One command center for every branch, team, and market.
When you run multiple locations, brands, or territories, the hardest problem isn't doing the work — it's seeing it. ProjectPal gives leadership one live view of the entire operation while every local team stays focused on the customer in front of them.
- Every branch on one scorecard — no exports, no stitching
- Tenant & branch isolation, permissions by role and responsibility
- Attribution that follows the lead from first call to paid invoice
Stop running ten businesses that never talk to each other.
Most multi-location operators don't lack data — they lack one place to compare it. ProjectPal normalizes every branch onto the same model so a number means the same thing everywhere.
Each location runs its own day — its own calls, dispatch, contracts, and crews. But the operating reality is that they're one company. ProjectPal keeps local teams autonomous while rolling everything up into a single, branch-by-branch comparison for the people accountable for the whole.
- Compare leads, booked jobs, revenue, and margin across every branch in seconds
- Drill from a company-wide number straight into the location, team, or job behind it
- Surface the branch that's lagging this week — not in next month's report
- One operating model that new acquisitions and new locations slot straight into
The numbers that actually move the business.
ProjectPal is built around the full operating lifecycle — Lead, Call, Customer, Appointment, Contract, Job, Invoice, Referral — so the command center reflects how money is really made, not just how the calendar fills up.
Compare location performance
Stack every branch side by side — leads, booked jobs, revenue, and margin — on one screen. Spot the location that is quietly slipping before it shows up in the monthly numbers.
Lead source ROI by branch
See which channels actually convert in each market. The campaign that prints money in Dallas may be dead weight in Tampa — now you can fund what works, market by market.
Call response & conversion
Track answer rates, missed calls, and call-to-booked conversion per location. Every missed call is a customer a competitor is happy to take instead.
Production bottlenecks
Watch work-in-progress, stuck jobs, and aging deposits across the whole operation. Find the branch where revenue is sitting in limbo before it becomes a cash-flow problem.
Referral partner value
Quantify which partners, agents, and referral relationships drive real revenue — by branch and across the company — so you invest in the relationships that pay you back.
Campaign performance
Roll campaign sends, replies, and downstream booked revenue into one view. Attribution follows the lead all the way to the invoice, not just the click.
Job margin visibility
Move past top-line revenue to the number that matters: profit. Compare margin by branch, by job type, and by crew — and catch the work that looks busy but loses money.
Team accountability
Tie outcomes to people and locations with a clear, auditable trail. Coach with facts instead of anecdotes, and reward the teams genuinely moving the business forward.
Full visibility for leadership. Focus for the field.
Visibility shouldn't mean every dispatcher seeing every branch's books, or every manager touching another market's data. ProjectPal draws the lines for you — by role, by branch, and by responsibility.
- Permissions by role, branch, and responsibility — people see exactly what their job needs, and nothing it doesn't.
- Local teams stay focused on their own calls, jobs, and customers — no cross-branch noise.
- Leadership keeps the full picture — every branch, rolled up, in real time.
- Tenant & branch isolation is enforced at the data layer — not by hoping people stay in their lane.
- Audit trails on everything — who changed what, where, and when, including every AI-proposed action a human confirmed.
The same governance that protects each location is what lets a regional VP or owner safely see across all of them. AI proposes, a human confirms, and every action is permissioned and logged.
- Owner / Regional VP All branches · full picture
- Branch Manager Own location only
- Dispatcher / Field Assigned work only
Made for companies with more than one location to protect.
If a single screen of branch performance would change how you run the week, ProjectPal was built for you.
Multi-location & regional operators
Two branches or twenty — get one consolidated picture without stitching together spreadsheets, exports, and a dozen logins.
Franchise groups
Standardize the operating model across franchisees while keeping each location independent, isolated, and accountable to the same scorecard.
PE-backed home-service platforms
Roll up acquisitions onto one operating system. Compare like-for-like across the portfolio and protect the revenue you just paid a multiple for.
Agencies managing lead flow
Manage and report on lead flow for many operators at once, with clean attribution from first touch through to booked, closed, and paid.
For a deeper look at how the command center adapts to your trade and structure, explore multi-location operators .
Know which partners, campaigns, and sources actually produce revenue.
You spend real money on ads, lead lists, and referral relationships — and most operators can't prove which ones produce booked, paid work. ProjectPal follows the lead from its source all the way to the paid invoice, so marketing spend stops being a guess.
The cost-per-click report tells you what got a click. It can't tell you which referral partner sent the job that paid your payroll. ProjectPal closes that gap by attaching the source to the lead at the point of entry and carrying it through every stage of the lifecycle.
- Partner / source
Every referral partner, agent, campaign, and lead channel is tagged at the point of entry.
- Appointment created
The source rides with the lead into the booked appointment — no manual re-keying.
- Contract value
When scope is signed, the contract value attaches back to the partner or campaign that produced it.
- Invoice paid
Attribution survives all the way to the paid invoice — not just the click or the call.
- Branch / team outcome
Every dollar rolls up by location and team, so you see what produces booked, paid work — by market.
Stop funding the channel that looks busy and starving the partner that quietly produces your best jobs. Fund what produces paid work — branch by branch.
The bought lead list looks active — but produces the least paid work of any channel.
One screen for the things that leak revenue quietly.
Missed calls, stuck production, aging deposits, and unclear branch performance rarely show up as a single alarm — they erode the numbers slowly. The command center puts them where you can act before they cost you.
Missed-call recovery
Every unanswered call surfaced with caller, branch, and follow-up status — so no lead quietly slips away.
Production & WIP
Work-in-progress, stuck jobs, and aging timelines across every branch in one operational view.
Deposits & open balances
See deposits outstanding and balances aging before they turn into a cash-flow problem.
Job-level detail
Drill from a company number straight into the customer, contract, and crew behind it.
Branch comparison
Stack every location side by side on the same scorecard — leads, revenue, and margin.
ProjectPal is designed around an Attention Engine that surfaces what needs action — so the command center points you at the leak, not just the dashboard.
Where office chaos becomes control
Dispatch and calendar visibility are where office chaos either becomes control or becomes lost revenue. ProjectPal ties scheduling and dispatch to the whole lead-to-cash flow — so a booked call becomes a dispatched appointment and a tracked job, not a loose end on a calendar.
Appointments & scheduling
Book and schedule against real capacity with the customer history in hand — so the daily calendar reflects what the business can actually deliver.
Dispatcher visibility & crew coordination
Dispatchers see the day, the crews, and the jobs in one view — the right tech at the right job, with fewer double-bookings and missed appointments.
From appointment to job
Follow-up from appointment to job is tracked, not left to memory — the appointment carries forward into the contract, the job, and the invoice.
More than users and jobs — branch, market, and zone visibility
Multi-location companies need more than users and jobs. They need branch, market, and zone visibility — so leadership can see each location and the territory it serves, and control who sees what.
Branches & local teams
See each branch and its local team as its own operation — and roll every location up into one comparable company-wide view.
Service areas, zones & territories
Service areas, zones, and territories map the markets each branch actually serves — so performance is visible by branch and by market, not just as a company-wide total.
Permissions by role & branch
Permissions by role and branch keep local teams focused on their own market while leadership keeps the full picture — with a full audit trail.
See every branch from one command center.
Bring your locations, leads, calls, jobs, and revenue into a single governed view — and protect the revenue already inside your company.