PrimeX Service

PrimeX is the field service CRM, reimagined.

Schedule, dispatch, customer messaging, estimates, invoicing, route planning, reporting — every moving part of a service business, in one considered platform. No bolted-on chatbots. No generic dashboards. No feature bloat. Just the tools that actually move the day forward.

Built for trades that pride themselves on craft — HVAC, plumbing, electrical, window cleaning, pest control, roofing, and every field service in between.

YOUR DAY AT A GLANCE
• A personal command center with today's schedule, live weather impact, team availability, attention items, and a morning briefing that reads the room.
• Drag-to-dispatch schedule board with travel-time-aware assignments and conflict detection.
• Territory maps with satellite imagery and owner-drawn service boundaries.

JOBS & APPOINTMENTS
• Create a job in seconds with structured customer, address, and service fields.
• Capture site photos and video, organized by job and instantly accessible to the office.
• Recurring service visits — weekly, biweekly, monthly, quarterly, annual, or fully custom dates.
• Automated status updates to the customer: on the way, arrived, completed, invoice sent.

PRIME — YOUR AI PARTNER
Prime is an intelligence layer, not a chat window. Prime drafts customer messages in your business's voice, suggests schedule optimizations, surfaces customers at risk of churning, flags invoices worth chasing, and writes estimates from site photos. Every Prime action is reviewable — it never acts unilaterally on customer-facing surfaces.

MESSAGES
• One inbox for SMS, email, and team channels.
• Prime-drafted replies with a one-tap approve flow.
• Per-job automated milestones so customers are never in the dark.

ESTIMATES & INVOICES
• Generate estimates from templates, from scratch, or from site photos via Prime Vision.
• Customer signature capture and automatic delivery.
• Invoice generation on job completion with Square payment collection (US).
• Outstanding balance rollups and Prime-drafted follow-up copy.

FIELD-READY FOR TECHNICIANS
• Technician home is a calm day view: today's route, next stop, travel time, completion progress.
• On-site media, voice notes, and one-tap status updates.
• Permission-aware — technicians see what they need, nothing more.
• Offline-capable. Queued actions sync when you're back in coverage, with explicit confirmation before any customer-facing send.

BUILT FOR FOCUS
• Proper dark mode, designed from the ground up.
• Haptic feedback, fluid animations, and every press considered.
• Face ID / biometric unlock for sensitive business data.
• Tri-color PrimeX hallmark anywhere Prime contributes — so you always know what's drafted by AI and what's yours.

SUBSCRIPTIONS
PrimeX is free to download. Subscriptions are managed by your administrator on the web at primex.it.com. Technicians do not need a separate purchase to join their team's workspace.

PRIVACY
PrimeX does not track you across other apps or websites. All customer and business data is scoped to your business. Full policy at primex.it.com/legal/privacy.

Terms of use: primex.it.com/legal/terms