Design
Place cameras, network devices, access control, AV and pathways on a scaled plan.
Start a ProjectServices 12–13 · Contractor automation
Design it. Quote it. Follow up. Schedule the work.
Plan Studio, Proposal Center and Sales CRM connect the full contractor workflow. Move from a field-ready system layout to a visual customer proposal, then manage follow-up and installation without rebuilding the project.
Best fit for a working contractor team
Complete Team · $369/month
For up to five users who need design, quoting, customer management and scheduling in one controlled workspace.
- Shared Plan Studio projects
- Visual proposals and attached plans
- Customer CRM and assigned follow-up
- Installation calendar and employee permissions
Quote
Reuse the same industry icons in an itemized, easy-to-read customer proposal.
Attach
Connect the finished plan to the matching customer, quote and project record.
Follow up
Keep leads, calls, prepared emails and customer actions in one assigned sales queue.
Schedule
Collect approval, hand off payment and schedule the installation from the same record.
Built for office and field teams
One connected workspace across every screen.
Use a tablet or laptop for intensive plan production, a foldable or phone for site corrections, and any modern phone for customer-ready quoting. Connected members can autosave and move between both applications without rebuilding the project.
More visible drawing space makes complex systems and cable routing faster.
Pinch, move, place and correct the plan beside the real installation.
Create, revise and present the visual quote without horizontal scrolling.
Buy together or separately
Start with one workspace—or connect the whole operation.
Design teams can subscribe to Plan Studio, sales teams can use Proposal Center, and growing contractors can add Sales CRM and Scheduling. The Complete membership delivers the strongest automation and monthly value.