Eliminate administrative burdens and streamline each step of the workflow with user-friendly technology.

  • Intuitive project management
  • Multi-channel communication
  • Advanced workflow automation
PracticPro Dashboard
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

Comprehensive Feature List

Powerful tools to streamline every aspect of your business

File Management

Organize and share files with team members and clients. Keep all your important documents in one secure location.

  • Smart folder organization
  • Secure file sharing
  • Version history tracking
Files
John Doe / Repair Project #9142 / Files
New File
New Folder
Upload
From Camera
5 files
Client Contracts
3 files
Signed client proposal
184 KB • Today
View
Download
Email
Delete
Show process.mp4
5.8 MB • Yesterday
View
Download
Email
Delete
Shared timeline and budget
2.4 MB • Yesterday
View
Download
Email
Delete

Templates & Signatures

Easily create, edit, and manage reusable document templates. Streamline contracts and proposals.

  • Create document templates
  • Upload PDF or DOCX
  • Integrated e-signature functionality
John Job Contract
Service Agreement

THIS SERVICE AGREEMENT (the "Agreement") is made between Our Own Company ("Provider") and John Doe ("Client").

1. SERVICES. Provider agrees to provide the following services to Client: Service strategy and or repair something.

2. TERM. This Agreement will maybe begin on April 1, 2027 and continue for 12 months, unless terminated earlier as set forth in this example Agreement which not really taking affect.

Client Signature
Date
___ / ___ / _______

Scheduling

Coordinate schedule, tasks, and deadlines efficiently. Stay synchronized and on-track.

  • Visual calendar management
  • Schedule tracking
  • Two-way calendar syncing
Good Morning, John!
June 7-11, 2027
Mon 7
Tue 8
Wed 9
Thu 10
Fri 11
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
6 PM
Team Breakfast
9-10 AM
Client Meeting
10-11:30 AM
Project Approval
9:30-11:30 AM
Client Meeting
10-11:30 AM
Sales Training
12-1 PM
Post Cleanup
1-2:30 PM
On-Site Repair
10 - 11 AM
Lead on site
11 AM - 12 PM
Lead Over Call
2-4 PM
Project Review
5-6:30 PM

Invoicing & Accounting

Generate invoices and track financial data. Keep your finances organized and transparent.

  • Line items and templates
  • Automatic payment reminders
  • Financial reporting & forecasting
Financial Dashboard
Invoiced
$24,500
Paid
$18,300
Outstanding
$6,200
#INV-037
Acme Corp
$3,500
#INV-148
XYZ Services
$725
Pending
#INV-374
Global Industries
$1,250
#INV-031
Company Client Corp
$8,500
#INV-483
Acme Corp
$2,400
Pending

Online Payment

Accept payments directly through the platform. Make it easy for clients to pay you.

  • Zero fees on check payments
  • Automatic payment reconciliation
  • Connect your processor
Send a Payment
Invoice INV012
Balance due $900.00
Payment Method
Pay with Check
Check Camera Upload:
Check Front
Check Back
Submit

E-Mail & Post Mail

Manage all emails from a single dashboard. Seamless sending of files, reminders invoices and more.

  • Branded design templates
  • Read status
  • Send from your address
E-Mails

Virtual Phone

Manage calls and texts with virtual phone numbers. Stay connected from anywhere.

  • Local and toll-free numbers
  • Forwarding & routing
  • Push notifications
Conversations
Recent
Unread
Favorites
Chris Miller
Perfect, I'll prepare the documentation for our meeting
11:23 AM
(555) 312-3129
I have a question about the new pricing structure
10:15 AM
Jordan Parker
Thanks for your help with the project last week
Yesterday
(555) 331-3123
Can we reschedule our meeting to Thursday?
Tuesday
John Doe
The invoice looks great let's please
Tuesday

Contacts

Centralize and manage all client information. Keep track of client interactions and project history.

  • Comprehensive contact profiles
  • Communication history tracking
  • Project and interaction timelines
Contact Page
Alex Bennett
(555) 123-3122
Dana Taylor
Jordan Smith
Morgan Roberts
(555) 313-7112
(555) 534-2563
(555) 211-9779

Alex Bennett

123 Main St - Repair Job
Call
Text
Email
Map
Projects
2 Active
Lead Source
Referral
Location
123 Main St
San Francisco, 91123 CA
Status
Active
Lastest
Called 2 hours ago

Activity

Email: Campaign
Sent docs
Today
Meeting: Review
Performance
Yesterday
Call: Update
Timeline
Mar 8

Website

Build and optimize your online presence. Get found by potential clients online.

  • Professional website manager
  • SEO tools
  • Secured & high performance hosting
My Own Website
WordPress
myownwebsite.com
Content Queue
Blog Post How Much Does It Cost To Repair
Landing Page Main Service Page
Blog Post How To Modern Trends
Blog Post Should I Repair My? Repair Cost vs Value
Ranking History +12 positions
JD
Is the blog post live yet?
6 hours ago
SP
Just published it 10 minutes ago.
5 hours ago
JD
Nice. Let's see the comments we get!
5 hours ago
SP
Can't wait, best article ever
4 hours ago
JD
Agreed.
3 hours ago

Insights

Gain valuable insights with data analytics and reporting. Make data-driven decisions.

