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Transforming Service Businesses

Transforming Service Businesses

Transforming Service Businesses

Service Providers

Service Providers

Service Providers

ProTeamo offers a comprehensive suite of applications tailored for service providers, enhancing operational efficiency, client relations, and financial management.


The suite includes the Core App for overall management, Sales App for client engagement, Reports App for data-driven insights, and Accounts App for financial tracking, all integrated to streamline operations and boost productivity.


By integrating job management, sales, reporting, and accounting functionalities, ProTeamo enables service professionals to focus on what they do best - providing outstanding service to their clients.

Core App

Seamless Job Management

From simple tasks to intricate projects, manage it all in one place. Collaborate seamlessly, assign tasks effortlessly, and never miss a deadline again.

Client Management

Comprehensive Client
Management

Add and maintain client information, manage ongoing communications, and handle multiple client companies.

Task Allocation

Task Allocation

Efficiently assign tasks to team members, track progress, and manage job-specific details.

Quotation to Job Conversion

Quotation to Job
Conversion

Seamlessly convert quotations into full jobs, integrating client requests and feedback into the workflow.

Network Co-ordination

Network
Co-ordination

Build a network of trusted external teams for seamless collaboration on complex projects.

Public Directory

Showcase your services in our public directory. Let clients find you and request your expertise with just a few clicks.

Sales App

Smart Quotation System

Smart Quotation
System

Create professional, detailed quotations in minutes reusing your template.

Job Conversion

Convert approved quotations into full jobs with all associated details.

Convert approved quotations into full jobs with all associated details.



Create professional, detailed quotations in minutes. Use our intelligent templates to ensure accuracy and completeness.

Reusable Templates

Create task groups and document lists that you can reuse across multiple jobs and quotations to save time and ensure consistency.

Inquiry Management

Never miss an opportunity. Receive and respond to client inquiries directly in the app. Convert promising leads into quotes or jobs instantly.

Proactive Reminder System

Proactive Reminder
System

Stay ahead of renewals and recurring jobs. Set up smart reminders to reach out to clients at just the right time, ensuring a steady stream of repeat business.

Report App

Job and Task Reporting

Job and Task
Reporting

Track and analyze data from both simple and full jobs, including all related tasks.

Quotation and Sales Reports

Quotation and Sales
Reports

Review the effectiveness of sales efforts with detailed reports on quotations and conversions.

Team Performance Analysis

Team Performance
Analysis

Assess team and individual performance metrics to optimize productivity and job allocation.

Account App

Account App

Transaction Management

Comprehensive
Transaction
Tracking

Keep a clear record of every financial interaction. Track income, expenses, bills, and receipts.

Bill and Receipt Processing

Multi-level Financial
Overview

Manage billing documents and receipts efficiently, maintaining accurate financial records.

Expense Reporting

Seamless Integration

Monitor and analyze expenses at both team and individual levels to control costs.

Multi-level Financial
Overview

Multi-level Financial
Overview

Get the big picture or dive into the details. View financial data at the job level, team level, or across your entire business.

Inter-team Financial
Coordination

Handle transactions between different service provider teams engaged in joint projects.