ProTack — Capture it. Tack it to the job. Get it done.
ProTack — Capture it. Tack it to the job. Get it done.

Turns communication into action.

ProTack is the execution and scheduling system that keeps work moving until it gets done.

From communication to execution — all in one system.

Where communication never gets lost.

Stop running your company onphone calls, texts and memory.

ProTack turns communication into action.

Capture what happens in the field, tack it to the right job, assign the next step, and keep it visible until it gets done.

ProTack is operations software that turns communication into action. It connects the field, office, teams, customers and work records in one system — so calls, texts, voice notes, photos, requests, decisions and follow-ups don’t get lost.

Built-in CRM, field operations, job costing, purchasing and project controls — all tied to the same job record.

Built first for construction and field operations. Designed to adapt to any business where communication, accountability and follow-through matter.

Get startedSee how it works

Get started opens sign-in. ProTack is in a controlled pilot: new companies join by invitation or approved request, not open public signup.

For construction and service teams: field to office to supplier, from the first request to the completed job. Supplier ordering runs inside ProTack; outside supplier system connections are not live yet.

Capture it. Tack it to the job. Get it done.

Field

  • Voice note
  • Photo
  • Material request
  • Daily report
  • Time
  • Problem
ProTack

ProTack

  • Capture
  • Understand
  • Assign
  • Confirm
  • Close

Office

  • Assigned
  • Tracked
  • Documented
  • Closed
  • Billed

Nothing from the field should get lost.

Location

Knows which job the information belongs to.

AI

Understands what was captured and helps organize it.

Open Loops

Keeps unfinished work visible until someone actually handles it.

Running today

What ProTack does today.

Everything below is in the product now, in use from a phone in the field and from the office desk.

Capture from the field

  • Voice notes, photos, video and typed captures tacked to the job
  • Material requests, RFIs, extra work and punch items
  • Receipt capture with the figures read back for review
  • Daily Reports and End Day

Work orders and scheduling

  • Work orders from a job, customer, property, issue or lead
  • Assign, schedule and follow the status through to complete
  • Voice-drafted work orders a person confirms
  • Field work order cards with the nearby job offered

Built-in CRM — customers, leads and quotes

  • Leads, customers, contacts, properties and opportunities
  • CRM follow-ups that stay open until somebody handles them
  • Customer estimates and quotes out; subcontractor quote requests in
  • Won work turned into real jobs

Locations, maps and directions

  • Verified addresses, confirmed job site pins and job geofences
  • Map, Satellite and Hybrid views with markup and measurements
  • Calibrated drawing measurements for any trade
  • Delivery and access pins with secure expiring directions links

Issues and portals

  • Customer and tenant issue reporting by secure link
  • Issue Pins with photos, voice notes and confirmed on-site location
  • One conversation thread per issue, with status events
  • Property, building, floor and unit structure

Vendor Price Center

  • Upload vendor quotes and keep the original exactly as received
  • Confirm pricing line by line before it counts as a price
  • Compare suppliers on the same unit, with freight and fees included where the quote stated them
  • Record which vendor was chosen, with confirmed price history

Time, cost and money

  • GeoTime hours the crew taps, on the right job
  • Your own labor cost and billing rates
  • Job cost and job profitability from real records
  • Approved work marked ready for billing, exportable to accounting

Records and finding things

  • Completion records, punch items, callbacks and safety documentation
  • Project Records with originals kept as captured
  • Search across the company's records, and Ask ProTack over them
  • Help, training and glossary in the app

Purchasing, payables and yard

  • Purchase orders with committed cost by category
  • Receiving against POs, full or partial, with damaged and short counts
  • Vendor invoice scanning, review and posting to job cost
  • Accounts payable: partial payments, check printing on preprinted stock, void and reissue
  • Stock on hand by location, with issues, returns, transfers and reorder points
  • Equipment scheduling with downtime and double-booking checks
  • Field capture that waits and retries when signal drops

Email Hub and job communication

  • Import job emails (.eml) with originals, times and attachments locked
  • File emails to jobs — ProTack suggests, a person confirms
  • Job Timeline by month and week, and a Tree by topic, over the same emails
  • Vendor invoices and receipts sent from email into review

