Premium business OS
General Contractors
Remodelers
Roofing
Landscaping
Pressure Washing
HVAC · Plumbing · Electrical
Commercial Services
Med Spas
General Contractors
Remodelers
Roofing
Landscaping
Pressure Washing
HVAC · Plumbing · Electrical
Commercial Services
Med Spas
Features

Everything a premium service business needs — in one place.

A full operating system replacing your forms, spreadsheets, calendar, invoicing, and follow-up emails.

Smart Lead Capture

Embed widgets that qualify and score every inquiry the moment it arrives.

Estimate Generator

Multi-step forms produce instant preliminary ranges based on your pricing logic.

Project Fit Quiz

Filter out unfit leads before they ever hit your inbox.

Booking Calendar

Consultations, site visits, and discovery calls — booked from one link.

Deposit Collection

Take consultation fees, deposits, and milestone payments online via Stripe.

CRM Pipeline

Drag-and-drop board with stage value, lead score, and next-step automation.

Client Portal

Premium client experience: timelines, files, approvals, and payments.

AI Follow-Up Assistant

Generate on-brand follow-ups, proposal summaries, and reminders.

Reporting Dashboard

See pipeline value, response time, conversion, and source ROI.

Pricing

Simple plans that scale with your business.

Cancel anytime. Secured by Stripe. Every plan includes a private workspace just for your business.

Slide to compare plans
Starter
$49/mo

For solo operators getting organized.

  • Lead inbox
  • Custom intake forms
  • CRM pipeline
  • Email notifications
  • Up to 100 leads / mo
Growth
Popular
$149/mo

Most popular for growing teams.

  • Everything in Starter
  • Smart estimate generator
  • Booking requests
  • Lead scoring & AI prioritization
  • Follow-up templates
Pro
$299/mo

Full operating system for established teams.

  • Everything in Growth
  • Stripe payments & deposits
  • AI follow-up assistant
  • Full client portal
  • Team members & reports
Compare plans

See exactly what changes between Starter, Growth and Pro.

Capability
Starter
$49/mo
Most popular
Growth
$149/mo
Pro
$299/mo
Lead capture & CRM
Embeddable lead widgets
Custom intake forms
1 form
Unlimited
Unlimited
Lead inbox & pipeline
Lead scoring & AI prioritization
Monthly lead volume
100 / mo
1,500 / mo
Unlimited
Estimates & booking
Estimate generator
Basic
Smart ranges
Smart + AI assist
Booking calendar & consultations
Follow-up templates
Payments & client experience
Stripe deposits & milestones
Client portal
Lite
Full white-glove
AI follow-up assistant
Documents, files & approvals
Team & operations
Team members included
1
5
Unlimited
Reports & analytics
Standard
Advanced
Automations & workflows
Priority support
Email
Priority email + chat
Need enterprise / multi-location? Talk to sales
FAQ

Frequently asked questions.

Yes — click 'Try the live demo' anywhere on this page to explore the full dashboard with sample data. No account required, nothing is saved.

Absolutely. Each signup creates a private, isolated workspace. Only you and people you explicitly invite can access your data, and we use row-level security so accounts can never see each other's leads, estimates, or files.

Connect your own Stripe account and we'll process deposits, milestones, and final invoices through your account — funds go directly to your bank. We never hold your money.

Yes. Manage your subscription from inside the app — upgrade, downgrade, or cancel from the Stripe customer portal at any time. No contracts and no cancellation fees.

Starter is $49/mo for solo operators, Growth is $149/mo (most popular) for growing teams, and Pro is $299/mo for established teams that need full client portal, payments, and automations. Sign up through the demo and get 15% off your first month — no long-term commitment.

No. You can start fresh with new leads, or import your existing pipeline by CSV during onboarding. Our team will help with larger migrations on Growth and Pro plans at no extra cost.

Yes. Invite teammates with viewer, member, or admin roles, and invite clients to a branded portal where they can review proposals, approve estimates, upload files, and pay deposits. Invited users sign up with a secure link — no extra license fees per client.

Yes. Two-way sync with Google Calendar, Outlook, and iCloud means clients only see your real availability when booking consultations, and confirmed bookings land directly on your calendar.

Your data stays available for export for 60 days after cancellation. You can download a full CSV of leads, estimates, projects, and invoices at any time — your data is yours.

ProjectFlow AI is a fully responsive web app, so it works great on phone, tablet, and desktop without installing anything. Add it to your home screen for an app-like experience.

Our AI uses your historical pricing, project type, square footage, and complexity inputs to generate a defensible price range in seconds. You can edit any line item before sending, and the AI learns from your wins and losses over time.

All plans include email support and an in-app help center. Growth and Pro plans add priority chat support with under-2-hour response times during business hours, plus an onboarding session with a product specialist.

Ready to turn more inquiries into projects?

Create your private workspace in under a minute, or explore the full product first.