Profit Max is the service business CRM that maximizes profit and builds recurring revenue.
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Profit Max is an all-in-one CRM for service businesses. It centralizes your leads, quotes, work orders, invoices, payments, and customer messaging so you can run your entire business from one app.
Build a quote or estimate from your own services and prices, send it by email or text, and your customer accepts it online.
Profit Max does the math to show you what you need to charge for each service.
Every accepted quote becomes a work order, so you can put the job on your calendar right away.
When the job is done, Profit Max creates the invoice, and your customer can pay it online by card.
Add expenses with a photo of the receipt, set up the ones that repeat, and see your profit and loss.
The Profit Max app for iPhone and Android allows you to quote, schedule, and invoice from the job site.
Start with a 14-day free trial with every Pro feature. No credit card required.
Profit Max prices every job to exceed your target profit margin, grows every job with packages, limited-time offers, and recurring service plans, and optimizes your pricing to profit more over time.
Profit Max tracks how often each service wins jobs and tells you when you can charge more.
Give your customer up to three versions of the job to choose from on one quote.
Add discounted add-ons with a countdown timer, so customers have a reason to accept the quote sooner.
Service plans retain customers and continually increase your monthly recurring revenue.
You can do all three steps during your free trial.
Sign up with your email, and your 14-day free trial starts right away. You don't need a credit card to start it.
The Setup Checklist takes you through it one step at a time: your costs, your services and prices, online payments, and texting.
As you send quotes, your profit margin and close rate are tracked, automatically optimizing over time to maximize year-end profit.
Profit Max lets you send quotes, schedule jobs, send invoices, get paid online, and track your expenses, all from one app. Profit Max is the service business CRM that maximizes profit and builds recurring revenue.
Yes. Your customer opens the quote from the email or text you send, agrees to your terms, and clicks Accept Quote. Profit Max then creates the work order, so the job is ready to schedule.
Yes. The Profit Max app for iPhone and Android allows you to build and send quotes, see your schedule, finish jobs, and send invoices from the job site.
Yes. Completing a job creates the invoice with every item on it, and you can send it by email or text. Once you connect Stripe, your customers can pay online by card, and you can take tap to pay payments in person with the Profit Max app.
Yes. You can add an expense with a photo of the receipt, set up recurring expenses like insurance or a software subscription, and see your expenses in the Profit & Loss and Expense Summary reports.
Profit Max Starter is $49 a month, or $29 a month when you pay for a year up front, and includes quotes, scheduling, invoices, online payments, expense tracking, and the mobile app for one user. Pro adds Price Optimization, Packages, Limited-Time Offers, and Service Plans for up to 10 users, at $199 a month, or $149 a month when you pay for a year up front. Every new account starts with a 14-day free trial.
Yes, and it's free. Upload the files you export from your old software, like Jobber, Housecall Pro, Markate, QuickBooks, or a spreadsheet, and the Profit Max team moves your customers, jobs, invoices, and prices into your Profit Max account.
Start your free 14-day trial. No credit card required. See how much more you could be profiting.
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