For service providers AI workforceIntuitiveNext-Gen CRM

one platform to run every part of your business.

Schedule a call See the demo
PracticPro Dashboard
Main
Calendar
Files
Contacts
Phone
Invoices
Insights
Settings
Repair Project
Upcoming: Payment due in 3 days
Regular Work Lead
Completed
Design Development
Upcoming: Meet in site
Construct Plans
Pending Payment
Site Maintenance
Completed
Service Call
First Inspection in 4 days

Your business. Your rules.

Control who sees what and how your team works.

Portals

Give customers and partners a space of their own.

Collaboration

Keep your office and crew on the same page.

Customization

Set pages and permissions for each team.

Automation

Keep routine work consistent with rules you set.

Skip the feature walkthrough

Your entire operation, in one place.

CRM & Pipeline

From first call to signed job.

Keep leads, customer conversations, and estimates together. See what’s new, what’s waiting, and what you’ve won.

  • A visual sales pipeline
  • Complete customer history
  • Know where your leads come from
Five columns of customer cards, moving from new leads on the left to won jobs in the orange column on the right.
New leadsNew ContactedContact Visit bookedVisit Quote sentQuote Won
New lead
Jane Doe

Bathroom remodel

Website inquiry
Job won
Jane Doe

Kitchen remodel

$18,400Estimate signed

CRM & Pipeline

From first call to signed job.

Your leads, conversations, and estimates together.

  • A visual sales pipeline
  • Complete customer history
  • Know where your leads come from
Five columns of customer cards, moving from new leads on the left to won jobs in the orange column on the right.
New leadsNew ContactedContact Visit bookedVisit Quote sentQuote Won
New lead
Jane Doe

Bathroom remodel

Website inquiry
Job won
Jane Doe

Kitchen remodel

$18,400Estimate signed

Communication

Calls, SMS, and email. One customer feed.

A virtual business phone for your team. Call and text from your business number on your phone or computer.

  • Local & toll-free virtual numbers
  • Calls, SMS & email in one customer feed
  • Voicemail, recordings & email read status
PracticPro Phone app icon Virtual business phone On a call
Jane Doe(555) 014-2288
02:14
A desk phone, handset, smartphone, and laptop connected to the same business line.
The PracticPro Phone app's call screen with Jane Doe.
Jane DoeCallsSMSEmail
  1. CallRecordedYesterday
    3:26

    “We’re looking to remodel the kitchen.”

    Recording & transcript saved
  2. SMSSentYesterday

    Your visit is set for Thursday at 2.

  3. SMSReplyToday, 9:12

    Looks good. Can you give me a call?

Communication

Calls, SMS, and email. One customer feed.

Your virtual business phone. Call and text from your business number on your phone or computer.

  • Local & toll-free virtual numbers
  • Calls, SMS & email in one customer feed
  • Voicemail, recordings & email read status
PracticPro Phone app icon Virtual business phone On a call
Jane Doe(555) 014-2288
02:14
A desk phone, handset, smartphone, and laptop connected to the same business line.
The PracticPro Phone app's call screen with Jane Doe.
Jane DoeCallsSMSEmail
  1. CallRecordedYesterday
    3:26

    “We’re looking to remodel the kitchen.”

    Recording & transcript saved
  2. SMSSentYesterday

    Your visit is set for Thursday at 2.

  3. SMSReplyToday, 9:12

    Looks good. Can you give me a call?

Tuesday

On-site install, Jane Doe
Crew B, 10:00 AM
Dispatched
4412 Oak St
12 min out

Scheduling & Dispatch

The crew knows where to be.

One calendar the office and the field both trust.

  • Smart calendars
  • Dispatch by crew or job
  • Two-way sync
  • Nothing double-booked

Scheduling & Dispatch

The crew knows where to be.

One calendar the office and the field both trust.

