Find the revenue leaking out of your service business — and stop it.
ProjectPal protects revenue from the first call to the final invoice — recovering the leads, follow-up, scope, and margin that slip through missed calls, weak follow-up, unclear contracts, and branch blind spots.
ProjectPal stops the 5 most expensive leaks in service companies.
Owners don’t wake up wanting “an AI operations platform.” They wake up losing leads, follow-up, scope clarity, marketing ROI, and branch control. ProjectPal closes those leaks.
Missed calls, unanswered texts, overdue callbacks, and leads waiting too long — surfaced as money, not buried in a screen.
How ProjectPal closes it Weak follow-upAI-drafted follow-up texts and estimate emails, a suggested next step and send time, plus reminders so nothing goes cold.
How ProjectPal closes it Unclear scopeProjectPal suggests core and related scope, asks the clarifying questions, and keeps price, cost, and margin under control.
How ProjectPal closes it Marketing wasteCampaign and referral attribution shows which sources, partners, and campaigns actually produce booked, paid work.
How ProjectPal closes it Branch blind spotsOne command center to compare branches on leads, conversion, production, and revenue — and find the weak one fast.
How ProjectPal closes itHow much revenue is leaking through missed calls?
A quick, honest estimate. Adjust the numbers to your business — then see where ProjectPal helps you recover it.
Illustrative estimate from your inputs — your Revenue Leak Review uses your real numbers.
Stop losing revenue between the phone call and the appointment.
The most expensive leak is the lead that called once and never heard back. ProjectPal surfaces it as money — before it goes cold.
Every missed call, unanswered text, and overdue callback shows up where leadership can act on it — not in a screen nobody checks until Friday.
- Missed calls flagged as money — not buried in a log
- Unanswered texts that still need a reply
- Leads waiting too long without a first touch
- Overdue callbacks and reminders before they go cold
- Urgent items raised the moment they matter
- AI alerts on the action that protects the deal
- Today's and tomorrow's appointments at a glance
From the first call to the final invoice — one connected flow.
ProjectPal watches every step for what needs action. Tap a step to see what happens — and which leak it closes.
Captured & attributed
Every lead from every source lands in one place — with source and referral attribution preserved end to end.
Closes: missed leadsAnswered & recorded
Inbound calls are captured and attributed — who called, from which campaign, and what they need (recorded when enabled).
Closes: missed leadsUnderstood
ProjectPal transcribes and summarizes recorded calls — intent, sentiment, what was promised, and the next best action.
Turns calls into company memoryNothing goes cold
AI drafts the follow-up text or estimate email with a suggested send time, so the lead stays warm until it books.
Closes: weak follow-upBooked & dispatched
Turn the conversation into a booked, dispatched appointment in one flow — source and referral still attached.
Closes: dropped handoffsClear, priced scope
ProjectPal turns the job into clear scope with price, cost, and margin — before work starts, not after.
Closes: unclear scopeOn track
WIP, deposits, balances, and stuck-job detection keep the job moving — and the margin intact.
Closes: messy productionCollected
Invoice straight from the contract, track open balances and double-payment risk, and protect margin to the last dollar.
Closes: margin erosionWhat worked
Referral, campaign, branch, and team ROI — so you double down on what actually produces revenue.
Closes: marketing wasteEvery call becomes company memory.
Recorded calls are transcribed and summarized — and attributed to the lead source that drove them. Who called, what they needed, what was promised, and what to do next.
The AI reads intent, sentiment, and action items, then surfaces the right move: book the appointment, save the lead, schedule the callback. Nothing depends on whether someone remembered to write it down — and the conversation stays attached to the lead and the job.
- Call recording, transcription, and AI summary — enabled on recorded calls
- Intent, sentiment, and action items read automatically
- Lead source and referral preserved with the conversation
AI you can trust — because you stay in control.
ProjectPal is designed around an Attention Engine that surfaces what needs action — and AI that proposes the next step. A human always confirms.
“Hi {first_name} — following up on your {service} request. We have availability this week. Want me to book a free estimate?”
AI reads your operation and recommends the next best action. But it never acts on its own. AI proposes; a human confirms. That is what makes it safe to put to work on a real business.
