One platform for your entire field operation.
Pro TeamX connects office dispatchers, mobile field technicians, customer CRM, quotes, and automated invoices into one synchronized operations platform. No duplicate data entry, no lost paperwork.
Explore Capabilities by Operational Area
Every part of the operation stays connected.
Eliminate duplicate data entry across five disconnected tools. From the initial customer inquiry to cleared funds in the bank, every step automatically triggers the next.
Customer Enquiry & CRM Profile
Enquiries captured online automatically create a client profile with PostGIS geocoded coordinates, service requirements, and property notes.
Quote Sign-off & Deposit Hold
Clients review itemized quotes on mobile, approve in one tap, and submit card deposits before scheduling — avoiding payment disputes.
Conflict-Free Dispatch & Routing
Drag-and-drop slots onto the multi-view calendar. Live detection flags double-bookings, skill mismatches, and route inefficiencies.
GPS Clock-in & Photo Checklists
Technicians arrive, clock in with 150m geofence validation, and upload required Before & After verification photos before sign-off.
Auto-Invoice & Payroll Reconciliation
Job completion automatically drafts invoices with paylinks, while approved worker hours feed directly into payroll and ledger analytics.
No duplicate data entry. No third-party sync failures.
One single client and job record travels from initial quote to door dispatch, mobile clock-in, and final bank settlement without re-typing a single field.
The Connected Operating Ecosystem
One platform. Office, field, and cloud in sync.
Pro TeamX eliminates the data chasm between office coordinators and technicians on site. Every action updates one synchronized ledger in real time.
Office Web Platform
Command Center
Drag-and-drop dispatch calendar, client CRM, multi-line quotes, automated invoicing, and timesheet-driven payroll in one browser command center.
Core Architecture
Connected Operations Engine
Unified Database
A single PostgreSQL and PostGIS data layer. When a technician clocks in or finishes a checklist on mobile, the office dispatch board updates in real time.
Core Architecture
Field Mobile Application
Pro TeamX Work for iOS & Android
Native mobile app equipped with GPS geofenced clock-in, turn-by-turn navigation, mandatory before/after photo audits, and direct team chat.
Core Architecture
Scheduling & Dispatch
A synchronized dispatch calendar that bridges office dispatchers with technicians on the road.
Multi-View Dispatch Board
Day, week, and month drag-and-drop workforce scheduling.
See every worker and shift on a synchronized dispatch grid. Color-coded by job status, urgency, and worker assignment to spot gaps immediately.
08:30–12:00 · 14 Techs Dispatched
Recurring Contract Engine
Set it once: weekly, bi-weekly, monthly, or custom cadence.
Manage repeating commercial and residential contracts with flexible RRULE recurrences. The system materializes shifts 10 weeks into the future automatically.
Bi-Weekly Auto-Materialized
Client CRM & Locations
Maintain high customer retention with categorized client notes, PostGIS geocoded properties, and encrypted access records.
Geocoded Service Locations
Precise coordinates for map plotting and geofence verification.
Every client location is automatically geocoded with PostGIS geometry. Workers get turn-by-turn navigation directly to the door, while gate codes and alarm instructions stay securely encrypted.
51.5074° N, 0.1278° W · Door Geofence
Service Notes & Issue Tracking
Log client preferences, complaints, and inspection remarks.
Maintain high customer retention with categorized client notes. Track complaints and service issues with assigned follow-ups so nothing slips through the cracks.
Categorized: Issue · Priority: High
Invoices, Quotes & Payments
Close the loop between completed jobs and bank settlements with instant PDF invoices and digital paylinks.
Shift-to-Invoice Automation
Convert completed field work into branded invoices instantly.
When workers complete a job and submit their checklists, Pro TeamX can automatically generate a draft invoice matching agreed pricing and line items.
INV-0042 · £384.00 · UK VAT Compliant
Online Client Payments & Paylinks
Get paid faster with instant digital credit/debit card checkout.
Clients receive a clean, mobile-friendly payment link to pay invoices instantly. Integrated with card gateways for automatic reconciliation in your accounting books.
Instant Card Checkout · Auto-Reconciled
Digital Quote Proposals
Send professional quotes that clients can approve in one tap.
Create multi-line estimates with labor, materials, and optional add-ons. Clients review quotes via a private link and sign off on agreed terms with clear deposit requirements.
Digital Sign-off · Card Deposit Captured
Time Clock & Mobile Workforce
Arm technicians with an intuitive native app for iOS and Android with PostGIS geofencing and photo checklists.
GPS Geofenced Time Clock
Prevent buddy-punching with 150m boundary verification.
Workers clock in and out from their mobile phones. Pro TeamX checks the worker GPS location against the client site coordinates using PostGIS spatial algorithms.
150m Geofence Boundary Check: PASS
Native Mobile Field App
Everything the technician needs: schedule, checklists, and photos.
Available for iOS and Android. Workers view upcoming shifts, navigate to locations, complete mandatory checklist items, and attach before/after photos.
Mandatory Photos · Offline Cached
AI Automation & Intelligence
Practical, human-in-the-loop AI agents that suggest optimal dispatch routes and draft payment reminders.
AI Dispatch Assistant
Match jobs to workers based on route efficiency and skillset.
The AI dispatch assistant analyzes drive times, existing worker commitments, and required certifications to suggest optimal scheduling choices.
PostGIS Synchronized Engine
Automated Invoice Chasing
Polite, automated payment follow-ups on your schedule.
Save hours every week chasing late payments. Automated reminder sequences send SMS and email notifications before and after due dates.
PostGIS Synchronized Engine
Payroll & Accounting
Convert approved mobile timesheets into clean wage summaries and monitor job profitability.
Timesheet-Driven Payroll
Generate wage summaries from approved worker hours in seconds.
Calculate payroll seamlessly across both salaried staff and hourly workers. Include travel time calculations according to your company policy.
PostGIS Synchronized Engine
Built-in Accounting Ledger
Track income, business expenses, and real profitability.
Log operating expenses such as fuel, equipment, and cleaning chemicals against jobs to calculate actual job profitability and net cashflow.
PostGIS Synchronized Engine
Give your field team the tools they need, wherever work takes them.
Replace paper job sheets and frantic phone calls. The Pro TeamX Work mobile app equips field technicians, cleaners, and contractors with live schedules, GPS navigation, and verified attendance.
PostGIS Geofence
150m Arrival Verified
Offline Local Cache
100% Functional Without Signal
150m PostGIS Geofenced Time Clock
PostGIS spatial boundary validation automatically verifies on-site presence, tracks paid breaks, and eliminates buddy punching disputes.
Turn-by-Turn GPS & Encrypted Gate Codes
Door-to-door GPS directions to client properties. Gate combinations, lockbox pins, and alarm codes stay encrypted until arrival.
Mandatory Photo Audits & Checklists
Enforce quality control with timestamped Before & After photos and interactive checklists that must be verified before completing the job.
Real-Time Team Comms & Broadcast Receipts
Instant 1-on-1 and group chat with office dispatchers, plus company-wide safety announcements that track who has read and acknowledged them.
Stop chasing paperwork. Start running on autopilot.
Join modern field operations teams saving 12+ hours every week on rotas, GPS attendance, and automated shift invoicing.