ProjectsForce 360°

The Operating System for
Your Business

From the first lead to the final payment and everything in between.
ProjectsForce 360° connects every part of your operation so you can focus on what you do best: delivering great installations.

Start Free Trial

JOURNEY

How ProjectsForce 360° Works

Running an installation business means managing a hundred moving pieces.
We bring them all together in one seamless flow.

Never lose a lead again

Capture leads from your website, showroom, phone calls, and retail partners like Home Depot or Lowe’s in a single, visual pipeline.

Key Capabilities

Multi source lead capture

Web forms, phone calls, referrals, walk ins, retail program feeds.

Visual sales pipeline

Drag and drop leads through stages (New → Contacted → Quoted → Won).

Unified Communication Hub

Two way texting, email history, and automated customer reminders.

How it works for your business

Retail Partners

Program leads sync automatically with compliance tracking from day one.

Multi Trade

Route flooring leads to flooring sales; window leads to window sales automatically.

Install Only

All work orders from builders and GCs land in one queue for easy assignment.

Quote & Close with Confidence

A lead is just a lead until you close it. Create professional estimates, get approvals faster, and turn quotes into scheduled jobs in one click.

Professional quotes that close deals.

Build detailed, branded quotes with line items, labor, materials, and photos. Pull measurements from your favorite tools and let customers approve and pay deposits online.

See every deal at a glance

Know exactly where every opportunity stands with a visual Kanban pipeline. Track total value, close rates, and what needs to follow up today.

Integrated Quote Builder

Include product options, labor, and materials. Present good/better/best.

Digital Approval & Deposits

Customers sign and pay deposits online to secure the job.

One Click Conversion

Turn an approved quote into a scheduled job instantly no re entry.

How it works for your business

Retail Partners

Program pricing flows automatically. Focus on scheduling, not quoting.

Multi Trade

Create combined package quotes. We'll do your floors and windows.

Sell & Install

Increase average ticket by presenting multiple product options.

Deliver Flawlessly

This is where the rubber meets the road. Coordinate scheduling, crews, materials, and
compliance in one place to deliver jobs flawlessly.

Intelligent Scheduling & Dispatch

See your entire operation on one calendar. Drag and drop to reschedule, optimize routes to minimize drive time, and align installations with material deliveries.

Drag and Drop Calendar

Assign and reschedule jobs in seconds.

Crew Availability View

See who’s free and qualified before assigning.

Route Optimization

Group jobs by location to maximize crew productivity.

Crew & Subcontractor Control

Manage your entire install network W 2 crews and 1099 subs in one system. Track credentials, availability, and performance without spreadsheet chaos.

Centralized Installer Hub

Store contacts, service areas, trade specialties, and credentials.

Performance & Compliance Tracking

See completion rates, quality scores, and insurance expiration alerts.

Mobile Work Orders

Push job details directly to crew apps with all customer info, notes,
and checklists.

Materials & Inventory Tracking

Know what you have, what you need, and what it costs. Assign inventory to specific jobs and track material spend from purchase order to installation.

Job Based Material Tracking

Assign inventory to specific installations.

Order Status Visibility

Track materials from PO to delivery.

Cost Tracking

See actual material spend vs. quoted to protect margins.

Field Execution & Compliance

Give your crews everything they need in their pocket. Get real time visibility into job status, location, and documentation.

ProjectsForce 360° Mobile App

Native iOS & Android apps for crews and managers.

Live Job Status & GPS Tracking

See where crews are and job progress (Scheduled → In Progress → Complete).

Paperwork That Handles Itself

Collect digital signatures, capture before/after photos, and store permits & compliance docs attached to the job.

Get Paid

Close the gap between completing a job and collecting revenue. Generate invoices in
one click, accept payments online, and see your true profitability on every project.

Job done? Invoice sent. Get paid faster.

Stop waiting days to bill. Generate professional, branded invoices from completed job details with one click. Let customers pay by card or ACH instantly via an online portal.

Know your margins on every job.

Revenue is vanity, profit is sanity. See actual costs vs. estimates the moment a job is complete. Understand which jobs, crews, and trades are most profitable.

One Click Invoicing

Generate invoices from job details instantly.

Online Payment Portal

Customers pay via secure invoice link; payments sync automatically.

Job Profit Tracking

See real profit/loss factoring in actual labor hours, material costs, and expenses.

How it works for your business

Retail Partners

Program payments reconciled automatically. See what’s owed by program.

Install Only

Invoice retailers, builders, or GCs for labor. Track payment terms and aging.

Sell & Install

Collect final payment before crews leave the site. Invoice includes materials, labor, and extras.

Tools that make every stage of your operation smarter and more visible.

Your Intelligence Layer,
AI & Custom Reporting

ACROSS EVERYTHING

Your Always On AI Operations Assistant

Ask questions in plain English and get instant answers. Let AI handle routine tasks and predict bottlenecks.

Natural Language Queries

"How many jobs did we complete last week?" "Which crew has the best completion rate?"

Smart Scheduling

AI suggests the best crew for each job based on skill, location, and availability.

Predictive Insights

Get alerts on unusual delays, cost overruns, and forecast busy periods.

Live Dashboards for Every Role

Build custom views without coding. See the metrics that matter, updated in real time.

Drag and Drop Dashboard Builder

Create views for owners, managers, and dispatchers.

Real Time KPI Tracking

Monitor pipeline value, completion rates, profitability, and more.

Export & Share

Download reports or schedule automated email deliveries.

Built to Connect & Scale

Right Access for Every Role

Control what each team member sees and does. Owners see everything. Crews see their jobs. Office staff sees only what they need.

Pre defined & Custom Roles

Tailor access for Owner, Manager, Dispatcher, Crew Lead, Installer.

Granular Permissions

Control at the feature and data level.

Full Audit Trail

Track who did what and when.

Connects with the Tools You Already Use

ProjectsForce 360° doesn’t replace your systems it connects them.

Accounting

QuickBooks Online & Desktop

Measurement

MeasureSquare, FloorSoft, Apex

Retail Programs

Home Depot, Lowe’s, Floor & Decor, IME

Calendar

Google Calendar

TESTIMONIALS

What contractors say

Growth

“ProjectsForce 360° has been a game changer for us at Vista Installations. Chad Thomas and his entire team have gone above and beyond to work with us as our company grows and expands. They have to help immediately with system issues. Chad is also making sure to give best advice always.”

Laura Stanley · Vista Installations

Value

“I was able to TRIPLE my business with ProjectsForce 360° in just 6 months! It has definitely been a wonderful investment for my business.”

Tim Crume · Crume Installations

Trust

“The ProjectsForce 360° app is the perfect tool for what installers do. It’s easy to use and well laid out; you can see the information you need at a glance, easily upload photos, and also upload job documents. It's an all-encompassing app that just ticks all the right boxes.”

Mobile App! · Heaton Construction