# PracticPro > PracticPro is an all-in-one business management platform for home-service and field-service businesses. It puts CRM and sales pipeline, business phone numbers and messaging, scheduling and dispatch, documents and e-signatures, invoicing and payments, a business checkbook, AI employees, workflow automations, job-site photos, a branded client portal, website hosting and business insights in one system with one login. PracticPro replaces the stack of separate apps a home-service business usually runs - a CRM, a business phone system, a scheduling calendar, invoicing and payments, e-signature, file storage, a website host - with one platform and one login, used by the office and the field crew alike. Plans start at $89 per month, with 4 packages, from solo contractors to growing teams. AI assistants such as Claude, ChatGPT and Gemini can connect to a PracticPro account through PracticPro's official MCP server. Built for home-service and field-service trades including general contractors, construction, plumbing, electrical, HVAC and other MEP contractors, roofing, solar, landscaping, cleaning, drywall and painting, insulation, locksmiths, and garage doors and gates. - Website: https://practicpro.com/ - Company: PracticPro LLC, 6700 Platt Avenue, West Hills, CA 91307, USA - Email: contact@practicpro.com - Phone: +1-855-717-0208 - Sign in: https://portal.practicpro.com/ ## Connect an AI assistant: the PracticPro MCP server PracticPro runs an official remote MCP (Model Context Protocol) server. Connect it to Claude, ChatGPT, Gemini, Microsoft Copilot Studio, Perplexity, Grok, Mistral, Cursor, VS Code, Claude Code or any other MCP client, sign in with a PracticPro user, and the assistant can look up and update contacts, jobs, estimates, invoices, payments and documents in plain English, with exactly that user's permissions. - MCP server URL: https://mcp.practicpro.com/mcp - Transport: Streamable HTTP (remote server, nothing to install) - Authentication: OAuth 2.1 authorization code flow with PKCE (S256). Clients register themselves automatically (dynamic client registration) and the user signs in with their PracticPro username. - Claude Code: `claude mcp add --transport http practicpro https://mcp.practicpro.com/mcp` - [PracticPro MCP server documentation](https://practicpro.com/mcp.md): what an assistant can do, how to connect each assistant, and how access is controlled. - [Setup guide](https://mcp.practicpro.com/): step-by-step instructions and one-click install links for each assistant. - [AI Catalog](https://practicpro.com/.well-known/ai-catalog.json): machine-readable MCP server card (name, version, endpoint, supported protocol versions). - Markdown versions: every page on this site is available as markdown - append `.md` to its URL (the homepage is https://practicpro.com/index.html.md) or request it with `Accept: text/markdown`. ## Features - [CRM & Pipeline](https://practicpro.com/#features/crm): A visual sales pipeline with customer history, conversations, and tasks kept together. - [Communication](https://practicpro.com/#features/communication): Virtual business phones for your team, on any device. - [Scheduling & Dispatch](https://practicpro.com/#features/scheduling): One calendar the office and the field both trust. - [Documents & e-Sign](https://practicpro.com/#features/documents): Contracts, change orders, and approvals without hunting for a printer. - [Invoices & Payments](https://practicpro.com/#features/invoices): Send professional invoices straight from the job. Give customers an easy way to pay, and let reminders handle the follow-up. - [Checkbook](https://practicpro.com/#features/checkbook): Pay your crew and suppliers. Collect checks from customers. Keep both sides of the job in one checkbook. - [AI Workforce](https://practicpro.com/#features/ai-workforce): AI employees follow your instructions. Copilot Chat helps you get things done. - [Automations](https://practicpro.com/#features/automations): Choose what starts the process and what happens next. Your system follows the same route, every time. - [Job Site Camera](https://practicpro.com/#features/job-site-camera): Photos and video tied to the job, not buried in someone's phone. - [Client Portal](https://practicpro.com/#features/client-portal): Give customers a simple place to check progress, approve changes, and pay. All under your brand. - [Websites](https://practicpro.com/#features/websites): Hosting, WordPress, and SEO behind the login you already use. - [Insights & Customization](https://practicpro.com/#features/insights): See which jobs and lead sources pay off, then tailor your workspace to the way your team works. ## What PracticPro does, area by area A closer look at each part of PracticPro, beyond the feature list above. ### Contacts and CRM - Every call, text, email, project, appointment, invoice, payment and file for a client lives on that contact's page. - One form creates a new lead, books the first meeting and assigns the salesperson; a lead becomes a client on the same record, with nothing to convert. - Contacts can be tagged, tracked by lead source and filtered by their work or by an area drawn on a map, and a filter can be saved as an audience that stays current. - PracticPro warns about duplicate contacts, can send one statement covering several projects, and shows what a client has opened. - Contacts can be imported in bulk from CSV or Excel with column mapping, and an import can be undone. - Data Sources turn website form submissions and partner leads into contacts automatically, with nobody retyping them. ### Projects and work items - Each project (companies can call it a job, case or account instead) has its own schedule, files, team and books showing sales, collected and pending amounts. - A project holds work items: each agreed, priced piece of work, such as the original sale, a change order or a work order. Work items move through workflow stages you define, which gives a pipeline view. - Creating a project can create its priced work item and a draft proposal in one step, and converting a meeting into a project carries over the address, team and photos. - Work items can be moved to another project or split into their own, and projects can be flagged for follow-up, shown on a map or restricted to named people. ### Scheduling, tasks and calendar - Activities can invite team members, contacts or any email address, and invitees confirm or decline from a link without signing in. - Reminders go out ahead of each activity on the channels you choose, activities can repeat or add linked follow-up visits, and they can carry a Google Meet link. - Visit checklists can require a photo for each item and a written visit report, and can be saved as templates. - Each project has calendar, Gantt and task views; Gantt dependencies can schedule the next item automatically, and tasks have due dates and can be completed in bulk. - Activities sync to Google Calendar, and Google's own events can optionally be shown in PracticPro too. ### Phone, texting and call handling - Each person chooses whether calls ring in the browser, in the PracticPro phone app or on their own cell phone, while clients always see the company number. - Companies can get local or toll-free numbers, port numbers they already own, connect their own carrier account, or put a company number on a phone with a SIM card or eSIM. - Call routes combine recorded or spoken greetings, keypress menus, the people or teams to ring, and voicemail. - A number can text missed callers back automatically, and photos clients text in can be filed onto their project in one tap. - Recorded calls are transcribed automatically, with optional AI summaries of key points and action items. - Supervisors can listen in on a live call, whisper to the team member without the client hearing, or join the call. ### Email - Emails PracticPro prepares, such as invoices and reminders, wait as drafts for review, and sent email is filed on the contact's record. - One email can go to everyone together or as separate private copies, including to a saved audience. - Sends can be scheduled, carry stored files as attachments, use templates that fill in client details, and go out from the company address or your own. ### Documents, e-signature, files and photos - Proposals, contracts and forms are built from templates with your header, the client's details, shared sections and a priced line-item table. - Documents can collect text, dates, choices, file uploads, signatures and separate initials, and can be sent by email, text, link or QR code. - Signers accept an e-signature disclosure first, and every finalized document comes with a Certificate of Completion audit trail. - Finalizing locks the signed document, approves the work and can create the invoice from the document's line items. - An answer on one document can start a follow-up document, and corrections a client makes can update your records automatically. - Files attach to projects, work items, activities, contacts, team members and money records, such as a receipt on an expense. - The job site camera files photos to the nearby project, keeps working with no signal, and accepts files from the phone's share menu. ### Invoices, payments and expenses - Invoices move from draft to due to paid, with a reusable line-item catalog, cloning and automatic receipts. - Milestone billing (deposit, progress and final payments) works by splitting the agreement's invoice, so each payment stays tied to the line items the client agreed to. - One payment request link lets a client pay several invoices at once, even