- AI proposes the next action — a person reviews and confirms
- Every action is permission-based, by role and by branch
- Strict tenant and location isolation — data never leaks across
- A full audit trail of what was proposed, by whom, and why
- Clear stop controls — you can pause the AI at any time
See every branch from one screen.
Stop waiting on weekly spreadsheets to find out a location is in trouble. Put every branch on the same scoreboard.
Multi-location visibility means you can compare branches, follow lead-source ROI, and watch production WIP roll up across the whole company — in real time, not next quarter.
- Compare branches side by side on the metrics that drive revenue
- See lead-source ROI — which sources and campaigns produce paid work
- Watch production WIP, deposits, and open balances roll up company-wide
- Spot the branch falling behind this week — not next quarter
Mobile field work, connected to the office.
ProjectPal keeps field updates from getting trapped in the truck, the notebook, or a text thread. Field teams can work from the appointment and job context, while office, dispatch, production, and leadership see the same connected record.
- Mobile app and mobile web workflows for the field
- Update jobs from the field — no waiting for the drive back to the shop
- Office, dispatch, production, and owners all see one record
One platform, connected end to end.
Each capability is strong on its own. Together, they protect revenue at every step — from the first call to the final invoice.
Communication & Call Center
A real call center where every conversation becomes a business decision.
Learn moreGoverned AI
AI woven through every module — proposing the next step, never acting alone.
Learn moreContracts & Scope
Turn a job conversation into clear, priced scope that protects margin.
Learn moreProduction
Watch jobs, deposits, and balances move so nothing stalls or slips silently.
Learn moreCommand Center
Every branch on one scoreboard, updated as the business runs.
Learn moreCampaigns
Outreach tied to real outcomes — see which message actually books work.
Learn moreReferral & Attribution
Know which sources and partners truly drive revenue, end to end.
Learn moreIndustries
Built for HVAC, plumbing, electrical, and the trades you run.
Learn moreModular by design — but the real value comes from connection.
Built for the people who run the business.
Every role sees the leaks that matter to them — and the actions that close them.
Stories from the revenue leaks service companies feel every day.
Illustrative ProjectPal scenarios — how revenue and time leak with normal software, and how ProjectPal handles the same situation differently, from the first call to the final invoice.
The missed call that should have been a booked job
A paid lead calls during the rush, no one picks up, and nobody calls back. Here is how that same call becomes a booked appointment instead of a competitor’s job.
Read the storyYour leads are not dead — they are unworked
Thousands of old and referral leads sit in spreadsheets nobody works. Here is how that backlog becomes a live, attributed campaign queue.
Read the storyWhen nobody remembers what was promised on the call
A customer was promised something on a call last week and nobody can remember what. Here is how recorded calls become company memory instead.
Read the storyThe vague scope that quietly ate the margin
A bathroom remodel is sold on a vague one-page quote. Production inherits the confusion and margin disappears. Here is how clear scope prevents it.
Read the storyIllustrative scenarios for explanation — not real customer accounts. See all stories
Integrates with the tools your team already uses.
Connect phone, SMS, email, WhatsApp, AI, calendars, and business apps into one governed workflow built for service companies — so nothing gets lost between apps.
Phone & SMS
Connect Twilio, Telnyx, or ProjectPal-managed numbers for calls, SMS, recordings, call history, and campaign outreach.
Send and receive customer emails with SendGrid — verified senders, inbound replies, attachments, AI summaries, and customer matching.
WhatsApp & Messaging
SMS today, with WhatsApp and RCS/iMessage-style channels on the roadmap — all from one communication center.
AI Providers
Use OpenAI, Anthropic, and internal AI services for summaries, support, triage, recommendations, and workflow automation.
Calendar & Dispatch
Keep appointments, crews, routes, and job status connected across the business.
Billing & Production
Tie contracts, invoices, deposits, commissions, WIP, and production status into one financial command center.
ProjectPal doesn't replace the tools you use — it connects them, governs them, and turns them into one operating system for your service business.
Third-party names are trademarks of their respective owners, shown to describe supported integrations — not partnership or endorsement.
Find the revenue leaking out of your business — and stop it.
Book a Revenue Leak Review and we’ll walk your real operation — leads, calls, follow-up, contracts, production, and branches — and show you exactly where value is slipping out, and how ProjectPal recovers it.