Full job costing

  • Receipt scanning for fuel, parking, tolls, meals, tools, freight, travel and overhead
  • Company card statement import (CSV) matched to receipts, counted once
  • Split costs across jobs or file them to overhead
  • Missing-receipt follow-ups and cost by source on every job

AI Operations

  • AI Office Coordinator: a daily brief of what needs a person
  • Company Memory with sources, dates and correction history
  • AI Business Advisor on your own numbers, with sandbox what-if scenarios
  • AI answers use your industry's wording; every suggestion waits for a person

Workforce

  • Hours, overtime risk, missing punches and certification expiry
  • PTO and sick leave on your own company policy, with approvals
  • Employee self-service for own hours, time off and certifications

Blueprint measurement and takeoff

  • PDF or image plans, and phone photos of paper plans with four-corner straightening
  • Printed, engineering, custom, scale-bar and two-point scale that locks once confirmed
  • Length, area, count, angle and slope, with totals and waste by category
  • Confirmed takeoffs sent into estimates — never changed automatically

Industry profiles and trade calculators

  • 31 industry profiles, from electrical, plumbing, HVAC and concrete to facilities and fabrication
  • Extra trade packs and custom categories your admin sets up
  • Fixed-formula calculators for your trade first, with every calculator available

Vehicle and van inventory

  • Each van or truck as a stock location with minimum and par levels
  • Find parts by barcode, QR, ProTack label or photo — you confirm the item
  • Parts used on a service call come off the van and hit job cost once
  • Low-stock follow-ups, warehouse-to-van restocks and cycle counts

Needs connection

Built and ready inside ProTack. These switch on once your own provider account is connected:

  • Gmail / Google Workspace mailbox (email import works today)
  • Microsoft 365 / Outlook mailbox (email import works today)
  • Live bank and card feeds (card statement CSV import works today)
  • Text message (SMS) notifications (in-app notifications work today)
  • QuickBooks and accounting sync (export and handoff work today)
  • Single sign-on (plain sign-in works today)

Planned

  • Trade-specific estimate templates from takeoffs
  • AI suggestions for naming and categorising traced measurements
  • Live camera view for continuous barcode scanning (photo scanning works today)
  • Detailed AI industry guides for every profile (nine are detailed today)

ProTack records what people capture and confirm. It never clocks anyone in or out on its own. Sending texts, reading a mailbox or card feed, and posting to your accounting system happen only once that provider is connected. ProTack does not place vendor orders or print bank MICR lines. Measurements keep their labels: ESTIMATED MAP MEASUREMENT for map and satellite readings, CALIBRATED DRAWING for scaled plans, and VERIFIED FIELD MEASUREMENT once checked on site — none are survey-grade. The core is industry-agnostic: trade profiles change wording, calculators and categories on one shared system.

The problem

Bad communication costs contractors money.

A foreman says

“We need material by Friday.”

A GC says

“Go ahead and do the extra work.”

Someone says

“Remind me about this next week.”

A supplier

delivers short.

A meeting

creates six action items.

A crew

completes an area.

A customer

later claims something was damaged.

Without a system, those conversations depend on someone remembering them. ProTack turns them into records and actions between field crews, office staff, owners, project managers, general contractors, customers, vendors and subcontractors.

Eliminate the memory trap.

Your company should not depend on one owner, foreman or project manager remembering everything. Important information should not live in someone's head.

Today it gets lost in

  • Phone calls
  • Text messages
  • Emails
  • Someone's memory
  • Jobsite conversations
  • Meetings
  • Paper notes
  • Photos sitting on phones

ProTack captures

  • Voice
  • Text
  • Photos
  • Video
  • Meetings
  • Material requests
  • Extra work
  • RFIs
  • Deliveries
  • Time
  • Daily reports
  • Completion records
  • Follow-ups

Then ties everything to the correct job.

Communication → action

From a conversation to a closed loop.

  1. Someone says something
  2. ProTack captures it
  3. Understands what it is
  4. Tacks it to the job
  5. Assigns responsibility
  6. Follows it
  7. Closes the loop

Operating philosophy

Capture it
Understand it
Assign it
Confirm it
Close it

Hearing it is not the same as getting it done.

