How Pro TeamX runs your operations on autopilot
From first customer enquiry to money in your bank account — 11 synchronized steps working together without paperwork, spreadsheets, or wasted transit hours.
Customer Enquiry & Request
Capture new enquiries online via your website request form, phone call, or email. The enquiry creates a CRM profile with geocoded address coordinates and customer contact history.
Digital Quote & Scope
Draft a professional, itemized proposal with service line items, estimated labor, materials, and deposit requirements in under 60 seconds.
Client Sign-off & Booking
When the customer approves the quote online, the job status updates immediately. The quote converts into an active job ready for slotting on your roster.
Intelligent Roster Scheduling
Place shifts on the visual multi-view dispatch calendar. Drag-and-drop slots across days while automated conflict detection checks worker availability and maximum weekly hours.
Route-Aware Dispatch
Assign field technicians by territory clusters and skill qualifications. The Pro TeamX AI dispatch assistant recommends workers who minimize dead travel mileage.
Mobile Navigation & Encrypted Access
Field workers open the Pro TeamX mobile app to view their route. Address notes, key lockbox combinations, and alarm codes are decrypted securely upon worker arrival.
GPS Geofenced Time Clock
Workers tap "Clock In" on their mobile app. The system checks device coordinates against the customer address perimeter using PostGIS spatial verification.
Checklist Execution & Photo Proof
Workers follow structured task checklists tailored to the service. Mandatory before-and-after photo attachments ensure consistent quality standards before sign-off.
Shift-to-Invoice Generation
When the shift is completed, Pro TeamX automatically drafts an invoice matching agreed pricing (hourly, fixed, or per-unit). No tedious weekend bookkeeping.
Digital Customer Payments
The customer receives an invoice email and SMS containing a secure payment link. They pay instantly via debit or credit card, and receipts are issued automatically.
Automated Follow-up & Review
Delight customers and build repeat contracts. The system prompts happy clients for ratings, logs issues for resolution, and schedules next month recurring visits.
Stop chasing paperwork. Start running on autopilot.
Join modern field operations teams saving 12+ hours every week on rotas, GPS attendance, and automated shift invoicing.