Every customer, every address, every visit
One record for each customer, with everything the office and technicians need to know before they call or arrive.
Customers in ProRate AI
Complete customer records
As many addresses, phones and emails as a customer has.
- ✓ Labelled addresses and phones
- ✓ Billing and job addresses kept apart
- ✓ Search across every contact detail
Notes and history
The whole story before the next visit.
- ✓ Customer notes for the office and the field
- ✓ Calls, proposals, invoices and payments on one page
- ✓ Equipment at each address, with its service history
Contacts in sync
Customers appear where your team already looks.
- ✓ Google Contacts and Microsoft Outlook
- ✓ You approve what is synced before it's sent
- ✓ Paused and resumed safely if anything changes
More of what ProRate AI does
Proposals
Good, Better, Best options from your pricebook, accepted and signed online.
Invoicing and payments
Invoices, deposits and card or bank payments into your own Stripe or Square account.
Scheduling and dispatch
One calendar, conflict-free booking, reminders and Google or Microsoft calendar sync.
Field technicians
The visit step by step on any phone, from contacting the customer to the invoice.
Try customers with your own business
Set up your company, your pricebook and your team in an afternoon.