Move from a supported customer inquiry and real property photo to a scheduled, visualized project—then keep the selected concept, final scope, signature, and payment connected through the close.
Eligible new businesses can choose a plan and add a card after creating an account. The selected subscription begins after the trial and renews until canceled.
Project Preview Pro turns the transformation into a structured customer decision, then carries that decision into the final business workflow.
Start with the customer's actual home, room, yard, or project area. Generate the visual direction, refine it, and keep the selected concept attached to everything that follows.
See it in the live showroom
Presentation concept readyPackage the approved concept, final proposal, invoice, signature, and secure payment step into one clear customer experience.
See when a client views a proposal, requests a change, approves a concept, or is ready for a follow-up.
Track visualized opportunities, project value, approvals, revision activity, and wins from one workspace.
Save the packages, services, materials, specifications, and pricing your company offers, then apply them to each project area and editable proposal.
Subscribed businesses can organize supported text, email, and Angi inquiries, review AI assistance, manage follow-up work, and carry customer context into the Project Preview Pro workflow.
Keep supported inquiries, messages, customer details, source, and approved photos together. Connection checks surface provider problems without creating customer activity.
Summarize requests, identify missing information, suggest questions, and prepare drafts. A business user reviews every send.
Compare verified email and phone details to connect a lead to an existing customer and surface possible duplicates for review.
Assign private work across leads, customer projects, appointments, or the general business; choose custom deadlines; and place eligible inactive leads into an owner-reviewed retention queue with a reversible 30-day recovery window—never automatic deletion.
Plan consultations, site visits, estimates, and installations in month, week, day, or agenda views.
Move owner-approved customer details and a sanitized project photo into the existing visualization and proposal workflow.
AI does not send prices, proposals, invoices, or scheduling promises. Google and Outlook Calendar connections synchronize only appointments the business explicitly approves; personal events are not imported.
A render without a decision is inspiration. A proposal without the visual loses the emotional reason to buy. Project Preview Pro keeps both sides of the sale connected.
The client can review, compare, approve or request changes without creating an account. The business stays in control of the final scope, price, payment provider, and accounting handoff.
Preserve the selected visual and revision history instead of losing the decision in a text thread.
AI supports the sales conversation; the professional confirms the final scope, price, and terms.
Review the project, respond, accept the final documents, and use the available payment option from a focused experience.
Connect Stripe or Square, record offline payments, and optionally synchronize supported records with QuickBooks.
Project Preview Pro can keep approved lead intake, scheduling, visualization, proposal, payment, and accounting handoff in one polished environment.
Each business connects its own payment account. Customers approve the final proposal, choose an available payment method, and pay through that business's selected Square or Stripe checkout. Cash, check, and other offline payments can also be recorded without moving funds through Project Preview Pro.
Give customers the confidence to move forward while keeping the concept, final documents, and payment connected.