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Automate quote follow-up
Build SMS and email cadences that keep estimates moving while your team stays focused on selling and running work.
Built around contractor revenue
Stop losing quotes. Close more work.
You already paid for the lead, drove to the appointment, built the estimate, and earned the opportunity. ProfX helps make sure that revenue does not disappear because follow-up got busy.
Keep every quote moving, know exactly which opportunities need attention, and run the entire job after the sale from the same platform.
A real conversation about your current workflow — not a generic software presentation.
Follow every quoteAutomated SMS + email cadences
See what is stuckPipeline + owner priorities
Move won work forwardScheduling → field → payment
Revenue that needs attentionOwner Action Center
Roof replacement estimateViewed • no reply for 4 days
$18,900
HVAC system replacementFollow-up due today
$12,450
Electrical service upgradeCustomer replied • unread
$7,800
Remodel proposalDecision date approaching
$34,200
The point: know where revenue is at risk before it disappears.ProfX keeps open opportunities visible and follow-up moving.
The Revenue Engine
More consistency after the quote is sent.
The sale should not depend on a rep remembering who to text next. ProfX helps your team stay on top of every open opportunity without turning follow-up into another full-time job.
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Surface revenue at risk
See stale quotes, unread replies, overdue invoices, and workflow gaps from an owner-focused action center.
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Know what is converting
Track open pipeline, close rate, lost reasons, quote value, and where opportunities are getting stuck.
One Connected Workflow
Closing the quote is only the beginning.
Once the customer says yes, ProfX keeps the same record moving through operations without another handoff, spreadsheet, or disconnected system.
LeadCRM + canvassing
EstimatePrice book + smart estimating
Follow-UpSMS + email cadences
WonApproval + deposit
ProductionSchedule + crews + field
RevenuePayment + profitability
More Than a CRM
Everything around the revenue, too.
ProfX is designed to replace disconnected tools across sales, production, field operations, customer communication, and financial visibility.
CRM & Pipeline
Customers, opportunities, stages, notes, activity history, tasks, and sales visibility.
Field Sales
Door-to-door canvassing, map pin drops, address capture, notes, and field prospecting.
Estimating
Price book, smart estimating, regional adjustments, materials, labor, margins, and quote delivery.
Customer Communication
Two-way texting, Gmail, appointment confirmations, reminders, follow-up, and conversation history.
Scheduling & Dispatch
Quote appointments, job scheduling, calendars, crew assignment, drag-and-drop dispatch, and readiness.
Field Operations
Mobile tech portal, job controls, photos, field notes, checklists, signatures, and completion workflows.
Purchasing & Materials
Material takeoffs, vendor selection, purchase orders, delivery tracking, and reconciliation.
Payments & Profitability
Deposits, final payments, job costing, labor and material actuals, margin, and profitability reporting.
Customer Experience
Quote approvals, customer portals, review requests, warranties, service history, and post-job follow-up.
Owner Visibility
Priorities, stale opportunities, workflow gaps, unread replies, overdue balances, and operational signals.
QuickBooks
Connect ProfX with QuickBooks Online so the operating workflow and accounting process stay closer together.
Google Calendar
Keep quote appointments and scheduling connected to the calendar your team already uses.
See how ProfX would fit your business.
We will start with how you handle leads, quotes, follow-up, scheduling, crews, and payments today — then focus the demo on the areas where ProfX could make the biggest difference.
Protect the Revenue You Already Earned the Chance to Win
Every quote deserves a real follow-up process.
See how ProfX can help your team convert more open opportunities while running sales, scheduling, field work, payments, and profitability from one connected platform.
Book a 30-Minute Conversation