Margin Intelligence, reminders and digests on every plan
Starter now includes Margin Intelligence, automated email reminders and follow-ups, calendar digests, recurring revenue reporting and equipment. Professional is the things a vendor bills us for.
Starter is everything that runs on our database. Professional is the connected services — maps, AI, storage, texting and banking. That was always the idea, and today the plans say it plainly.
Now on every plan: Margin Intelligence with at-risk alerts and labor efficiency; automated proposal follow-ups, invoice reminders, review requests and warranty renewals by email; the My Day and My Week calendar digests; recurring revenue reporting across your agreements; and equipment — the catalog, the day’s assignment, and the vehicle on a mileage trip.
Professional is the AI assistants and the voice assistant, receipt scanning, photo storage, address autocomplete and route mileage, job-site weather, text messages to your clients, and the bank feed — the capabilities a third party bills us for each time you use them — plus no $1 minimum on the transaction fee.
Nothing was taken away from anybody. If you were paying for Professional to get margin or reminders, you now have them for the reasons above, and the things you are paying for are the ones that cost something to run.
Later: on October 14 the API, webhooks and Zapier joined Professional’s connected services, and on October 16 photo storage came to every plan, each plan with its own allowance — see Every plan keeps your photos, and as many as the job needs.