ProfX🧭
Dashboard
Owner overview, Action Center, Exceptions, Search and Quick Create.
ProfX Product Overview
One operating system from first lead to long-term customer.
ProfX connects the revenue and operations workflows contractors normally spread across CRM, lead-response tools, estimating, scheduling, dispatch, technician apps, purchasing, change orders, time tracking, workflow automation, invoicing, payment systems, reporting, customer portals, spreadsheets, and training documents.
Sales → OperationsNo disconnected handoff after the quote is approved.
Office → FieldThe same job record follows the work into production.
Job → ProfitActual labor, materials and payments feed operating insight.
Launch → TrainingOnboarding and ProfX Academy stay connected to the product.
Connected Workflow
The customer journey stays connected after every handoff.
ProfX is organized around the real contractor workflow rather than a collection of unrelated feature pages.
1
Lead & Customer
CRM records, canvassing, communication and ownership.
2
Estimate & Quote
Services, Price Book, smart estimating, approval and signature.
3
Schedule & Prepare
Calendar, dispatch, crew assignment and production readiness.
4
Run the Job
Tech Portal, time, photos, notes, materials, forms and requirements.
5
Close & Collect
Acceptance, invoice, payment, documents and warranty.
6
Learn & Retain
Profitability, review, referral, service follow-up and training.
Current ProfX Navigation
Seven workspaces keep a broad platform easy to use.
ProfX does not hide the deeper tools, but it groups them by the job a contractor is trying to accomplish so the system stays understandable as the platform grows.
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Sales
Pipeline, Customers, Agreements, Price Book, Forms, Lead Response, Revenue Recovery and Segments.
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Inbox
Customer conversations and unread replies stay in one communication workspace.
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Operations
Jobs, Schedule, Dispatch, Purchasing, Crews, Capacity, Change Orders, Time Tracking and field execution.
⚙️
Automation
Workflow Builder, Cadences, Scheduled Automations and Appointment Reminders.
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Finance & Reports
Invoices, Payments, Profitability, Analytics, Marketing ROI and Commissions.
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Company
Settings, Integrations, Team, Services, Security, Training, Onboarding, imports and ProfX account records.
One Platform, Different Roles
Every part of the company gets the view it needs.
The underlying customer and job stay connected while each role gets a workflow suited to the work they actually perform.
Owner
Command Center, Owner Action Center, sales visibility, profitability, analytics, team training and operational exceptions.
Office / Dispatch
Customers, schedule, crews, production readiness, purchasing, communication, billing and customer follow-up.
Sales
CRM, field canvassing, pipeline, estimating, quotes, customer communication and follow-up.
Technician / Crew
Mobile Tech Portal with assigned jobs, directions, time, photos, notes, materials, requirements and closeout.
Customer
Branded project portal for proposals, schedule confirmation, status, photos, documents, billing, warranty and service requests.
Core Platform
Built around the work that moves revenue.
The goal is not to add another dashboard. The goal is to keep the information and next action connected across the customer lifecycle.
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CRM & Pipeline
Customers, leads, opportunity value, activity, communication, follow-up and lost-deal visibility.
- Customer history
- Pipeline stages
- Owner Action Center
- Canvassing conversion
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Estimating & Quotes
Services, Price Book, estimating structures, cost assumptions, target margin, approvals and signatures.
- Smart Pricing
- Trade takeoffs
- Customer approval links
- Historical job learning
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Scheduling & Dispatch
Calendar, appointments, crew assignment, capacity, recurring work and production readiness.
- Mobile agenda
- Dispatch board
- Schedule confirmation
- Readiness blockers
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Field Operations
Phone/iPad Tech Portal, travel/onsite clocks, directions, photos, forms, materials and customer closeout.
- On My Way → Start Work
- Before / progress / after photos
- Job requirements
- Customer sign-off
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Purchasing & Job Cost
Estimate-to-material workflow, suppliers, purchase orders, receiving and actual cost reconciliation.
- Required materials
- Supplier selection
- Delivery status
- Actual material cost
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Profitability
Completed revenue, actual labor/material/direct cost, gross profit, margin, WIP and receivables.
- No fake 100% margins
- Estimated vs actual
- Historical learning
- Owner-level visibility
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Communication & Automation
Two-way texting, quote cadences, appointment reminders, tasks, review requests and automation controls.
- Pause on reply
- Scheduled follow-up
- Human-review controls
- Communication history
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Billing & Payments
Invoices, deposits, balances, payment requests, reminders, payment ledger data and job-linked receipts.
- Final invoicing
- Payment status
- Balance visibility
- Customer payment links
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Connected Apps
ProfX connects with supported external systems such as Google Calendar, QuickBooks Online and contractor-owned payment workflows.
- OAuth connection status
- Integration health
- Sync links
- Error visibility
Customer Portal 2.0
Give the homeowner one project home.
Instead of making a customer search through old texts and emails, the portal brings the things they need into one branded customer-facing experience.
Action CenterQuotes, schedule, balances, change orders and closeout.
Project ProgressStatus, schedule and field photos.
Payments & WarrantyInvoices, payment links and coverage records.
Help & ReferralsCallback, service request, reviews and referrals.
Post-Job Customer Care
The CRM keeps working after production ends.
Completion starts the retention workflow instead of ending the customer relationship.
AcceptanceImmutable completion signature evidence.
Final BillingInvoice and remaining payment request.
Review & ReferralFollow-up while the project is still fresh.
Future ServiceWarranty, maintenance and long-term follow-up.
ProfX Academy
Onboarding is not the last time the team needs training.
Academy stays inside ProfX for new hires, refreshers, role changes and retraining after major process or product changes.
Role TracksOwner, Dispatcher, Sales and Technician.
Manager AssignmentsModules, due dates and retraining rounds.
OptionalEmployees can skip without losing ProfX access.
HistoryCompleted, skipped, overdue and certified states remain visible.
Trade-Specific Launch
Start closer to the way the company actually works.
Quick Start can prepare starter services, estimating structures, workflow requirements and an inactive sales cadence for the selected trade.
Roofing / HVACTrade-specific service and workflow structures.
Plumbing / ElectricalInstall and service workflow starters.
Remodeling / PaintingProject production and cost structures.
Safe DefaultsNo invented live costs, warranties or automatic customer messages.
ProfX is designed to automate workflow — not invent business promises.
Trade starter templates do not guess local material prices, labor rates, permit requirements or warranty terms. Follow-up cadence starters are created inactive. Contractors review their own pricing, legal/customer commitments, communication settings and operational requirements before using them live.
See the real product
Follow ProfX from lead to profit.
The interactive tour opens the live ProfX demo workspace. Or book a live demo to walk through the workflows that matter most to your company.