A plan built
around your team.
Every ONEREQ PRO plan is set up for your trades, your technicians and your locations. Here is what each plan includes — talk to us and we’ll put the numbers together.
Three plans. Built with you.
Pick the plan that fits how you run today. We’ll size it to your trades, techs and locations on the call.
Run the Basics
CRM, dispatch, quoting, invoicing and the Field app in one place, so the office and the trucks finally work from the same job.
- CRM & customer management
- Dispatch board, drag & drop
- Quote builder & estimates
- Invoicing + Stripe card payments
- ONEREQ PRO Field (iPhone, iPad + Android)
- Voice-to-text + Rex AI diagnosis
- QuickBooks Online sync
- Spanish on customer-facing documents
- Stripe Pay-Now (per-invoice link)
- Basic reports & KPI dashboard
- Email support
The Full Platform
Everything a growing shop needs to sell, staff and collect: memberships, permits and rebates, commissions, contests and full reporting.
- Everything in Starter, plus:
- Service Memberships / Agreements
- 11-layer Equipment Matching
- Cross-truck parts finder
- Permit + rebate auto-workflow
- Auto-commissions + multi-plan matrix
- Team Hub + Direct Messaging
- AR Collection Loop (Stripe Pay-Now reminders)
- Sales contests & leaderboards
- Full reports — revenue, P&L, costing
- Vehicle Maintenance + Stock Count Review
- Priority phone support
Multi-Location & Scale
Several locations or several companies under one owner, with per-location access, territories and a portfolio view across all of them.
- Everything in Professional, plus:
- Multi-location & organizations (several companies, one owner)
- Custom role-permission matrix
- Dedicated onboarding manager
- Priority support with a named response target
- Quarterly business reviews
- Priority feature roadmap input
Add what your shop actually needs.
Tell us which of these you want and we’ll build them into the plan we put together with you.
Sales Advisor — Per Trade
The full in-home advisor wizard for one trade (HVAC, Electrical, or Plumbing). Real images, financing flow, safety quiz, customer contacts. Manual J worksheet built in, plus Amply/Cool Calc PDF import, for HVAC.
Talk to sales →All-Trade Sales Suite
All three Sales Advisors (HVAC + Electrical + Plumbing) in one bundle. Per-tech trade gate, so each tech sees only the trade they run.
Talk to sales →Truck Inventory
Per-tech truck stock with audit history of every movement, auto-deduct on job invoice, low-stock alerts, a replenishment list, and a 20-minute count workflow built for the field. Same platform, same login.
Talk to sales →Warehouse Pro
VMI Phase 3, Returns state machine, Receive Goods attachments, refrigerant 608 logs, cross-truck parts finder, Stock Count Review Queue, Vehicle Maintenance.
Talk to sales →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 included on every plan.
Talk to sales →Permit Pro
NJ parcel lookup (block / lot / qualifier), spec-sheet attachments, applications grouped-by-install view, 21-program Rebate Catalog with coordinator workflow.
Talk to sales →Marketing Module
Lead Inbox (Angi · Thumbtack · LSA), audiences, campaigns (Email · SMS · Push), Items hero artwork, and the QR Codes library.
Talk to sales →Outreach
Outbound click-to-call dialer with disposition tracking, agent leaderboard, and a dials → connects → bookings funnel feeding the Outreach Results report.
Talk to sales →Call Recording & Transcription
Inbound and outbound calls recorded with disclosure to both parties, transcribed, and attached to the customer record.
Talk to sales →Reputation Sync
Google and Facebook review sync (rolling out), plus an automatic review-request flow tied to completed jobs.
Talk to sales →Lead Ingestion
Universal webhook receiver for proprietary lead sources beyond the bundled Angi / Thumbtack / LSA.
Talk to sales →Multi-Company
Several companies under one owner as an organization: a portfolio view across them, price-book copy, and each company with its own Stripe and QuickBooks.
Talk to sales →Recover IAQ
Lapsed-customer IAQ campaign engine with one-click rebooking. Pulls from past job history.
Talk to sales →What's in every plan.
Side-by-side breakdown of every module across the three plans.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| CRM & Dispatch | ✓ | ✓ | ✓ |
| ONEREQ PRO Field | ✓ | ✓ | ✓ |
| Quote Builder + Stripe | ✓ | ✓ | ✓ |
| Rex AI (voice + scan) | ✓ | ✓ | ✓ |
| QuickBooks Online sync | ✓ | ✓ | ✓ |
| Spanish customer documents | ✓ | ✓ | ✓ |
| Stripe Pay-Now (per invoice) | ✓ | ✓ | ✓ |
| Service Memberships | — | ✓ | ✓ |
| Sales Advisor (HVAC / Elec / Plumb) | — | Add-on | Add-on |
| 11-layer Equipment Matching | — | ✓ | ✓ |
| Truck Inventory (per-tech stock + audit history) | — | Add-on | Add-on |
| Cross-truck parts finder | — | ✓ | ✓ |
| Permit + rebate auto-workflow | — | ✓ | ✓ |
| Auto-commissions (multi-plan matrix) | — | ✓ | ✓ |
| Team Hub + Direct Messaging | — | ✓ | ✓ |
| AR Collection Loop | — | ✓ | ✓ |
| Sales contests + leaderboards | — | ✓ | ✓ |
| Full reports / P&L / Job Costing | — | ✓ | ✓ |
| Vehicle Maintenance + Stock Count Review | — | ✓ | ✓ |
| Multi-location & organizations | — | — | ✓ |
| HomeRex customer app (web + iOS + Android) | ✓ | ✓ | ✓ |
| Custom role permissions | — | — | ✓ |
| Priority support + dedicated CSM | — | — | ✓ |
Plan FAQs.
Let’s build your plan.
Tell us about your trades, your techs and your locations, and we’ll come back with a plan and a walkthrough of the screens you’ll use.