For service providers AI workforceIntuitiveNext-Gen CRM

one platform to run every part of your business.

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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.

Give every lead a next step.

A visual sales pipeline with customer history, conversations, and tasks kept together.

New leads

In progress

Closed jobs

Jane Henderson(512) 555-0188218 Maple Ave, Austin, TX
Conversations Notes
Up nextFollow up on the proposal
Tomorrow, 9:00 AM

Give every lead a next step.

Every lead, conversation, and task in one pipeline.

New leads

In progress

Closed jobs

Jane Henderson(512) 555-0188218 Maple Ave, Austin, TX
Conversations Notes
Up nextFollow up on the proposal
Tomorrow, 9:00 AM

Pick up where you left off.

Virtual business phones for your team, on any device.

The actual PracticPro Phone app during a call with Ellis Wong, with mute, speaker, hold, and end call controls.
PracticPro Phone app icon
PracticPro PhoneCalls, texts, and email, on any device
  • App Store
  • Google Play
  • Windows

Pick up where you left off.

Virtual business phones for your team, on any device.

The actual PracticPro Phone app during a call with Ellis Wong, with mute, speaker, hold, and end call controls.
PracticPro Phone app icon
PracticPro PhoneCalls, texts, and email, on any device
  • App Store
  • Google Play
  • Windows
TuesdayOctober 13
On-site install, Jane Henderson
Crew B · 10:00 AM - 12:00 PM
Dispatched
4412 Oak St
12 min out

The crew knows where to be.

One calendar the office and the field both trust.

The crew knows where to be.

One calendar the office and the field both trust.

TuesdayOctober 13
Dispatched
On-site install, Jane HendersonCrew B · 10:00 AM - 12:00 PM
  1. Service call, Park AveCrew A
  2. Estimate, Morgan homeCrew C
  3. AC tune-up, Lee residenceCrew B
  4. Warranty visit, Diaz homeCrew C
  5. Thermostat install, Patel homeCrew A
  6. Follow-up visit, Brooks homeCrew B
A calendar becomes a city map, with a highlighted route to the job Service van
4412 Oak St12 min out

Signed on the tailgate, filed before you drive off.

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

A signature travels from a phone to a document folder

Change Order #3

Job #2214 · Jane Henderson
Signed

Acme Home Services

Kitchen lighting$840.00

Add two recessed lights above the island.

Sign here
Jane HendersonTue, 4:18 PM
  1. Sent to Jane Henderson
  2. Opened on mobile
  3. Signed and filed
PracticPro Drive

Jobs / #2214 Jane Henderson18 files

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

Signed and filed. Job done.

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

A signature travels from a phone to a document folder

Change Order #3

Job #2214 · Jane Henderson
Signed

Acme Home Services

Kitchen lighting$840.00

Add two recessed lights above the island.

Sign here
Jane HendersonTue, 4:18 PM
  1. Sent to Jane Henderson
  2. Opened on mobile
  3. Signed and filed
PracticPro Drive

Jobs / #2214 Jane Henderson18 files

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

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.

Acme Home Services

INVOICE

INV-2214
Bill toJane Henderson
ForAC replacement
IssuedOct 13
DueOct 27
Invoice line items
DescriptionAmount
Condenser unit, 3 ton$3,900.00
Line set & labor$1,850.00
Permit$450.00
Total$6,200.00
PAID
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.

Job done. Paid in full.

Send the invoice. Collect the payment.

Acme Home Services

INVOICE

INV-2214
Bill toJane Henderson
ForAC replacement
IssuedOct 13
DueOct 27
Invoice line items
DescriptionAmount
Condenser unit, 3 ton$3,900.00
Line set & labor$1,850.00
Permit$450.00
Total$6,200.00
PAID
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.

Create checks. Collect payments.

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

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

Create checks. Collect payments.

Pay your crew and suppliers, and collect customer checks, in one checkbook.

Paper check and leather checkbook with fictional business details
Make paymentsPay your crew & suppliersCollect paymentsReceive customer checks
  • DepositJane Henderson, AC replacement+$6,200.00
  • Check #1042Crew payroll$250.00
  • Check #1041Supply Co.$640.00
  • DepositLee residence, AC tune-up+$180.00
  • Check #1040Equipment rental$320.00

Your own AI workforce.

AI employees follow your instructions. Copilot Chat helps you get things done.

Example AI team

Roles and instructions, set by you.

4 custom roles

  • Receptionist

    Answer calls and capture details.

    New inquiry saved

  • Sales assistant

    Follow up with leads.

    Follow-up sent

  • Estimator

    Prepare estimates for review.

    Estimate drafted

  • Office assistant

    Keep the day organized.

    Daily brief prepared

Copilot Chat

Ask. Find. Get it done.

You: What needs my attention?

Copilot:

Here’s where to start.

  • 3 leads to follow up with
  • 2 estimates ready for review

Your own AI workforce.

Your AI team, plus Copilot Chat to get things done.

Example AI team

Roles and instructions, set by you.

