One platform. Turn on what you need.
Every ONEREQ PRO plan ships with the full CRM, dispatch, invoicing, and the ONEREQ PRO Field app for iPhone, iPad and Android. These paid add-ons layer specialized power on top — switch them on as your shop grows, no rip-and-replace.
Sales Advisor
The guided in-home sales wizard for HVAC, Electrical, and Plumbing — tier pricing, financing, real images, safety quiz, customer signature, one-click sold.
- HVAC · Electrical · Plumbing — one wizard, per-trade catalog
- Customer-facing iPad presentation mode
- Auto commission queue + dispatch handoff
Warehouse Pro
The advanced inventory workflow layer on top of the shared parts dataset — VMI, Returns, Stock-Count review queue, Vehicle Maintenance, and atomic driver reassignment.
- Cross-truck Parts Locator + transfers
- Receive Goods + high-value review queue
- Vehicle maintenance + label printing
Marketing
Lead Inbox, attributed funnels, audiences, automations, push campaigns, AI hero artwork, QR codes, and reputation — wired into the jobs and invoices your CRM already runs.
- Lead Inbox → booked job in one flow
- Push + email + SMS campaigns by audience
- AI artwork + media library
Outreach
Outbound dialer with disposition tracking, agent leaderboard, and a dials → connects → bookings funnel feeding the Outreach Results report.
- Click-to-call dialer + dispositions
- Agent leaderboard + booking funnel
- Campaign delivery rollups by channel
Permit Pro
Auto-generated permit packets when an estimate is sold — your municipality’s own forms filled from the job, per-type fees, spec-sheet attachments, and the 21-program rebate catalog.
- Auto-create permit on estimate sold
- NJ parcel lookup (block / lot / qualifier)
- Rebate processing + tracking
Fleet Pro
A live map of your trucks from Verizon Connect, on the same dispatch screens as your jobs. Tech location from the Field app is already included on every plan.
- Connect your Verizon Connect account
- Trucks and techs on one live map
Customer Financing
Consumer financing surfaced in-quote — you set up the plans your lender gave you — dealer-fee handling is already wired into the pricing engine. Connect your merchant account during onboarding.
- In-quote financing eligibility
- Dealer fee in the divisor pricing model
- Plans you configure — no lender API required
Permits & Rebates
21 NJ utility + federal/IRA rebate programs seeded and ready — tracking numbers, attachments, recipient splits, and coordinator assignment.
- 21-program rebate catalog
- Tracking # + image/PDF attachments
- Coordinator + recipient routing
Tell us which add-ons you want and we’ll build them into your plan. See what each plan includes or book a 30-minute demo and we’ll map the right mix to your workflow.
One platform. Every job.
Add what you need.
See your shop run on ONEREQ PRO in a 30-minute demo. We'll show you which add-ons actually move the needle for your trade — no deck, no pressure.