Your gateway to streamlined business operations

Experience the transformation with ProfitZoom and propel your business to new heights.

Amplified sales potential

Move away from manual drafts and create professional quotes that can be converted to orders with the click of a button.

Save time by reviewing work order deficiency details and creating quotes right on the same screen.

Get a complete picture of your sales opportunities. Manage, organize, and track your sales pipeline in the CRM module.

Advanced analytics

Access real-time job cost reports for insight on project costs and performance.

Drill down to transaction-level details directly from the income statement. Review profit and loss reports as an accountability tool to keep jobs on track.

Review profit and loss reports as an accountability tool to keep jobs on track.

Build custom reports, charts, and dashboards to help you visualize and draw insights from your financial data.

Seamless workflow integration

AP Workflow : Streamline your entire purchasing process with an automated requisition to receipt workflow.

Scheduling Workflow: Review tech availability, drag-and-drop work orders, track live status changes, and rearrange the schedule in seconds.

Techs see dispatched tickets and changes instantly so they can stay on top of their schedule.

AR Workflow: Invoicing screen integrates everything you need for fast, accurate billing: automated pricing, materials used, labor hours, tech work notes and inspection documents.

Take control of your receivables and reduce collection time: email invoices, send customer statements, add collections notes, and update contacts.

Techs can take payment in the field or customers can pay through the portal.

Inspections Workflow: Set up as many inspection line types as you need with pricing, frequency, and schedule details.

Automatically generate inspection work orders by categories such as month, preferred tech, inspection type, zip code, or branch.

Enhanced customer care

Provide customers with a convenient and secure way to pay invoices online.

Give customers fast access to download inspection reports and photos.

Make it easy for customers to view their upcoming inspections.

Customer can view their account balance easily to help them plan payments.

Accurate Compliance Reporting

Set up inspection contract details and contract lines with inspection dates, pricing, frequency, and schedules.
Use standardized digital report templates or tailor reports to your jurisdictional needs. Customize questions, checklists, and deficiency components.
Auto-generate and dispatch inspection tickets to field techs each month.
Upon inspection completion or invoicing, email a branded PDF report automatically to customer contacts or AHJ notification.
Provide customers online access to reports anytime in the customer portal.

Powerful mobile app

Compatible with Apple iOS and Android, phone and tablet.
Start and end shift, clock in and out of tickets, and confirm daily and weekly labor totals.
Scroll through the daily work schedule and review customer service history.
Pass/Fail devices with one swipe.
Document inspection findings by filling out code-required questions, adding photos, and providing notes.
Ability to scan barcodes to streamline data entry.
Require questions for deficiencies to prepare for quoting.
Add parts and materials lines that will connect directly to inventory control.
Get rid of paper and capture signatures digitally.
Collect payment in the field and get paid as soon as the service is completed.

Large installation projects

Create PZ jobs with milestone or percent complete billing style.

Enter sales and cost estimates tied to your accounting, add revisions and change orders.

Choose to bill by standard invoice or AIA-compatible forms.

Analyze detailed job cost reporting of expenses and labor costs.

Get a clear picture of project performance with real-time actual vs. estimate reporting.

Comprehensive back office solutions

Harness the power of full-fledged financial management software, including chart of accounts, income statement, trial balance, balance sheet, and bank reconciliation.

Create requisitions, email PO’s directly to vendors, release vendor payments, and export 1099s.

Use one screen to print AR aging, update billing contact info, add collections notes, and send invoices and statements.

Save time with recurring billing feature for effortless, automated billing that saves time and increases efficiency.

Promote accountability and transparency with accurate and timely recording of employee time.

Maximize operational efficiency and reduce errors with real-time inventory tracking and visibility.

A reliable partner

We are your committed technology partner who provides personalized support to every customer.
Our experienced team gives you expert guidance on making PZ work best for your business.
We listen closely to our customers and use their feedback to continuously improve our product.