Stop the revenue leaking out of your service business.
One platform that 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. Governed AI proposes the next move; a human confirms.
Free · about 30 minutes · no obligation
See exactly where your service business is leaking revenue.
Book a Revenue Leak ReviewEverything from the first call to the final invoice — in one place.
Each capability is strong on its own. Connected, they protect revenue at every handoff — with AI proposing the next step and a person confirming it.
Catch the call
Missed calls and unanswered texts surface as money — not log entries.
ExploreRecover the follow-up
Cold quotes and overdue callbacks raised before the lead goes quiet.
ExploreWin the job
Clear, priced scope from a 1,000+ item library that protects margin.
ExploreRun production
Jobs, deposits, and balances tracked so nothing stalls silently.
ExploreProve & reactivate
See which sources produce paid work — then re-work cold lists.
ExploreGovern the AI
AI proposes the next step at each handoff — a human always confirms.
ExploreReady to protect revenue from the first call to the final invoice?
Book a Revenue Leak ReviewReplace the disconnected stack where revenue leaks.
When your phone system, CRM, quoting tool, and spreadsheets don't talk, revenue slips into the gaps between them. ProjectPal connects the whole operation onto one record.
Adopt it alongside your current phone, SMS, and email — no rip-and-replace required.
Trade the patchwork for one connected system — see how.
Book a Revenue Leak ReviewAI you can put to work — because you stay in control.
ProjectPal reads your operation and recommends the next best action — 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
- Permission-based by role and by branch, with strict location isolation
- A full audit trail of what was proposed, by whom, and why
- Clear stop controls — you can pause the AI at any time
“Hi {first_name} — following up on your {service} request. We have availability this week. Want me to book a free estimate?”
Put governed AI to work — and see the leaks it catches first.
Book a Revenue Leak ReviewThe whole operation, connected from the field.
Field updates don't get trapped in the truck, the notebook, or a text thread. Teams work from the appointment and job context on mobile app and mobile web — 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
- Office, dispatch, production, and owners all see one record
Bring the whole operation onto one platform.
Book a Revenue Leak ReviewSimple, value-based pricing — scaled to your operation.
Pricing depends on your size and number of locations. The fastest way to see what fits — and what you'd recover — is a free Revenue Leak Review. No obligation.
See the 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. Not real customer accounts.
See where the money is going — and how to keep it.
Book a Revenue Leak ReviewIntegrates 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.
Stopping revenue leaks, answered
What is a Revenue Leak Review?
A free, 30-minute business review — not a software tour. We map how your company handles leads, calls, follow-up, contracts, production, and reporting, and show exactly where revenue is leaking and how ProjectPal recovers it.
Does ProjectPal really replace all those separate tools?
It connects the work those tools do — calls, CRM, quoting, production, and attribution — onto one record so revenue stops leaking in the gaps between them. You can adopt it alongside your existing phone, SMS, and email rather than ripping everything out at once.
Will the AI act on my customers without me?
No. AI proposes the next action and a person confirms wherever approval is required. Every action is permissioned by role and branch, fully audited, and you can pause the AI at any time. AI proposes — you confirm.
Do I have to replace my phone system?
No. ProjectPal works alongside your existing phone, SMS, and email. When recording is enabled, calls can be recorded, transcribed, summarized, and tied back to the customer or job.
We run multiple locations — is that supported?
Yes. Tenant and location isolation is built in, and owners get a command center that compares branches on the metrics that drive revenue.
How much does it cost?
Pricing is value-based and depends on your size and locations. See the pricing page for an overview, or book a Revenue Leak Review and we will scope what fits your operation.
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.