A request should not disappear because someone opened a text or read an email. ProTack Open Loops keep important work visible until the underlying action is actually completed.

Material requested
Ordered
Delivered
Meeting commitment
Assigned
Completed
Extra work
Documented
Approved
Ready for Billing
RFI
Submitted
Answered

One system from the field to the office.

ProTack Field

Built for crews, foremen and technicians.

  • Voice capture
  • Photos
  • Video
  • Nearby job suggestion
  • GeoTime clock-in
  • Work orders
  • Material requests
  • Receipt capture
  • Issue Pins
  • Daily Reports
  • Completion records
  • Meetings
  • Deliveries
  • RFIs
  • Extra work
  • Measurements
  • Before / after documentation

ProTack Office

Built for owners, PMs and office teams.

  • Alerts
  • Open Loops
  • Calendar
  • Work Orders
  • Customers & Leads
  • Quote requests
  • Time & Crew
  • Materials
  • Deliveries
  • Receipts
  • Job Cost & Profitability
  • Meetings
  • Change Orders
  • Punch List
  • Ready for Billing
  • Compliance
  • Directions & access
  • Map markup & measurement
  • Project Records
  • Conditions on daily reports
  • Business Numbers
  • Scale Advisor
  • Accounting handoff

If it happened on the job, ProTack can document it.

Who said it?

What was requested?

When did it happen?

Where did it happen?

Who owns the next step?

When is it due?

Was it completed?

What proof exists?

ProTack is an operational record of the job, not just another messaging app.

Prove what the job looked like when you left.

Roof completed

September 1

  • Completion photos
  • Video
  • GPS
  • Crew
  • Time
  • Area clean
  • Locked completion baseline

Leak reported

October 6 — 35 days later

  • Current inspection
  • 6 new penetrations observed
  • 5 rooftop installations observed
  • Comparison to original condition

ProTack records observed conditions and dates. It does not determine legal fault.

Don't leave a meeting with six things everyone forgets.

ProTack can capture meeting notes and voice records and help break them into what actually has to happen next.

Decisions
Instructions
Action items
Who owes what
Due dates
Material requests
RFIs
Schedule changes
Potential change orders
Follow-up meetings
Meeting
Notes / record
Action items
Open Loops
Done

Leave the job with a record.

Crew
Hours
Work completed
Work remaining
Materials
Delays
Photos
Video
Meetings
Cleanup
Tomorrow's plan

Much of the daily report can assemble itself from activity already captured during the day.

ProTack turns communication into action.

A conversation, request, problem or promise should not disappear. ProTack ties it to the right job, gives it an owner, and follows it until it is handled.

GC says

“Add another 75 feet.”

  • Field — records it.
  • ProTack — tacks it to the job.
  • Office — reviews, prices, approves.
  • Result — ready for billing.

Foreman says

“We need material Friday.”

  • ProTack — creates a material request.
  • Adds the due date.
  • Opens a loop that stays visible until it is handled.

Stop letting extra work disappear.

Extra work identified
Documented
Approval
Ready for Billing
Accounting

ProTack helps ensure work discussed in the field reaches the office before it becomes forgotten revenue.

Business Numbers · Rate Builder

Know what your company actually needs to charge.

Labor burden
Overhead
Productive hours
Break-even
Hourly billing rate
Target margin
Revenue requirements
Crew cost
Job pricing

Stop guessing what you should charge.Know your numbers.

ProTack Scale Advisor

Grow without outgrowing your systems.

Office overload
Field capacity shortages
Too many overlapping jobs
Owner dependency
Billing backlog
Purchasing bottlenecks
Missed follow-ups
Staffing pressure

Example observations

“Your field operation has grown faster than your office workflow.”

“Your upcoming job load exceeds recent crew capacity.”

ProTack helps small companies learn the operating structure larger companies already use.

Build the company, not just the work.

  1. Everything is in the owner's head
  2. Everything has an owner
  3. Everything has a process
  4. The company can scale

ProTack helps growing contractors build repeatable processes before communication and administration become the bottleneck.

Built first for construction and field operations

Built for any business where communication and follow-through matter.

