Project management built around the location—not the proposal.

Give Your Customers Exceptional Service Without Project Information Getting Lost

When every proposal becomes a separate project, your team wastes valuable time searching for information scattered across the same location. ProjX360 keeps every proposal, change order, document, work order, invoice, and project detail together—so your team can work efficiently and deliver the experience your customers expect.

One Customer Location
Johnson Residence
Complete Record
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Proposals & Change Orders
Documents & Drawings
Purchasing & Inventory
Project Management
Work Orders & Time
$
Invoicing & Reporting

One Location. One Project.
Everything in One Place.

One Customer Location Should Not Become Five or Ten Separate Projects

Most project software treats every proposal as a new project. That may fit the software, but it does not fit the way your business actually serves a customer.

A single home or business can have an original proposal, upgrades, additions, change orders, and ongoing service. When each proposal creates another project, the complete story of that location gets divided into pieces.

?
Which project has the latest information?
?
Where are the drawings, approvals, and product details?
?
Was this item part of the original proposal or a later addition?
?
Where can we find the customer's service and project history?
Every search creates another delay. Those delays cost time, reduce profit, frustrate your team, and make it harder to deliver the responsive service your customers deserve.

Keep the Entire Customer Journey Connected

ProjX360 organizes your work around the customer's location. Instead of creating a disconnected project every time a new proposal is written, your team works from one central project record for the home or business.

Keep Everything Together Keep proposals, change orders, documents, purchase orders, invoices, work orders, and history together.
One Current View Give every department access to the same current project information.
Stop Searching Reduce time spent searching, asking, and recreating information.
Smoother Handoffs Create smoother handoffs from sales through production, installation, billing, and service.
Respond Faster Respond faster and give customers confidence that your team is in control.

Three Steps to a More Connected Business

01

Schedule a Personalized Demo

Show us how your team works today and where information gets lost.

02

Build Your Workflow in One Connected Platform

Bring your project information and departments together.

03

Deliver a Better Customer Experience

Give your team the clarity to work faster, protect profit, and serve customers well.

Everything Your Team Needs to Move Work Forward

One connected platform from the first opportunity through ongoing service.

CRM & Sales

Capture opportunities and move clean information into the project.

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Proposals

Build accurate proposals without losing sight of the complete location.

Project Management

Keep schedules, documents, tasks, communication, and progress connected.

Purchasing & Inventory

Know what has been ordered, received, allocated, and installed.

Time Tracking & Work Orders

Give the field team clear direction and preserve a complete labor and service history.

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Invoicing & Reporting

Turn project activity into confident billing and better business decisions.

Less Searching. More Progress. Better Service.

Without a single source of truth, small delays become missed details, margin erosion, rework, and frustrated customers. With ProjX360, your team knows where to look, what comes next, and how to keep the customer informed.

Without a Single Source of Truth

Information Gets Scattered

Multiple projects for one location
Teams searching for the latest information
Repeated questions and unnecessary handoffs
Missed details and rework
Margin erosion and delayed progress
Frustrated customers
With ProjX360

Your Team Knows Where to Look

One complete record for the location
Current information available across departments
Smoother handoffs from sales through service
Better visibility into project health
Better visibility into the health of your business
A complete history for future service and upgrades
Your customers experience a prepared, responsive team. Your employees spend less time hunting for answers. And you gain a clearer view of every project and the health of your business.

Best Software Support

HTA

Since 2015 we offer outstanding customer service, tech support & training.

Learn More
Overview [Total time: 8:44]
What We Do [Total time: 1:43]
Demo [Total time: 31:13]

Connect the Tools Your Business Already Uses

ProjX360 works with leading industry, accounting, payment, and portal platforms.
Learn more about ProjX360 through product overviews, demonstrations, and industry events.

D-Tools
Portal
Intuit QuickBooks
Stripe
CEDIA
InfoComm
Lightapalooza
ProSource

Run Every Project
With Confidence

Your team should not have to search through multiple projects to understand one location. See how ProjX360 can bring the entire customer journey together.

Schedule Your Personalized Demo →