  • Smart calendars
  • Dispatch by crew or job
  • Two-way sync
  • Nothing double-booked
TuesdayDispatched
On-site install, Jane DoeCrew B, 10:00 AM
A calendar becomes a city map, with a highlighted route to the job Service van
4412 Oak St12 min out

Documents & e-Sign

Signed on the tailgate, filed before you drive off.

Contracts, change orders, and approvals without hunting for a printer.

  • Reusable templates
  • Upload PDF or DOCX
  • Sign on any device
  • Auto-filed to the job
A signature travels from a phone to a document folder

Change Order #3

Job #2214 · Jane Doe
Signed

Acme Home Services

Kitchen lighting$840.00

Add two recessed lights above the island.

Sign here
Jane DoeTue, 4:18 PM
PracticPro Drive

Jobs / #2214 Jane Doe18 files

  • Change Order #3 Signed
  • Site photos24 items
  • Permit scan840 KB
18.4 GB of 100 GB

Documents & e-Sign

Signed and filed. Job done.

Contracts, change orders, and approvals, without hunting for a printer.

  • Reusable templates
  • Upload PDF or DOCX
  • Sign on any device
  • Auto-filed to the job
A signature travels from a phone to a document folder

Change Order #3

Job #2214 · Jane Doe
Signed

Acme Home Services

Kitchen lighting$840.00

Add two recessed lights above the island.

Sign here
Jane DoeTue, 4:18 PM
PracticPro Drive

Jobs / #2214 Jane Doe18 files

  • Change Order #3 Signed
  • Site photos24 items
  • Permit scan840 KB
18.4 GB of 100 GB

Invoices & Payments

Send the invoice. Get paid.

Send professional invoices straight from the job. Give customers an easy way to pay, and let reminders handle the follow-up.

  • Send invoices from anywhere
  • Automatic payment reminders
  • Card, ACH, or check
Acme Home Services

INVOICE

INV-2214
Bill toJane Doe
ForAC replacement
Invoice line items
DescriptionAmount
Condenser unit, 3 ton$3,900.00
Line set & labor$1,850.00
Permit$450.00
Total$6,200.00
Sent to customerPAID
Thank you for your business.
PracticPro payments

Payment complete

You're all paid up.

$6,200.00INV-2214 · AC replacement
Paid with Bank transfer
Payment statusCompleted
Your receipt is in your inbox.

Invoices & Payments

Job done. Paid in full.

Send the invoice. Collect the payment.

  • Send invoices from anywhere
  • Automatic payment reminders
  • Card, ACH, or check
Acme Home Services

INVOICE

INV-2214
Bill toJane Doe
ForAC replacement
Invoice line items
DescriptionAmount
Condenser unit, 3 ton$3,900.00
Line set & labor$1,850.00
Permit$450.00
Total$6,200.00
Sent to customerPAID
Thank you for your business.
PracticPro payments

Payment complete

You're all paid up.

$6,200.00INV-2214 · AC replacement
Paid with Bank transfer
Payment statusCompleted
Your receipt is in your inbox.

Checkbook

Create checks. Collect payments.

Pay your crew and suppliers. Collect checks from customers. Keep both sides of the job in one checkbook.

  • Create checks to make payments
  • Collect checks from customers
  • Keep your check history together
A paper check on a navy leather checkbook beside a pen, with fictional business and bank details.
Make paymentsGenerate an outgoing check
Collect paymentsReceive a customer’s check

Checkbook

Create checks. Collect payments.

Pay your crew and suppliers. Collect checks from customers. Keep both sides of the job in one checkbook.

  • Create checks to make payments
  • Collect checks from customers
  • Keep your check history together
Paper check and leather checkbook with fictional business details
Make paymentsPay your crew & suppliersCollect paymentsReceive customer checks

AI Workforce

Your own AI workforce.

Assign work to AI employees who follow your instructions and use your business records.

  • Roles and instructions you define
  • Works with your business records
  • A history of every action
Acme Home Services Example AI team

  • Receptionist

    Answers calls and customer questions.

