
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.
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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.

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Tools that make every stage of your operation smarter and more visible.
Your Intelligence Layer,
AI & Custom Reporting
ACROSS EVERYTHING
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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.
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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

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