One platform for the entire job lifecycle.
Most contractors run the business across a phone system, a scheduling tool, a CRM, and a billing app — and revenue leaks in every gap between them. ProjectPal replaces that stack with one workflow where every call, lead, appointment, job, and invoice lives in one place.
- Lead, Call, Customer, Appointment, Contract, Job, Invoice — one thread
- Every conversation captured and turned into intelligence
- Governed AI: it proposes, a human confirms, everything is audited
One operating system for the entire job.
ProjectPal is a field-service platform for HVAC, plumbing, and electrical contractors — uniting telephony, dispatch, sales, and billing under one governed AI brain. Built for the field, and for leadership that needs to see the whole business at a glance.
Built for the field
Designed for tablets in sunlight and gloves, and for dispatchers working across time zones — so the office and the crew work in one system, not four.
AI proposes. You confirm.
AI reads your operation and recommends the next best action on every job. It never acts on its own — a person always reviews and confirms.
Communication built in
Calls, texts, and email live on one customer timeline — and recorded calls can be transcribed and turned into searchable company memory.
Revenue-safe by design
Permissions, governance, and full audit trails sit under every automated action — so AI is permissioned and accountable, never off the books.
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 wasteIntelligent, governed, and ready to grow with you.
When the work is connected, the activity on the ground rolls straight up into a view leadership can act on — and AI helps your team make the best decision at every step.
Smarter dispatch decisions
Book, route, and dispatch crews against real capacity, with the full customer history in hand — AI proposes the move, your team confirms it.
See the command centerOne connected record
Lead, call, customer, appointment, contract, job, and invoice live on one thread — no exports, no lost history, no system-to-system gaps.
Follow the flowEnterprise-grade safety
Role, branch, and responsibility-level permissions, full audit trails, and strict tenant isolation keep the people in charge in charge.
How governance worksMulti-location ready
Multi-tenant by design — scale from one shop to many without re-platforming, and compare every branch on one scoreboard.
See multi-locationOne platform, one source of truth — for the crew on the truck and the owner watching every branch.
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.