    Customer inquiry answeredJane Doe · Kitchen remodel

  • Sales assistant

    Follows up with leads and customers.

    Follow-up sentJane Doe · Lead follow-up

  • Estimator

    Drafts estimates from your job details.

    Estimate draftedKitchen lighting · $840.00

  • Office assistant

    Summarizes activity and keeps you updated.

    Daily brief preparedJob updates · Next steps

See what each AI employee did.

AI Workforce

Your own AI workforce.

Assign work to AI employees who follow your instructions and use your business records.

  • Roles and instructions you define
  • Works with your business records
  • A history of every action
Acme Home Services Example AI team

  • Receptionist

    Answers calls and customer questions.

    Customer inquiry answeredJane Doe · Kitchen remodel

  • Sales assistant

    Follows up with leads and customers.

    Follow-up sentJane Doe · Lead follow-up

  • Estimator

    Drafts estimates from your job details.

    Estimate draftedKitchen lighting · $840.00

  • Office assistant

    Summarizes activity and keeps you updated.

    Daily brief preparedJob updates · Next steps

See what each AI employee did.

Automations

Set the rules. Work follows.

Choose what starts the process and what happens next. Your system follows the same route, every time.

  • Start with an event
  • Let rules guide the next step
  • Set it up without code
WhenNew inquiryJane gets in touch
ThenSend a welcomeAutomatic email
CheckVisit booked?
Not yet
DelayWait 2 days
ThenFriendly reminderOnly if still needed
Visit bookedJane chooses a time.

Automations

Set the rules. Work follows.

Choose what starts the process and what happens next. Your system follows the route, every time.

  • Start with an event
  • Let rules guide the next step
  • Set it up without code
WhenNew inquiryJane gets in touch
ThenSend a welcomeAutomatic email
CheckVisit booked?
Not yet
DelayWait 2 days
ThenFriendly reminderOnly if still needed
Visit bookedJane chooses a time.

Job Site Camera

Proof from the field.

Photos and video tied to the job, not buried in someone's phone.

  • Shoot straight into the project
  • Before & after documentation
  • Share with the client instantly
Worker in a hard hat photographing a panel upgrade Job site photos collected into a visual record of the project
Panel upgrade, Jane Doe
Old fuse board with tangled wiring, before the upgrade
Before
New consumer unit with dressed wiring, after the upgrade
After

Job Site Camera

Proof from the field.

Photos and video tied to the job, not buried in someone's phone.

  • Shoot straight into the project
  • Before & after documentation
  • Share with the client instantly
Job photos2 photos
Panel upgrade, Jane Doe
Old fuse board with tangled wiring, before the upgrade
Before
New consumer unit with dressed wiring, after the upgrade
After

Saved to the job.Ready to share with Jane.

Client Portal

Their project. Always in view.

Give customers a simple place to check progress, approve changes, and pay. All under your brand.

  • Live project updates
  • Documents and approvals
  • Invoices and payments
A customer checking her project on an iPad.
AcmeHOME SERVICESClient portal

Welcome back, Jane.

Your kitchen remodel

In progress
PlannedIn progressComplete
Next visitCountertop installationThursday · 9:00 AM
Cabinet finish changeChange order #3
Approved
Project depositInvoice #2214 · $2,400
Paid
Last updated today at 8:11 AM

Your costs and internal notes stay private.

Client Portal

Their project. Always in view.

Project updates, approvals, and payments.

  • Live project updates
  • Documents and approvals
  • Invoices and payments
A customer checking her project on an iPad.
AcmeHOME SERVICESClient portal

Welcome back, Jane.

Your kitchen remodel

In progress
PlannedIn progressComplete
Next visitCountertop installationThursday · 9:00 AM
Cabinet finish changeChange order #3
Approved
Project depositInvoice #2214 · $2,400
Paid
Last updated today at 8:11 AM

Your costs and internal notes stay private.

acme.example Live
Uptime
99.98%
Speed
96
SSL
Renewed
WordPress
6.5

Ranking, 30 days

"ac repair near me"
Position 14 to 2, no agency retainer
+12

Websites

Your website, run from the same dashboard.

