Run every job from request to done
Capture new requests, convert them into jobs, schedule the visits to complete them, and log issues from the field - the whole workflow in one mobile-first, offline-first app, so there is no jumble of tools to stitch together and nothing to learn beyond the way you already run the job.
- Stop losing leads - every request lands in one queue and converts straight into scheduled work
- See the full history of any job, visit, and issue tied to the right customer and property
- Keep techs productive even with no signal - jobs, visits, and photos work fully offline
- Get paid faster by flowing completed work into estimates, invoices, and payments without re-entry
What you can do with Jobs, Requests & Visits
Requests intake
Capture every incoming lead and service request - from your online booking page, a phone call, or a walk-up - in one queue, with the account, contact, and property attached so nothing slips through the cracks.
Convert requests to jobs
Review a request and turn it into a job in a couple of taps, carrying over the customer, property, and details. No re-typing, no copy-paste between tools.
Jobs that hold the whole picture
A Job is the full piece of work - one-time or ongoing. Keep its scope, notes, attachments, and line items in one place, with everything tied back to the right account and property.
Visits for each trip out
Each Visit is a single scheduled trip to the property. Add as many visits to a job as the work needs - multi-day installs, repeat maintenance, return trips - each with its own date, time, and assigned crew.
Issues from the field
Log Issues against a job when techs find something on site - extra work needed, a part to order, a callback. Capture it in the moment so it gets handled instead of forgotten.
Notes & photo documentation
Attach notes, photos, and files to any request, job, or visit. Field photos queue offline and sync automatically once you're back in signal, so documentation is never lost.
Workflow settings
Configure how work moves through your business - statuses and defaults that match how your team actually runs - so the office and the field stay on the same page.
Tasks
Granular task lists and checklists inside jobs give techs step-by-step accountability on every call. Available on the Growth plan.
Jobs, Requests & Visits: questions answered
A Request is an incoming lead or service inquiry you review before committing. A Job is the full piece of work you agree to do - one-time or ongoing. A Visit is a single scheduled trip to the property to complete that work; a job can have one visit or many (for multi-day installs, repeat maintenance, or return trips).
Yes. ProHelper is offline-first. Techs can open their day, work jobs and visits, log issues, and capture photos with no connection - everything queues and syncs automatically once they're back online.
Issues let techs flag something found on site - extra work needed, a part to order, or a callback - directly against the job, so it's captured in the moment and routed for follow-up instead of lost.
Yes. Requests, Jobs, and Visits are included with the Essentials plan, granular Tasks and checklists inside jobs are available on the Growth plan, and Issue management is part of the Professional plan.
Explore more of the platform
Every piece works together in one app, so there are no integrations to wire up and no setup headaches, just turn on what you need.
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