A deeper owner-control layer for pipeline context, multi-service notes, invoice reminder drafts, and reporting that shows what is stuck before it becomes expensive.
Built for: An owner with several active service lines, repeatable admin friction, and a need to see the operating picture without giving up control.
Pro includes Growth and expands the workspace across services, teams, workload, recurring back-office work, and owner reporting.
Separate service rules and stages without losing one owner view of work in motion.
Surface scheduling conflicts, stalled handoffs, missing materials, and deadlines at risk.
Invoice reminders, status updates, review requests, recurring checks, and approval-ready batches.
Pipeline, workload, wins, stalled work, customer follow-through, exceptions, and next decisions.
We map services, roles, handoffs, recurring workflows, reporting, permissions, and exception rules before configuring and testing the control tower.
Free training covers multi-workflow configuration, tools, commands, team controls, dashboards, reporting, and sandbox validation.
Compare Business onboarding paths →These disclosures are here for technical buyers and careful owners. They describe the intended setup—not a claim that every integration is already live.
Pro is a lightweight operational layer, not an ERP replacement or an autonomous finance/dispatch system. Complex integrations and high-volume channels are separately scoped.
We confirm the problem, define the approved scope and escalation rules, review privacy and integrations, then provide the secure checkout/onboarding handoff. Production access is enabled only after that review.
Add custom intake and escalation when live customer conversations need more coverage than owner-approved drafts.
Compare the full plan ladder →Use the contact page to describe your goal. Email notifications are not enabled in this private preview, so no request is silently treated as delivered.