Hosting, WordPress, and SEO behind the login you already use.

  • High-performance hosting
  • One-click WordPress login
  • SEO tools & content queue

Websites

Your website. Same dashboard.

Your website and its performance, in one place.

  • High-performance hosting
  • One-click WordPress login
  • SEO tools & content queue
acme.example Live
Acme Home ServicesServices · Contact
AC · Heating · Air qualityComfort starts
at home.

Local service. People you trust.

Book a visit
Acme service technician beside his van
WordPressConnected to PracticPro
Uptime
99.98%
Speed score
96/100
Security
Secure

“ac repair near me”Search position14 2

Insights & Customization

Know what is working. Make it yours.

See which jobs and lead sources pay off, then tailor your workspace to the way your team works.

  • Revenue & job profitability
  • Lead source performance
  • Tailor pages, groups, and permissions
Business performanceMar–Aug · Example
Revenue
$142,800
Gross profit
$58,800
Gross margin
41%
Revenue & job costsRevenueJob costs
Monthly revenue, job costs, and gross profit in dollars
MonthRevenueJob costsGross profit
Mar16800108006000
Apr19200120007200
May22200132009000
Jun258001500010800
Jul282001620012000
Aug306001680013800
Referrals67%6 won / 9 leads
Google Ads32%7 won / 22 leads
Make it your viewCustom pages, groups & permissions

Insights & Customization

Know what works. Make it yours.

Revenue, job costs, and lead sources - clearly in view.

  • Revenue & job profitability
  • Lead source performance
  • Tailor pages, groups, and permissions
Business performanceMar - Aug
Revenue
$142,800
Gross profit
$58,800
Gross margin
41%
Revenue & job costs
RevenueJob costs
Referrals67% close rateGoogle Ads32% close rate

Your pages. Your team's view.

Connected to everything you use.

PracticPro syncs with your email, calendar, and accounting - and supports the Model Context Protocol (MCP) so any AI assistant can connect directly to your business data.

Gmail Gmail
Google Calendar Google Calendar
QuickBooks
Claude
ChatGPT
Gemini
Zapier
Make
n8n
Cursor
WordPress
Learn more

Your questions, answered

Security
How secure is my business data on PracticPro?

PracticPro takes data security seriously. We implement enterprise-grade security measures, including data encryption, secure access controls, regular security audits, and compliance with industry standards. Your business data is protected at every level of our platform.

Support
Does PracticPro offer training and or support?

Absolutely! We offer both training and support! Our goal is for you to maximize the use of every feature PracticPro has to offer, it was created by business owners for business owners.

Pricing
How much does PracticPro cost?

Plans start at just $89/month with 4 different packages to choose from. Whether you're a solo contractor or managing a growing team, there's a plan that fits your needs and budget. No hidden fees, no surprises.

Industry
How can I determine if PracticPro is right for my business?

If your business provides any home service such as construction, plumbing, electrical, locksmith, garage doors and gates, solar systems and many more, PracticPro is the right choice for you. Check out our Use Cases section to learn more!

Features
How does PracticPro improve my business operations?

PracticPro streamlines your business operations by providing an all-in-one platform for organization management, workflow automation, communication, and online presence. This integration eliminates the need for multiple tools and reduces operational overhead. Say goodbye to multiple softwares and logins, manage your entire operation in one dashboard.

Migration
Can I transfer my existing data to PracticPro?

Yes! Regardless of what system you have in place today like spreadsheets or any other CRM, PracticPro will assist with migrating and embedding your data into all the correct PracticPro corresponding features for a smooth transition.

Don't see your question?

Ready to streamline your business?

Join service professionals who save hours every week with PracticPro.

Schedule a Call Get Demo