Tasks: create and track your service calls, quotes and maintenance work, from the office to the field.

Timesheets: your employees log their hours worked directly in the mobile app.

Products: manage your product list and link products to your tasks to keep a history of what was used.

E-signature: get your customers to sign on the spot, right on the mobile device.

Attachments: add photos and documents to your tasks to keep a record of every job.

Automation: automate key actions on your tasks, such as sending emails and text messages to your customers.

Printbuilder: design the documents generated from your tasks, such as your service reports and invoices.

Reports: generate, view and schedule reports on your activities.

Map: see your tasks and service addresses on a map.

Comments: share information between the office and the field directly within a task.

Contacts: keep your customers’ and their contact persons’ details in one place.

Payments: record payments received from your customers and track outstanding balances.

QuickBooks Online integration: sync your data with QuickBooks Online to avoid double entry.

ProgressionPay: your techs can collect payment right on site, which helps you get paid faster.

Geocoding and email sending: locate your service addresses and send confirmations, reminders and documents to your customers

Email and phone support: our support team answers your questions about using ProgressionLIVE.

The Pro plan adds, among other things, the Assistant, equipment, tags, price lists, task hierarchy, recurrence, the CCQ timesheet module, the Timesheets license, work schedules, local accounting system integration and address auto-complete.

Project management, which lets you track work spread over several days or several visits, is not included in the Base plan.

The ProgressionLIVE API is exclusive to the Premium plan, as are the customer satisfaction module and dynamic entities.

The Fulltime base plan (AI receptionist) is automatically included with the Pro and Premium plans.

Technical support is unlimited and free, Monday to Friday from 7 a.m. to 5 p.m. eastern time.

You can change plans: our team can help you choose the one that fits your needs.

For any questions, email us at support@progressionlive.com.