Proposals
Bob the AI writes the whole proposal and you edit it on the page. E-signatures, optional upgrades with live totals, Stripe and QuickBooks payment links. Analytics show opens, reading time and which sections held attention. Auto Labour prices the labour from the product list.
Proposal generator with mass editing, e-signatures, labour bidding, open and approval alerts
CRM
Full CRM with pipeline, lead scoring, email sync
Sales CRM: pipeline value, opportunities, activities, lead sources and status, sales reports
Email & calendar integration
Native Gmail, Outlook, and calendar sync. Create customers, projects, work orders, invoices from email. Any other mailbox connects over SMTP and IMAP.
iCal push to calendars such as Outlook. Invoices send through your email client. Inbox sync not listed.
Project management
Work orders, a Dispatch board for your crews, scheduling, task templates, notes with @mentions, change orders with digital sign-off
Location-based PM with multi-system tracking per property
Time tracking
Mobile and desktop, with breaks, a live lock-screen timer and offline clock-in
Yes
Inventory management
Included on every plan, at no extra cost.
Yes: barcode scanning, serial tracking, project-based allocation, multiple warehouses
Service management
Via customer portal and work orders, with service call, maintenance and warranty job types
Service work orders and scheduling, repair tickets, RMA tracking, warranty status
Location-based architecture
Project-based (customers can have multiple projects)
Yes: all systems, docs, and service tied to physical location
Website builder
SEO-ready website and blogs included
Not available
Social media
Echo social media, SEO, and blogs included
Not available
Marketing services
Managed marketing services available for existing customers
Not available
Customer portal
Yes: projects, invoices, change orders, service
Planned on their road map, not yet a listed feature
Mobile app
iOS and Android. Works offline: clock in, notes, photos and expenses without signal, synced when it returns.
Yes, iOS and Android, with offline time tracking
Extended warranty
SureBright extended warranty options included
Not listed on ProjX360's published pages
FINANCIALS & INTEGRATIONS
Invoicing
Built-in, from the job or standalone with catalogue products. Request for Payment with reusable schedule templates. QuickBooks, Xero, Stripe and QuickBooks payment links included.
Built-in service and progress invoices, pushed to QuickBooks. Card and ACH through Stripe.
D-Tools integration
Not available
Yes
Portal.io integration
Not available
Yes
AI features
Bob the AI, email intelligence, content generation, product search
AI Assistant for product help, 24/7. AI scopes of work in development.
Pricing
Published tiers, all features at every tier
Starter $229, Growth $449, Professional $789, Enterprise $1,199 /mo. Extra full users $70-$85, extra tech users $15-$29.Setup fee $445 to $1,995 depending on tier
Included users
1, 3 or 7 office and 2, 5 or 10 field, depending on tier
2/3, 4/6, 8/12 or 16/24 full and tech users, depending on tier
Setup fee
One-time fee set by plan, Year 1 only
$445 to $1,995 one-time, with 6 to 20 onboarding hours included
Free trial
14 days
Free sandbox on registration. No trial length stated.
Prices exclude VAT, GST, US sales tax, and other applicable local taxes unless stated otherwise.
ProjX360 features and pricing verified against their own published pages on 3 November 2026.