Who this is for: Managers
📋 Master Journey — 7-Part Guide
- Part 1: The PriceRight Pro Business Cycle — Start Here — You are here
- Part 2: Find and Track Your Prospects
- Part 3: Build an Estimate That Wins Jobs
- Part 4: Present, Sign, and Collect a Deposit
- Part 5: Invoice, Get Paid, and Manage the Job
- Part 6: Close the Job and Ask for a Review
- Part 7: How PriceRight Pro Sets You Up for Tax Season
💼 Why this matters
Most business tools are built around a single job — invoicing, or expenses, or scheduling. PriceRight Pro is built around a cycle. Every feature connects to every other feature. Understanding the cycle means you’ll know exactly where each tool lives, why it exists, and what it’s feeding downstream. You stop using it like a collection of apps and start using it like a system.
Every job you run — from first contact with a prospect to the last dollar hitting your account — follows the same nine stages. PriceRight Pro is designed around that cycle. Here’s how it works.
Stage 1 — Foundation #
Before you build a single estimate, you set up your pricing foundation: your real costs, your labor burden, what you need to pay yourself, and your target markup. Every estimate you build after this is priced against your actual numbers — not a guess. Start with the Business Foundation setup →
Stage 2 — Prospect #
You meet someone who needs your services. Scan their business card, or add them manually to your CRM. They’re now a contact with a history, a lead source, and a potential deal value — not a name on a piece of paper that will end up in a pile. How to find and track your prospects →
Stage 3 — Pipeline #
Your prospect moves into the Kanban pipeline: New Lead, Contacted, Estimate Sent, Negotiating. Set a follow-up reminder so no lead goes cold while you’re busy running jobs. How to move leads through your pipeline →
Stage 4 — Estimate #
Build the estimate in the Job Builder. Add your scope, line items, materials, labor, and markup — all pre-loaded from your Foundation setup. The Smart Pricing Advisor flags if you’re pricing below your floor. How to build an estimate that wins jobs →
Stage 5 — Convert #
Present the estimate in Client Mode — full screen, professional, ready for questions and adjustments on the spot. Collect a digital signature and a deposit before you leave the room. Or send a remote approval link and let the client sign from their phone on their own time. How to present, sign, and collect a deposit →
Stage 6 — Invoice #
The invoice generates automatically from the signed estimate. Send it with a Stripe payment link. Track partials, milestones, and final payment — all in one place. How to invoice and get paid →
Stage 7 — Job #
The job is active. Your crew clocks in and out through the Crew Portal — no app install required on their end. Log actual costs as you go: materials, labor hours, equipment, subcontractors. Track mileage. Scan receipts at the job site. If you have a field sales team, they work in Field Mode: building estimates, logging notes, and exporting everything back to you in a single file. How to manage an active job →
Stage 8 — Complete #
Mark the job done. Record final payment. Send a review request while the work is still fresh in your client’s mind. One tap — and you’ve closed the loop on every piece of the job. How to close the job and ask for a review →
Stage 9 — Tax Season #
Here’s what most contractors don’t realize: if you’ve used PriceRight Pro correctly across Stages 1–8, your tax record is already built. Every expense, every mile, every sale, every subcontractor payment is logged, categorized, and ready to export. Tax season stops being a reconstruction project and starts being a report. How PriceRight Pro sets you up for tax season →
🚀 Smart Business Tip
The contractors who get the most out of PriceRight Pro aren’t the ones who use the most features — they’re the ones who use the cycle consistently. Every stage feeds the next one. A prospect logged in Stage 2 becomes a client in Stage 6. An expense logged in Stage 7 becomes a deduction in Stage 9. The more complete your cycle, the less you have to do at year-end.
✅ You know the cycle. Now build your Foundation.
Before any of the other stages can work at full power, Stage 1 needs to be set. Your pricing is only as accurate as the numbers behind it.
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