across projects, and clients can pay a request by photographing both sides of a check on their phone. - Reimbursement invoices bill clients back for costs you fronted, and stay out of sales and commission. - QuickBooks Online sync covers customers, projects, vendors, bills, expenses, estimates, invoices and payments, with the sync direction set for each type. ### Paying subcontractors, sales reps and crews - Each assignment sets how a person is paid on a project: a flat amount, a share of collections, a share of profit, or a mix. - Assignees submit invoices, reimbursements or one bundled payment request for you to approve. - Commission can be split by each person's stake, taken after admin fees such as lead costs, and adjusted by hand. - An assignee can be settled across all their projects in one payment and emailed a statement. - The Checkbook prints numbered checks, signs and emails them, reconciles cleared checks, and prints a line anyone can use to verify a check. ### Client portal, subcontractor portal and team access - Clients sign in to see their projects, schedule, invoices, payments and files, and can pay, confirm appointments and upload documents. - You choose per client what they can see, and can view the portal exactly as that client does. - Subcontractors get a simpler portal with their assignments, files, invoices, reimbursements, pay history and payment requests. - Team access combines role-group permissions, a records filter (for example by region), and access lists on individual items. ### Automations - Automations (called scenarios) start from events on records, statuses, payments, documents, emails, calls and texts, or from timers such as "invoice overdue" or "nothing happened for a number of days". - Steps can send messages, send documents for signature, wait, branch, update records, create tasks, invoices or projects, ask the client to pay, or call a webhook. - Exit conditions, quiet hours, test runs, run history and applying a scenario to existing records are built in. ### Custom fields, lists, dashboards and insights - Custom fields can be added to most record types, made required, conditional or restricted, and filtered and reported on. - Company lists set project types, tags, lead sources and payment methods. - Custom pages can be filtered lists, formula tables, dashboards or Kanban boards that can be charted, drilled into, printed or exported. - Insights compares each metric with the previous period, from collections and sales to days-to-approval and inbound calls. ### Websites - Hosted websites open WordPress admin in one click, keep site logins stored, and track which search keywords the site gains or loses. - Site maintenance tools, backup restores and a higher protection level for a site under attack are available from the same dashboard. - Posts and pages can be edited in PracticPro, and a content queue runs from order to publish. ### AI - The built-in AI Assistant answers questions about your own records, remembers your preferences and takes voice input. - AI agents can answer the company's phone numbers and texts as a receptionist, with a chosen voice, language and knowledge base, and can be tested in a preview conversation first. - AI agents also run scheduled tasks from plain instructions and keep a history of every run. - Outside assistants such as Claude and ChatGPT connect through the PracticPro MCP server, described above. ### Account, search and safety - Your logo and colors appear on invoices, documents, emails, your login page and link previews. - Notifications arrive in the app, by push and by text, and tagging someone in a comment notifies them. - One search covers contacts, projects, invoices, files, websites and help articles, with field filters. - Deleted records go to Trash and are restored together with everything under them. ## How a job flows through PracticPro 1. Create the contact and book the first meeting on the same form. 2. Hold the meeting, then convert it into a project. 3. Enter a price and pick a template, which creates the work item and a draft proposal. 4. Release the proposal for signing (PracticPro calls this officializing) and send it; the client signs. 5. Finalize: the work is approved, the project moves into progress, and the invoice is created. 6. Bill in milestones if needed, send each invoice, and record the payments. 