Helps users gain financial clarity and confidence in their pricing and decisions.
Profit Genie Budgeting EngineProject Budgeting & Material OrderingEfficiency CalculatorHow Current Pricing Models are Failing YouHelps users close more deals with better sales tools and proposal systems.
Automated Proposal BuilderCustomizable Proposal PackagesIntegrated Sales Psychology & Strategy (ISPS)Client ManagementAutomated InvoicingHelps users manage the day-to-day work in a way that protects their margins.
Change Order ManagementCrew & Labor ManagementSmart Calendar SchedulingSubcontractor ManagementMaterial CatalogEquipment CatalogProject FoldersHelps users accurately log labor, track time, and get paid on time.
GPS-Stamped Time Tracking (Mobile App)Unbillable Labor TrackingHelps users learn, get answers, and make the most of the platform.
In-App Video Walkthroughs on Every PageU.S. Based Phone, Chat & Email SupportHelps users gain financial clarity and confidence in their pricing and decisions.
Profit Genie Budgeting EngineProject Budgeting & Material OrderingEfficiency CalculatorHow Current Pricing Models are Failing YouHelps users close more deals with better sales tools and proposal systems.
Automated Proposal BuilderCustomizable Proposal PackagesIntegrated Sales Psychology & Strategy (ISPS)Client ManagementAutomated InvoicingHelps users manage the day-to-day work in a way that protects their margins.
Change Order ManagementCrew & Labor ManagementSmart Calendar SchedulingSubcontractor ManagementMaterial CatalogEquipment CatalogProject FoldersHelps users accurately log labor, track time, and get paid on time.
GPS-Stamped Time Tracking (Mobile App)Unbillable Labor TrackingHelps users learn, get answers, and make the most of the platform.
In-App Video Walkthroughs on Every PageU.S. Based Phone, Chat & Email SupportMost contractors present one price and hope for a yes. Elevation Advisor helps you present structured choices, so clients feel confident, not cornered, and you sell bigger jobs without selling harder.
Instead of offering a single take-it-or-leave-it price, Elevation Advisor helps you build tiered packages, Good, Better, Best, and Premium, using simple checkboxes. Each package includes different combinations of sections, materials, or upgrades, all pulled from the proposal you’ve already built.
You don’t rebuild anything. You just select what’s included in each tier. Clients compare side-by-side, choose what fits, and often upgrade without pressure. It’s part of our ISPS (Integrated Sales Psychology & Strategy) system, designed to reduce decision fatigue and increase close rates.
Every package is aligned with your Profit Genie targets, so no matter what the client chooses, you stay profitable. And if they want to upgrade later? They can open the link and “Update Package.” Elevation Advisor generates a new contract and payment schedule automatically.
Clients feel in control when they see options. You guide them toward higher-value packages without pushy tactics, and most upgrade on their own.
ISPS uses the Goldilocks effect, lifestyle framing, and low-pressure closes to help clients choose confidently. You’re not just quoting, you’re guiding decisions.
Thanks to PMM pricing, every tier, basic or premium, is built to meet your financial targets. You never sacrifice margin to offer flexibility.
Create packages with checkboxes. Hide or add tiers. Preview exactly what the client will see. And when they sign, the payment plan adjusts automatically.
