advanced automation
Build true budgets
Easy to read budgets
True Pro makes building annual budgets a breeze. Build a budget for your client that easily read, and can expect to budget money that month for your service, maximizing your returns for that client.
Automated Propoals
Proposals
Design proposals that match your brand and your process. Customize the look, feel, and approval flow so your proposals work the way you do—making it easier for clients to say yes.
Automated Proposal Workflow
Never forget another seasonal proposal. With True Pro, recurring proposals—like winter flowers or maintenance renewals—are automatically generated and sent for client approval, keeping your sales pipeline consistent and effortless.
TRUE PRO SIGNATURE
Legally Binding Proposals and Contracts
With True Pro Signature, create and send professional proposals for digital signature in just a few clicks. Once your client signs, you’ll receive an automatic task reminder—and the job is instantly marked as won. Stay organized, close deals faster, and never miss another opportunity.
*add on feature
Automated Invoicing
Stop chasing invoices.
True Pro makes billing simple, automatic, and reliable—saving you hours of admin work. Customize your entire collections process with automated emails, task reminders, late fees, lien notices, and more—so you get paid faster, without the hassle.
Email your invoices, get paid online, sync to QuickBooks.
Payments, simplified.
Email invoices and let customers pay by credit card or ACH—with the option to set up automatic payments for added convenience.
With True Pro Pay, offering flexible payment options is easy for you and effortless for your customers.
