Watch the work flow — from the first call to the final invoice.
Watch a single job flow through ProjectPal: lead, call, AI summary, follow-up, appointment, contract, production, invoice — and the insight that tells you what worked. AI proposes the next step; a person confirms.
One connected flow — every step watched for what needs action
It runs on a loop — or tap any step to jump to it. Each step closes a specific revenue leak, from lead all the way to production and the paid invoice.
- Lead Captured
- Call Logged
- AI summary Summarized
- Follow-up Kept warm
- Appointment Booked
- Contract Scoped
- Production On track
- Invoice Collected
- Insight Measured
Captured & attributed
Every lead from every source lands in one place — with source and referral attribution preserved end to end.
Closes: missed leadsAnswered & logged
Inbound calls, texts, and emails are captured and attributed — who reached out, from which campaign, and what they need.
Closes: missed leadsUnderstood
ProjectPal’s AI summarization reads each conversation — 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 wastePrefer to explore it yourself? Open the interactive Lead-to-Cash flow — or see the whole platform .
See this flow run on your real business.
Book a Revenue Leak Review and we’ll walk your actual lead-to-cash flow — calls, follow-up, contracts, production, and invoicing — and show exactly where the revenue is leaking, and how ProjectPal recovers it.