ProfitMAX Pro Suite
Everything your shop needs, in one place.
ProfitMAX Pro Suite handles every step of a service order, from drop-off to pickup, with tools built around how your shop works.
Clients
Customers & Contacts
One record per customer, with every item they've ever brought in.
- Clients & ContactsStore customers, multiple contacts per account, and preferred contact methods.
- Customer ItemsManufacturer, model and identifier on file so repeat visits start in seconds.
Communication
Keep customers informed
Customers always know what to expect, without tying up your phone line.
- EmailsSend quotes, invoices and status updates straight from the order.
- 2-way Messaging (Twilio)Text with customers from the app; replies land on the service order.
- Automated SMSStatus changes trigger text updates automatically.
- Text message approvalsCustomers approve work remotely with a simple text reply.
Service Orders
Service Order Management
Real-time tracking of every job from inception to completion.
- Service Order ManagementDetails, quote, payment and files on one screen, with status and tags.
- Service Order FunnelSee where every order sits in your workflow at a glance.
- Item TaggingPrinted tags with a QR code, customer name and item details reduce mix-ups.
- Service Kits & PartsBundle common services and parts; track part turn times.
- Warranty ClaimsVendor, claim number and status tracked right on the order.
- TransportsTrack pickups and deliveries between locations and customers.
AI Tools
Work smarter
Practical assistance built into the workflow, not bolted on.
- Suggested Replies in ChatsDraft responses to customer messages in a click.
- Suggested Service KitsRecommended services and parts based on the item and complaint.
Finance & Operations
Billing, cash flow and reporting
Instant insight into performance so you can maximize your profit.
- InvoicingAuto-generate quotes and invoices from the service order.
- Prepayments & Combined Payment MethodsTake deposits and split payments across methods.
- Cash FlowIncome, outstanding invoices and balances by location and date range.
- BalancesCustomer and account balances at your fingertips.
- Analytics & ReportingService KPIs, turn times, stale orders, technician work history and more.
- Assortment AnalysisUnderstand which services, parts and item types drive your business.
Employees
Technicians and teams
Track time and bill for it without paper logs.
- Job ClockingTechnicians clock on and off jobs; compare billed vs. actual time.
- TasksAssign and follow up on work across the shop.
- CommissionsCalculate service commissions automatically.
- Technician Work HistoryFull history per technician for reviews and efficiency reports.
Security & Permissions
Your data, protected
Enterprise-grade safeguards for small business budgets.
- Two-Factor Authentication (2FA)An extra layer of protection on every login.
- Data EncryptionEncrypted in transit and at rest.
- Data Storage & BackupCloud-hosted with regular backups, available anywhere.
- Access SettingsRole-based permissions per user and location.
- Activity LogSee who changed what, and when.
Platform
Anywhere, any device
Cloud powered and device agnostic.
- Web, iPhone & AndroidCreate and view service orders from the counter, the shop floor or the road.
- Multi-locationAdd new locations seamlessly as you expand; report across all of them.
- FormsCustom intake and inspection forms attached to orders.
- IntegrationsPaladin Data Corporation point of sale, BlockChyp payments, Twilio messaging, and more.
Ready to see how ProfitMAX Pro can help your organization?
Tell us about your shop and we'll walk you through it.
Tell Us About Your Shop