ConstructionField ServiceElectricalPlumbingHVACRoofingSheet MetalConcretePavingTransportationProperty ManagementFacilitiesCleaning & JanitorialLandscapingManufacturingWarehousingVeterinary PracticesHealthcare OperationsService Businesses

Different work. Same problem. What happens out in the field has to reach the office, reach the right person, and get handled.

Construction and field operations are the current primary product. Other industries are listed as examples of where the same capture-to-close system applies — industry-specific workflows are not all built yet, and ProTack does not provide regulated-industry certifications such as HIPAA compliance or medical-record capability.

One platform. Many trades.Choose one or choose several.

During setup, companies select a primary trade and any additional trades they perform. ProTack adapts the terminology, reports, checklists, calculators and workflows without creating separate software for every trade.

TerminologyDaily ReportsCompletion checklistsCalculatorsWorkflowsTrade-specific fields

ProTack GeoTime

Know who was on the job — and where the hours belong.

Employee taps clock-in / out
Jobsite verification
Crew hours
Job labor totals
Travel / supplier pickup
Time corrections
Daily Report integration

Location is used to verify job-related time and put hours on the right job. The person taps clock-in and clock-out — ProTack never starts or stops anybody's time on its own.

Know who is cleared to work.

W-9
COI
Workers Compensation
General Liability
Licenses
Certifications
Expiration alerts

Workers comp missing

Red — not cleared

Missing, expired or unverified coverage stays red until the office reviews a valid document.

Cost Watch · Business Numbers

Know your cost. Price with confidence.

Expected supplier cost
Actual supplier cost from receipts
Your true cost
Your selling price
Gross profit and margin
Margin targets

Being the cheapest is not the goal.Knowing your numbers is.

These figures come from your own receipts, hours and rates. Vendor Price Center compares suppliers on the same unit from quotes your company uploaded and confirmed. ProTack does not place orders.

Document the conditions.

Job
Date / time
Daily Report
Delay
Job timeline

ProTack records conditions and the field team's reported impact without automatically assigning causation.

ProTack doesn't just store information. It follows it.

Material not ordered

Stays visible until resolved.

Meeting not confirmed

Stays visible until resolved.

Approved work not billed

Stays visible until resolved.

COI expiring

Stays visible until resolved.

Workers comp missing

Stays visible until resolved.

Daily report missing

Stays visible until resolved.

Open RFI

Stays visible until resolved.

Delivery short

Stays visible until resolved.

More jobs should not mean more chaos.

ProTack helps growing companies add crews, jobs and revenue without forcing the owner to personally remember every conversation and chase every task.

ProTack AI · ProTack Calc

Help with the work, not authority over it.

ProTack AI

Understands field captures, drafts records, extracts requests and suggests action items — as reviewable suggestions a person confirms.

ProTack Calc

Voltage drop and conduit fillPipe slope and volumeDuct airflowConcrete and rebarStairs and raftersRoof pitch and areaDrywall, paint, flooring and tileExcavation and asphaltSteel weightStuds and fence posts

What contractors get out of it.

Less miscommunication

Less chasing

Fewer missed requests

Better job records

Faster follow-through

Better extra-work recovery

Better office visibility

Better accountability

Better scalability

Accounting handoff today · QuickBooks sync needs connection

ProTack gets the work ready. Your accounting system finishes the money.

Field
Approval
Ready for Billing
Accounting

ProTack prepares approved work for accounting and keeps failed or unfinished handoffs visible. ProTack keeps the operational record. Your accounting system keeps the books.

Plans built around how your company works.

ProTack

Crew

Small crews that need field capture, open loops, daily reports and photos.

Request pricing →

ProTack

Company

Field plus the full office desk: alerts, materials, deliveries, GeoTime and billing handoff.

Request pricing →

ProTack

Multi-trade

Several trades, compliance tracking, Cost Watch, Scale Advisor and accounting handoff.

Request pricing →

Pricing depends on crew size and which modules you turn on. Talk to us and we will price it for your operation.

ProTack turns communication into action.

Stop running your company on phone calls, texts and memory.

Capture it. Tack it to the job. Get it done.

Capture it
Understand it
Assign it
Confirm it
Close it

Questions? support@protack.co