  • Custom reporting dashboard
  • Visual data presentations
  • Business performance metrics
Analytics Dashboard
Last 30 days
Revenue
$187,492
8.3%
Customers
1,458
12.7%
Avg.
$842
3.1%
Top Performing Lead Sources
Performance
This Month
Last Month

Your Rules, Their Access

Give the right access to anyone you choose, with complete control over what they can see and do. Design the rules from the ground up to match your exact need. Examples include:

Customers

Clients with access to track progress, view and share some files, invoices and payments.

Team Member

Assign roles and permissions to your team members based on their responsibilities.

Associates

Provide controlled access to sub-contractors with limited visibility to relevant projects only.

Partners

Strategic collaborators or business partners who may be shared projects or explore performance metrics.

Customizable Rules

Control what each user can see and do with customizable permission settings.

  • Granular Access Control
  • Tailored User Experience
  • Secure and Responsive
Welcome back, John!
JD
John Doe

Welcome back, John!

You have 1 upcoming item and 1 invoice due.

View Invoice
Send Payment
Upload a File

Action Items

  • Approve Selection
  • Review & Sign Contract Addendum
  • Schedule Site Walkthrough

Project Overview

Current Project: Kitchen Remodel - Main St

Status: In Progress

Next Milestone: Electrical Inspection – April 3

Recent Messages

  • Updated drawings uploaded
    Alice S., Mar 28
  • Permit approved, moving to next stage
    Office, Mar 25

Data Security

Your sensitive company information is protected with enterprise-grade security measures.

Grow your business
using PracticPro

Every industry has unique needs,
let's discuss how PracticPro can help your business.

M.E.P Contractors

Manage service calls, schedules, and client communications seamlessly with our integrated MEP contractor toolkit.

  • Plumbing
  • Electrical
  • HVAC

Documentation

Capture before/after photos and share directly with clients through the secure portal

  • Mobile photo uploads
  • Documents e-sign
  • Client portal access

General Contractors

Coordinate construction project timelines, document sharing, and client approvals with our comprehensive construction dashboard.

Project Timeline

Schedule inspections, deliveries, and client meetings with automated reminders

  • Document templates
  • Commission distribution
  • Payment schedule

Dispatch

Centralize phone calls, SMS, and emails in one unified inbox while scheduling and dispatching field teams efficiently.

Unified Communications

Handle client calls, texts, and emails from a single dashboard with automated assignment tracking

  • Unified communication
  • Field team tracking
  • Real-time notifications

Solar

Manage solar installation projects, client documents, and scheduled panel cleaning with automated maintenance reminders.

Maintenance Scheduling

Schedule automated monthly panel cleaning reminders with client self-scheduling options

  • Recurring maintenance service
  • Client portal access
  • Professional invoicing

Garage Door & Gates

Organize installations, service calls, and maintenance schedules with digital records for all client properties.

Service Scheduling

Set up automated maintenance reminders and client notifications

  • Technician balance
  • Mobile photo uploads
  • Recurring tune-up service

Home Repairs

Streamline service calls, client approvals, and invoicing with customizable digital templates for every job type.

  • Handyman
  • Locksmith
  • Flooring
  • Tree Services

Digital Estimates

Create professional estimates with e-signatures for immediate client approval

  • Generate invoice on-site
  • Mobile photo uploads
  • Balance management

Landscaping

Manage recurring service contracts, appointment scheduling, and automated client communications for seasonal work.

Recurring Appointments

Set up weekly, monthly or seasonal maintenance schedules with automated client notifications

  • Team availability tracking
  • Recurring scheduling
  • Client notifications

Demolition

Organize project documentation, permit filing, and client communications with specialized demolition project templates.

Document Management

Store and share permits, safety protocols, and inspection reports with secure access controls

  • Document sharing
  • Digital signatures
  • Mobile photo uploads

Roofing

Create digital estimates with photo documentation, project scheduling, and automated invoicing system.

Project Documentation

Create professional proposals with before/after photos and secure client e-signatures

  • Project timelines
  • Email notifications
  • Mobile photo uploads

Cleaning

Easily manage multiple crews with recurring jobs, automated invoices, and digital receipts.

Recurring Service

Set up weekly, monthly or seasonal schedule with customized access to the crew members

  • Team availability tracking
  • Recurring scheduling
  • Notifications

Insulation

Create digital quotes with thermal imaging documentation, client approvals, and automated scheduling for insulation projects.

Documentation

Store and share thermal imaging reports with secure client access through their portal

  • Document templates
  • Mobile photo uploads
  • Professional invoicing

Drywall & Painting

Generate professional proposals, track projects, and schedule follow-up with client timelines.

Proposals

Create digital proposal for client approval with e-signature contract completion

  • E-signature & templates
  • Mobile photo uploads
  • Professional invoicing

Frequently Asked Questions

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!

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.

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.

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.

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.

Don't see your question? Ask us directly!

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