

Dispatch, Crews & Capacity

Assign employees and crews, coordinate dispatch, forecast available capacity, catch readiness blockers, and keep office and field teams aligned.

🛠️

Jobs & Field Operations

Mobile job details, directions, customer information, notes, photos, requirements, statuses, completion steps, and technician workflows.

⏱️

Time, Change Orders & Documents

Job-linked time tracking, change orders, customer signatures, fillable forms, project documents, submissions, and signed records stay with the work.

📦

Purchasing & Job Costing

Convert estimate materials into purchase orders, track suppliers and deliveries, reconcile actual material and labor cost, and improve future estimates.

💳

Invoices & Payments

Deposits, invoices, partial payments, payment requests, reminders, payment history, balances, and contractor-owned supported checkout stay tied to the customer and job.

📊

Finance & Reports

Profitability, analytics, marketing ROI, commissions, WIP, receivables, estimated-versus-actual cost, and job-level margin visibility live together.

⚙️

Workflow Builder & Automation

Build trigger-condition-action workflows alongside cadences, scheduled automations, reminders, tasks, recurring processes, and run history.

✦

AI & Owner Action Center

AI-assisted actions, reply review, Operations Feed signals, stale quote detection, unread-message signals, overdue invoices, and job-gap detection.

🏠

Customer Portal & Warranty

Give customers one place for proposals, schedule confirmation, project status, photos, documents, invoices, payments, warranty, service requests, reviews, and referrals.

🛡️

Security, Team & Training

Company settings, employees, role access, MFA controls, onboarding, ProfX Academy, retraining, services, and account records stay in the Company workspace.

🔗

Direct Integrations

Google Calendar, Gmail, QuickBooks Online, and supported payment processors connect with ProfX so contractors can reduce duplicate entry without giving up their existing tools.

Built-In Revenue Engine

More than a CRM. ProfX helps you win more of the work inside it.

Most CRMs organize opportunities. ProfX also helps your team act on them. Automated text cadences, AI monitoring, workflow intelligence, and lost-deal analytics help turn more of your existing pipeline into revenue.

💬

Automated Text Cadences

Keep leads and open quotes moving with structured SMS follow-up that continues even when the office gets busy.

⚡

AI Opportunity Monitoring

ProfX surfaces quotes and conversations showing signs of going cold so your team can act before the opportunity disappears.

📊

Lost-Deal Intelligence

Track why customers say no and turn lost opportunities into data you can use to improve pricing, follow-up, sales training, and offers.

🔎

Workflow Gap Detection

Identify important next steps that never happened—like approved work that was never scheduled or customer replies that still need attention.

🎯

Sales Visibility

See open pipeline value, quote performance, close rates, follow-up activity, service performance, and sales opportunities in one place.

💵

Turn More Pipeline Into Revenue

Connect sales directly to scheduling and production so sold work does not get stuck between the estimate and the calendar.

Quote Follow-Up

Build the follow-up discipline your sales team never has time for.

ProfX keeps communication moving automatically while still bringing your people in when a real customer response needs attention.

Quote Sent Opportunity starts

SMS Follow-Up Automatic cadence

Customer Opens Engagement tracked

AI Flags Risk Needs attention

Customer Replies Team alerted

Job Won Move to production

AI-Powered Business Intelligence

ProfX helps your team see what needs attention — before it gets missed.

ProfX uses AI and operational data to surface deals, conversations, and workflow steps that deserve attention so your team knows where to focus instead of digging through the CRM looking for problems.

✓Quotes sitting without customer engagement
✓Follow-up sequences that ended without a resolution
✓Customer messages waiting for a response
✓Approved jobs that have not reached scheduling
✓Scheduling and production gaps that deserve attention
✓Operational tasks that have stalled before completion

ProfX Intelligence Feed Live operational signals

$18,400 quote may be slipping At Risk

Customer viewed the quote twice but has not replied in 6 days.

Customer response needs attention Reply

New inbound message on an active $12,600 opportunity.

Approved project hasn't moved forward Workflow Gap

Quote approved 3 days ago but no production date has been scheduled.

Open production capacity detected Opportunity

Friday afternoon has available crew capacity for scheduled work.

From Sale to Completed Job

Your CRM shouldn't stop working when the deal closes.

ProfX connects the sales side of your business directly to scheduling, dispatch, field operations, customer communication, invoicing, and completion — eliminating the handoff between disconnected systems.

