ProjectsForce 360 Core Platform Highlights
Unified Command Center
All operations, projects, crews, scheduling, payroll, inventory, compliance, and customer communication, run in one interface.
No tab-swapping. No double data entry. One truth across field and office.
Key wins:
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360° view of every job from quote to closeout
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Role-based dashboards for owners, dispatchers, installers, and finance
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Real-time sync across web, mobile, and customer portal
Operational Excellence Modules
Next-Gen Scheduler & Calendar
Decommissioned legacy engine replaced with lightning-fast, filter-driven scheduling. Smart filters stay global across modules, Calendar, Dashboard, and Maps.
High-impact features:
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Auto-assign or auto-schedule techs based on coverage, rotation %, service time, or item-level duration
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Compact and horizontal views for large teams
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Color-coded jobs, live route map, and mileage tracking
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One-click “Schedule Now” with AI slot optimization
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Drag-and-drop reassignments with guardrails for paid or finance-reviewed jobs
Mobile Field App
Full parity with web features, technicians manage schedules, capture photos/videos, sign docs, raise support, or complete checklists offline.
Includes biometrics login, push notifications, and offline sync.
Customer Portal
Branded digital handoff to the homeowner or retailer:
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Customers track jobs, sign documents, chat in real time, and self-schedule open slots.
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OTP-secured links, no login friction.
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Dynamic branding per retailer or program.
Administrative Power & Control
Custom Layout Engine
Every tenant can design its own Project Details page, cards, tabs, field groups, and role-based layouts.
Hide what’s irrelevant, spotlight what drives action.
Dynamic Dashboards & Widgets
Real-time analytics across any table, Projects, Payroll, Chargebacks, Leads, or Inventory.
Build once, clone, group, export to PDF/Excel, or bulk-edit directly inside widgets.
Regulatory & Compliance Suite
EPA Lead, Permits/Regulatory tab, MFA, Captcha, password rotation, and audit-log builder.
Admins can create custom audit reports including EPA fields, technician dates, and doc signatures.
Financial Precision
Payroll, Retainage & Chargebacks
Single view of labor cost, profit, retainage, and chargebacks per technician or company.
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Auto-adjusts for retainage % of payroll
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Paid / Finance-Reviewed cross-sync with Project Items
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Final Export locks paid lines and stamps audit trail
Integrated CRM & Quoting
Quotes, Invoices, and Leads live inside PF360, no add-ons.
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Template library for fast, branded quotes
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Dynamic margin control and tax engine
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e-signature capture and auto-conversion to projects
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CRM comms (SMS, email, chat) unified in pull-down notifications
Field Level Intelligence
Checklist Builder
Create custom inspection or onboarding forms for Projects, Users, or Vendors.
Supports text, dropdowns, ratings, and table formats, on web or mobile, with mandatory follow-up and completion dates.
Inventory & Purchase Orders
Warehouse, bin, and vendor management built in.
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Auto-receive and auto-adjust inventory from source feeds
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Vendor-linked items and auto-generated POs with email dispatch
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On-order, allocated, dispatched, returned tracking
Documents, Photos & Video Suite
Re-engineered document center with real-time signature logs, color-coded signing states, “sign anywhere” mode, and audit trail.
Upload, annotate, rotate, or download from web or mobile, now supports video uploads.
AI & Automation Edge
Predictive Communication
Custom email and SMS templates trigger on status changes, category, or store, auto-personalized at runtime.
All replies thread inside the project timeline.
Auto Data Import & Integrations
CSV import for surveys, payments, or project data; integrations with:
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Home Depot
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Lowe’s
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FloorSoft
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MeasureSquare
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QuickBooks
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Five9
APIs extend PF360 into retail and enterprise ecosystems.
Trust & Transparency
Audit, Security & Visibility
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Full action tracking, who changed what, when, and from where
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Two-factor authentication, encrypted credentials, and role-driven access
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Tenant-specific configuration stored securely in the cloud
ISO 27001 & SOC 2 Type II Compliance
Commitment to Data Security
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ProjectsForce 360 is built with enterprise-grade security at its core.
We adhere to the highest global standards to safeguard customer and operational data.
ISO 27001 (Certified)
Our Information Security Management System (ISMS) is certified under ISO 27001, the world’s leading framework for managing data protection, access controls, and risk mitigation.
This certification validates that every layer of PF360’s infrastructure—from cloud hosting to internal processes—meets strict, audited security controls.
SOC 2 Type II (In Progress)
We are actively pursuing SOC 2 Type II compliance, ensuring that our systems, policies, and monitoring meet the rigorous standards set by the AICPA for security, availability, and confidentiality.
Upon completion, this will provide our customers with independent assurance that PF360 consistently enforces industry best practices.
Our Promise
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Independent third-party audits
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Continuous monitoring and internal controls
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Secure, redundant cloud infrastructure
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Transparent compliance roadmap
Your data is protected by design, not by assumption.