Put AI to work on the whole job — from the first call to the final invoice.
ProjectPal is one platform where governed AI proposes the next best action across calls, follow-up, scope, production, and reporting — and a human always confirms. Stop stitching together a phone system, a CRM, a quoting tool, and three spreadsheets.
AI proposes. You confirm. Permissioned, isolated, and audited by design.
“Hi {first_name} — following up on your {service} request. We have availability this week. Want me to book a free estimate?”
AI across every stage of the job — not five disconnected tools.
Most software helps with one slice of the work. ProjectPal connects the whole lead-to-cash spine, with AI proposing the next step at each handoff and a person confirming it.
Catch the call
AI flags missed calls and unanswered texts as money — not log entries. The lead that called once and never heard back surfaces where someone can act on it.
ExploreRecover the follow-up
Overdue callbacks, cold quotes, and waiting leads are raised before they go quiet. AI proposes the next touch; a person confirms and sends it.
ExploreWin the job
Turn a job conversation into clear, priced scope from a 1,000+ item library — so pricing is consistent and margin is protected before production starts.
ExploreRun production
Watch jobs, deposits, and open balances move so nothing stalls or slips silently between the sale and the final invoice.
ExploreProve & reactivate
See which sources, campaigns, and partners actually produce paid work — then work old lists and referrals that are sitting cold.
ExploreAI you can put to work — because you stay in control.
The reason owners hesitate on AI is trust. ProjectPal is built so AI never acts alone.
“Hi {first_name} — following up on your {service} request. We have availability this week. Want me to book a free estimate?”
ProjectPal reads your operation and recommends the next best action — book the appointment, save the lead, send the follow-up, flag the stalled job. But it 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
Replace the patchwork with one connected system.
When your phone system, CRM, quoting tool, and spreadsheets don't talk, revenue leaks in the gaps between them. ProjectPal connects the whole operation so the call, the follow-up, the contract, the job, and the invoice all stay attached to the same record.
- A real call center — calls, SMS, voicemail, and recordings in one place
- AI woven through every module, not bolted on as a separate chatbot
- Contracts, scope, pricing, cost, and margin — connected to the job
- Production, deposits, and balances rolled up company-wide
- Every branch on one scoreboard for owners and operators
- Lead-source and referral attribution tied to real revenue
Each capability is strong alone. Connected, they protect revenue.
Modular by design — but the value comes from connection, with AI proposing the next step at every step.
Communication & Call Center
Every conversation becomes a business decision.
Learn moreAI Operations
Governed AI that proposes the next step — never acting alone.
Learn moreContracts & Scope
Job conversation to clear, priced scope that protects margin.
Learn moreProduction
See jobs, deposits, and balances before they stall.
Learn moreCommand Center
Every branch on one connected scoreboard.
Learn moreMobile Field Workflows
Field updates connected to the office in real time.
Learn moreRecorded calls become searchable company memory.
When recording is enabled, calls can be transcribed and summarized — who called, what they needed, what was promised, and what to do next — and attributed to the lead source that drove them. Nothing depends on whether someone remembered to write it down.
- Recording, transcription, and AI summary on enabled calls
- Intent, sentiment, and action items read automatically
- Lead source and referral preserved with the conversation
ProjectPal AI, answered honestly
Is ProjectPal just another AI chatbot?
No. ProjectPal is an AI operations platform built around the real lead-to-cash workflow of a service company. AI is woven through communication, follow-up, scope, production, and reporting — proposing the next best action while a human stays in control.
Does the AI take actions on its own?
No. AI proposes and a person confirms wherever approval is required. Every action is permission-based by role and by branch, fully audited, and you can pause the AI at any time.
Do I have to replace my phone system to use the AI features?
No. ProjectPal works alongside your existing phone, SMS, and email. Recorded and enabled calls can be transcribed, summarized, and tied back to the customer or job — without ripping out what you use today.
We run multiple locations. Does the AI respect that?
Yes. Tenant and location isolation is built in. Permissions, data, and AI suggestions stay scoped to the right branch, and owners get a command center that compares branches on the metrics that drive revenue.
How do I see whether this fits my operation?
Book a Revenue Leak Review — a 30-minute business review, not a software tour. We map how your company handles leads, calls, follow-up, contracts, production, and reporting, then show exactly where revenue is leaking and how ProjectPal recovers it.
See exactly where AI can recover revenue in your operation.
Book a Revenue Leak Review and we'll walk your real operation — leads, calls, follow-up, contracts, production, and branches — and show where governed AI proposes the next move that protects the deal.