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ProDesk

What it is

ProDesk is a contractor workspace for managing estimates, schedules, invoices, customer records, payments, and jobs. Contractors can prepare estimates on-site, follow approval status, send automatic follow-ups, and convert approved estimates into invoices. Scheduling tools assign crews, help prevent double-booking, and send appointment reminders. The CRM keeps customer job histories, notes, photos, and billing records together. Contractors can give customers portal access to review estimates, approve work, follow job status, and see past invoices. Team members can receive assigned jobs, while technicians using the mobile app see only their own jobs. ProDesk is available on Android, iOS, and the web, and is presented for service contractors in more than 28 industries. There are no usage caps on estimates, invoices, customers, or jobs. Access is free while a user remains active in both Service Connection and FieldDirect; completely closing availability may result in a software fee. Coverage and lead volume vary by location and trade. Stripe handles payments at its standard rates, typically 2.9% + 30¢ per transaction.

For and against

For

  • Free access while active in both required programs
  • No caps on estimates, invoices, customers, or jobs
  • Customer portal supports approvals and job-status viewing
  • Scheduling includes crew assignments and reminders
  • Runs on Android, iOS, and web

Against

  • Closing availability entirely may trigger a software fee
  • Coverage and lead volume vary by location and trade
  • Stripe processing fees apply

The verdict

ProDesk brings contractor workflows and customer access into one workspace, with no usage caps on core records. Check the availability condition and Stripe processing fees before relying on its free access.

Who it suits

ProDesk suits service contractors who want estimates, scheduling, customer records, invoicing, and job tracking together. Its free access condition requires active availability in both Service Connection and FieldDirect.

Plans and prices

ProDesk Software

Priced on request

Free while available to Service Connection and FieldDirect customers · unlimited estimates, invoices, customers and jobs · Stripe payment processing fees apply

Every plan, in full

On the record

Availability condition
Free access requires active visibility in both Service Connection and FieldDirect, and a software fee may apply if availability is closed entirely.prodesk.io · read 2 Oct 2026
Customer portal
Contractors can give customers portal access to view estimates, approve work, track job status and access past invoices.prodesk.io · read 2 Oct 2026
Customer records
The CRM keeps customer job history, notes, photos and billing records together.prodesk.io · read 2 Oct 2026
Estimates
Contractors can create and send estimates on-site, track approvals, follow up automatically and convert estimates to invoices.prodesk.io · read 2 Oct 2026
Integrations
The pricing page lists Stripe payment integration, while the ecosystem page says jobs from Angi, Thumbtack and TaskRabbit can be added manually.prodesk.io · read 2 Oct 2026
Intended users
ProDesk is presented for service contractors across 28+ industries.prodesk.io · read 2 Oct 2026
Network limits
Service Connection coverage and lead volume vary by location and trade, and FieldDirect programs vary by trade and geography.prodesk.io · read 2 Oct 2026
Payment fee
The pricing page says Stripe processing typically costs 2.9% + 30¢ per transaction.prodesk.io · read 2 Oct 2026
Payments
The platform supports online payments and automated payment reminders, with payment processing through Stripe at its standard rates.prodesk.io · read 2 Oct 2026
Product
ProDesk is a contractor workspace for estimates, scheduling, invoicing, CRM, payments and job tracking.prodesk.io · read 2 Oct 2026
Scheduling
Scheduling tools let users assign crews, avoid double-booking and send automated appointment reminders to customers.prodesk.io · read 2 Oct 2026
Team access
Team members can be assigned jobs, and each technician sees only their own jobs in the mobile app.prodesk.io · read 2 Oct 2026
Usage limits
The pricing page says there are no usage caps on estimates, invoices, customers or jobs.prodesk.io · read 2 Oct 2026

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