Insights for Service Businesses

Feature Update

Feature Update: Clearer Card, Cash, ACH, and Stripe Surcharge Choices

Present configured card and cash/ACH pricing consistently, and use a separate eligible Stripe surcharge flow with an authoritative quote and customer acknowledgment.

Feature Update

Contact Import Recovery and Faster Customer Context

Bring supported CSV and XLSX contact files through stricter parsing and recoverable queue handling, then open the resolved contact directly from conversation details.

Feature Update

Estimate Workflow Safeguards for Contractors

Get a clearer guard before leaving unsaved estimate work, with stronger limits around inappropriate customer-facing edits once an estimate has been viewed.

New Feature

A Safer FieldPulse Import Workflow

Analyze supported FieldPulse files together, dry-run the plan, and review source-aware outcomes before an authorized migration run in Local Business Pro.

New Feature

Switching From Housecall Pro Without Losing Context

Evaluate a guided, controlled Housecall Pro migration with ZIP review, dry runs, source-aware decisions, and visible recovery—not a blind self-service upload.

Feature Update

Invoice Defaults That Make Payment Expectations Clear

Set business-level defaults for eligible new invoices—payment methods, terms, reminders, titles, and partial-payment settings—without rewriting invoice history.

New Feature

Project Management and Business Calling Are Now in Local Business Pro

Plan work on visual boards, assign tasks to your team, and add outbound web and mobile calling as a separately billed add-on. The monthly base includes one named user; additional licensed users are billed per user. See current prices in Billing before activation.

Business Calling is a separately billed add-on. The monthly base includes one named user; additional licensed users are billed per user. See current prices in Billing before activation.

Feature Update

AI Automations for Building Jobs, Estimates, Packages, and Change Orders

See how Local Business Pro AI automations can help prepare jobs, estimates, estimate packages, and draft change orders while operators keep control.

Feature Update

Turn an Appointment Into a Job or Estimate Without Breaking the Link

Create or attach a job or estimate from an appointment, keep customer and team context connected, and reopen the saved link later.

New Feature

Change Orders Without the Chaos: Keep Changed Scope Documented and Connected

Document changed job scope, calculate the added work, collect eligible approval, and keep the job total and activity history aligned.

Feature Update

The Daily Brief and the Reports That Explain Your Revenue Workflow

See a daily operating snapshot, then explore customer, accounts-receivable, job-costing, estimate, and technician reports in Local Business Pro.

Feature Update

From Selected Estimate to Signed Agreement to Payment—One Clean Handoff

Keep selected estimate scope connected through signature, service agreement, deposit or payment, and eligible recurring payment setup in Local Business Pro.