7. Fully paid work completes itself; close the project when everything is done. Extra work later becomes a new work item on the same project. ## PracticPro terms - **Project**: one piece of work for one contact. Companies can rename it, for example to Job, Case or Account. - **Contact**: someone who pays you. Leads and clients are the same record. - **Work item**: one agreed, priced piece of work on a project, such as a sale, change order or work order. - **Approved**: a work item the client agreed to, so it counts as sales. - **Assignee**: someone you pay, such as a subcontractor, salesperson, technician or vendor. - **Assignment**: one assignee on one project, holding how they are paid. - **Activity**: anything scheduled at a time. A **task** has a due date but no calendar slot. - **Officialize**: release a document so recipients can open and sign it. - **Finalize**: lock a signed document and approve its work, usually creating the invoice. - **Transaction**: money that actually moved, in or out. - **Payment request**: for clients, one link to pay several invoices; for assignees, a bundle asking you to pay them. - **Reimbursement**: billing a client for a cost you fronted, or owing an assignee for one they fronted. - **Stake**: an assignee's percentage share of a project's commission. - **Admin fee**: a referral, platform or lead cost taken from an assignee's share before commission. - **Scenario**: an automation, a trigger followed by steps. ## Questions and answers Full answers are on the homepage and in its markdown version, https://practicpro.com/index.html.md. - [How secure is my business data on PracticPro?](https://practicpro.com/#faq): PracticPro takes data security seriously. We implement enterprise-grade security measures, including data encryption, secure access controls, regular security audits, ... - [Does PracticPro offer training and support?](https://practicpro.com/#faq): 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... - [How much does PracticPro cost?](https://practicpro.com/#faq): 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 need... - [How can I determine if PracticPro is right for my business?](https://practicpro.com/#faq): If your business provides any home service such as construction, plumbing, electrical, locksmith, garage doors and gates, solar systems and many more, PracticPro is th... - [Can I connect ChatGPT, Claude or another AI assistant to PracticPro?](https://practicpro.com/#faq): Yes. PracticPro has an official MCP (Model Context Protocol) server at https://mcp.practicpro.com/mcp. Connect Claude, ChatGPT, Gemini, Microsoft Copilot Studio, Curso... - [Can I transfer my existing data to PracticPro?](https://practicpro.com/#faq): 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 c... ## Get started - [Book a demo](https://practicpro.com/demo): A personalized walkthrough of PracticPro for your business. - [Schedule a call](https://practicpro.com/schedule): A 30-minute call with the PracticPro team. - [Contact](https://practicpro.com/contact.md): Questions, sales and support. - [Use cases by trade](https://practicpro.com/use-cases.md): How different home-service trades use PracticPro. ## Trust, security and data - [Trust Center](https://practicpro.com/trust.md): Data processing, security, AI and sub-processor commitments in one place. - [Security overview](https://practicpro.com/trust/security.md): Encryption in transit with TLS 1.2 or higher and at rest with AES-256, infrastructure, and access controls. - [AI data handling](https://practicpro.com/trust/ai.md): How PracticPro handles customer data when AI features, the Copilot or external assistants connected through MCP are used. - [Sub-processors](https://practicpro.com/trust/sub-processors.md): The third parties PracticPro uses to provide the service. - [Data Processing Addendum](https://practicpro.com/trust/dpa.md): The DPA that governs PracticPro's processing of customer data. - [Vulnerability disclosure](https://practicpro.com/trust/vulnerability-disclosure.md): How to report a security issue; also in [security.txt](https://practicpro.com/.well-known/security.txt). - [Privacy Policy](https://practicpro.com/privacy.md) - [Terms of Service](https://practicpro.com/terms.md) - [Acceptable Use Policy](https://practicpro.com/acceptable-use.md) ## Blog - [Introducing PracticPro](https://practicpro.com/blog/introducing-practicpro.md): Learn how PracticPro revolutionizes business management for service-based companies with our comprehensive platform designed to streamline operations. (Published 2025-03-31) ## Optional - [Full text](https://practicpro.com/llms-full.txt): Every page and blog post on practicpro.com in one markdown file. - [Sitemap](https://practicpro.com/sitemap.xml): Every public page. - [Blog feed](https://practicpro.com/blog/feed.xml): RSS feed of new posts. - [Affiliate program](https://practicpro.com/affiliate.md): Earn commissions by referring businesses to PracticPro. - [Investors](https://practicpro.com/investors.md): Investment information. - [Cookie Policy](https://practicpro.com/cookies.md) - [CCPA notice template](https://practicpro.com/trust/ccpa-notice-template.md): A notice-at-collection template PracticPro customers can use on their own forms.