4 custom roles

  • Receptionist

    Answer calls and capture details.

    New inquiry saved

  • Sales assistant

    Follow up with leads.

    Follow-up sent

  • Estimator

    Prepare estimates for review.

    Estimate drafted

  • Office assistant

    Keep the day organized.

    Daily brief prepared

Copilot Chat

Ask. Find. Get it done.

You: What needs my attention?

Copilot:

Here’s where to start.

  • 3 leads to follow up with
  • 2 estimates ready for review

Set the rules. Work follows.

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

New lead follow-upActive
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.

Set the rules. Work follows.

Choose the trigger and the steps. Your system follows the route, every time.

New lead follow-upActive
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.

Proof from the field.

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

Worker in a hard hat photographing a panel upgrade Job site photos collected into a visual record of the project
Panel upgrade, Jane Henderson
Old fuse board with tangled wiring, before the upgrade
Before
New consumer unit with dressed wiring, after the upgrade
After

Proof from the field.

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

Job photos2 photos
Panel upgrade, Jane Henderson
Old fuse board with tangled wiring, before the upgrade
Before
New consumer unit with dressed wiring, after the upgrade
After

New 200 A panel in. Every circuit is labeled.Mike R., crew lead

Saved to the job.Ready to share with Jane.

Job site photos collected into a visual record of the projectWorker in a hard hat photographing a panel upgrade

Their project. Always in view.

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

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
New site photos6 photos from Crew B
Today
Message from DanCountertops arrive Thursday.
Mon
Last updated today at 8:11 AM

Your costs and internal notes stay private.

Their project. Always in view.

Project updates, approvals, 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
New site photos6 photos from Crew B
Today
Message from DanCountertops arrive Thursday.
Mon
Last updated today at 8:11 AM

Your costs and internal notes stay private.

Your business, beautifully online.

A website that feels like your business. Hosting, WordPress, and SEO, all managed in PracticPro.

acme.exampleLive
AcmeHOME SERVICES
Services About us Contact
A welcoming home surrounded by a leafy garden
Your home, in good handsComfort starts
at home.

Heating, cooling, and everyday
peace of mind.

Book a visit
CoolingHeatingAir quality
Your site. Your brand.Connected to PracticProHostingWordPressSEO

Your business, beautifully online.

Hosting, WordPress, and SEO. All managed in PracticPro.

acme.exampleLive
AcmeHOME SERVICES
Services About us Contact
A welcoming home surrounded by a leafy garden
Your home, in good handsComfort starts
at home.

Heating, cooling, and everyday
peace of mind.

Book a visit
CoolingHeatingAir quality
Your site. Your brand.Connected to PracticProHostingWordPressSEO

Know what’s working.

Revenue, profit, and lead performance—in a workspace tailored to your team.

Business overviewMar–Aug · Example data
Total revenue
$142,800
Across six months
Gross profit
$58,800
Revenue less job costs
Gross margin
41%
Of total revenue
Revenue & job costs
RevenueJob costs
Example monthly revenue, job costs and gross profit, in dollars
MonthRevenueJob costsGross profit
Mar16800108006000
Apr19200120007200
May22200132009000
Jun258001500010800
Jul282001620012000
Aug306001680013800
Lead performanceClose rate by source
Referrals67%

6 won from 9 leads

Google Ads32%

7 won from 22 leads

See where your best leads come from.

Know what’s working.

Revenue, profit, and lead performance. A view built around your team.

Business overviewMar–Aug · Example data
Revenue
$142,800
Across six months
Gross profit
$58,800
Revenue less job costs
Margin
41%
Of total revenue
Revenue & job costs
RevenueJob costs
Example monthly revenue, job costs and gross profit, in dollars
MonthRevenueJob costsGross profit
Mar16800108006000
Apr19200120007200
May22200132009000
Jun258001500010800
Jul282001620012000
Aug306001680013800
Lead performanceClose rate by source
Referrals67%

6 won from 9 leads

Google Ads32%

7 won from 22 leads

See where your best leads come from.
Integrations & AI

Connected to everything you use.

Keep your email, calendar, and accounting in sync. Connect your AI assistant to your business data through Model Context Protocol (MCP).

  • Gmail
  • Google Calendar
  • QuickBooks
  • Claude
  • ChatGPT
  • Gemini
  • Grok
  • Zapier
  • Make
  • n8n
  • Cursor
  • WordPress
Explore the MCP server

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. Data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256. Your business data is protected at every level of our platform.

Support

Does PracticPro offer training and 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!

AI assistants

Can I connect ChatGPT, Claude or another AI assistant to PracticPro?

Yes. PracticPro has an official MCP (Model Context Protocol) server at https://mcp.practicpro.com/mcp. Connect Claude, ChatGPT, Gemini, Microsoft Copilot Studio, Cursor or any other MCP-compatible assistant, sign in with your PracticPro user, and the assistant can look up and update your contacts, jobs, estimates, invoices, payments and documents in plain English, with exactly that user's permissions.

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.

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