Platform · ProdigyFlo

Who it's for

Built for small teams that sell and serve in the field.

Our customers are home-services businesses, including solar, roofing and other residential service companies. Their sales reps work in the field while an office team keeps paperwork, scheduling and follow-up moving. ProdigyFlo is the office team's desk.

01 · CLIENT RECORDS

CRM and scheduling

Leads come in from web forms, Google Sheets and ad-platform lead forms, each checked so the same person isn't entered twice
One record per client with contact details, stage, notes and history
A shared calendar board for appointments, assignment to staff and follow-up queues
A client portal where the customer's own clients can upload what's requested of them

02 · DOCUMENT LAB

Document intake and review

Upload agreements, statements, bills and permits as PDF or photo
Key fields are read automatically, each shown with the line it came from
Every extracted field stays marked "unverified" until a person confirms it
A checklist shows what's missing before a file is marked complete

03 · CALLS & MESSAGES

Business calling and messaging

Browser calling for staff, with call history on the client record
Email and text follow-ups from the record, sent to people who asked to be contacted
Opt-out requests (STOP) are honored automatically
Carrier services provided through Twilio under our business account

04 · PROPERTY RECORDS

Public property records

Search by address or parcel number
Ownership, parcel and recorded-document information from county assessor and recorder sites
Building permits from city and county open-data portals
Live at records.prodigyflo.ai

Pricing and terms

How customers buy ProdigyFlo.

We sell directly to businesses. There is no consumer plan and no self-serve checkout.

Written agreement

Each customer signs an order form that names the modules, the number of users, the monthly fee and the term.

Monthly invoice

We invoice the license fee monthly in advance. Calling and messaging usage, if the customer uses it, is itemized on the same invoice.

Cancel with notice

Customers can cancel at the end of any billing month with 30 days' written notice. We export their data on request.

Questions about pricing: billing@prodigyflo.ai

Where it runs

Established infrastructure, not homegrown servers.

Web application hosting	Vercel and Cloudflare
Databases and file storage	Managed services from the same providers, in the United States
Calling and messaging	Twilio
Transactional email	Established email delivery providers, with SPF, DKIM and DMARC on our domain
Company bank connections (internal bookkeeping)	Plaid, read-only

See Security for how data is protected and Privacy for how it's used.

What ProdigyFlo does, part by part.