Lead → Opportunity

Capture customers and move opportunities through a structured sales pipeline.

Opportunity → Quote

Build estimates, send customer approval links, and track the sales process.

Quote → Follow-Up

Automated text cadences help keep open estimates from quietly going cold.

Approval → Scheduling

Move sold work into scheduling and production without losing the handoff.

Scheduling → Dispatch

Coordinate employees, crews, calendars, customer requests, and job timing.

Dispatch → Field

Give technicians the job information, notes, photos, directions, and tools they need.

Field → Completion

Track progress, job photos, field notes, statuses, and completion workflows.

Completion → Customer Care

Keep final billing, payment, reviews, warranty, referrals, service requests, and future follow-up connected.

One Platform. Every Side of the Business.

Built for the owner, the office, the field, and the customer.

ProfX is designed around the handoffs that usually break contractor workflows. Every person sees the tools they need while the underlying customer and job record stays connected.

🧭

Owner Command Center

Revenue ready, customer replies, scheduling gaps, profitability, and owner actions surface in one operating view.

📱

Mobile Tech Portal

Technicians work from a phone or iPad with job details, directions, status, time, photos, materials, requirements, notes, and closeout.

🏡

Customer Project Portal

Customers can review proposals, confirm schedules, follow project progress, see photos, pay invoices, access warranty information, and request help.

🎓

ProfX Academy

Role-based lessons, dashboard training, manager assignments, optional certification, due dates, skips, and retraining history stay available after onboarding.

🧰

Trade-Specific Quick Start

Roofing, HVAC, plumbing, electrical, landscaping, painting, remodeling, cleaning, and general-service companies can start with safer trade-specific service and workflow templates.

🛡️

Operational Reliability

Background-job health, communication failures, integration errors, payment exceptions, and support signals are monitored so problems are easier to catch early.

View the Product Overview Explore the Live Product

Interactive Product Tour

Walk the current ProfX platform from first lead to real job profit.

Explore the live ProfX demo through the same workspace structure a contractor uses: Dashboard, Sales, Inbox, Operations, Automation, Finance & Reports, and Company. The route now includes lead response, revenue recovery, segments, capacity, change orders, time tracking, workflow automation, invoicing, payments, profitability, integrations, security, and training.

No signup required Real ProfX workspace Current product layout Guided & read-only

Start the Guided Tour Book a Live Demo

What you’ll see Live Product

Dashboard → Exceptions Start with revenue, today’s work, alerts, search, and owner priorities.

Sales → Lead Response → Revenue Recovery Follow opportunities from first contact through quote, approval, and recovery.

Inbox → Customer Follow-Up See conversations, unread replies, cadences, and customer communication stay connected.

Operations → Capacity → Field Move sold work through scheduling, dispatch, jobs, purchasing, time, and change orders.

Automation → Finance & Reports Build workflows, invoice the job, collect payment, and review actual profitability.

Company → Integrations → Training Finish with connected apps, security, team setup, onboarding, and ProfX Academy.

Simple Pricing

One complete platform. Every plan.

Every ProfX customer gets the complete CRM, sales, communication, scheduling, dispatch, field operations, analytics, automation, and AI platform. Pricing simply scales with your team size and messaging usage.

Solo

$149 / month

For owner-operators who want the full revenue and operations platform.

1 User

1,000 SMS segments

Complete ProfX platform
Text cadences & follow-up
AI opportunity monitoring
Lost-deal analytics
CRM, quotes & pipeline
Scheduling, jobs & invoices

Book a Demo

Starter

$349 / month

For small service teams that want the complete ProfX platform.

3 Included users

2,500 SMS segments

Complete ProfX platform
Text cadences & follow-up
AI opportunity monitoring
Lost-deal analytics
CRM, quotes & pipeline
Scheduling, dispatch & field operations

Book a Demo

Need a website that helps generate leads too?

ProfX can build your home service business a professional, mobile-friendly website, connect it to your domain, deploy it, structure lead forms and calls-to-action, and provide ongoing website management after launch.

$949 One-time website build

$75/month

Website management

One system for the entire customer journey.

Run the business. Follow every opportunity. Close more work.

See how ProfX combines a complete CRM with quoting, automated text follow-up, AI opportunity monitoring, scheduling, dispatch, field operations, customer communication, invoicing, analytics, and automation in one platform built specifically for home service companies.

Book a 30-Minute Demo Take the Product Tour