Workflows are
Highly Overrated

Your workflow should be whatever you want it to be. But your software can't do that, so you get yet another workflow. ProBuilt SMB is built on and for our Patent Pending Floating Forms and Data Stacking technologies. This means multitasking and it means comprehensive.

Floating Forms & Data Stacking We Rewrote the Rules

Your cloud software doesn’t know how to multitask. It’s an OPAT (“One- Page-At-A-Time””) system. You can open one invoice, one invoice list, you can’t open both, you can’t even open two invoices. This is as it’s always been. No cloud software has ever been anything but OPAT. You have endured the monotony of going back and forth to the menu for long enough. ProBuilt SMB is built on and for our Patent-Pending Floating Forms and Data Stacking technologies. Now you can rewrite the rules too.

More than one thing at a time, in a browser

Web business software, by tradition, runs one form at a time. The browser tab is the form; navigate away and the form is gone. Floating Forms breaks that assumption: every form is a persistent window drawn over the platform shell, movable, stackable, resizable, and concurrent with every other open form. An office manager keeps three customer orders, two open invoices, and an inventory list visible at once and takes a fourth call without losing context on any of the first three.

Multi-window forms. Move, stack, pin, and resize.
Persistent across modules. Open in CRM, finish in Accounting.
Patent-pending. US Application 19/039,221.

Every list, open at the same time

The companion to Floating Forms. Open and work against as many lists and data sets as the job requires, simultaneously, in one browser tab. Open invoices, sale orders, an inventory low-stock view, a customer aging report; all visible at once, all live against the same database. The constant opening and closing of views that legacy cloud software demands is replaced with a workspace that holds the operator's whole context at the same time.

Unlimited concurrent lists. No tab-shuffling, no losing your place.
Live against the database. Every row reflects the current record, not a stale export.
Cross-module by design. A list from Sales and a list from Accounting on the same screen.

ProBuilt SMB starts with
3 Core Modules

Accounting

ProBuilt SMB accelerates accounting processes with a multitasking environment and heavy automation. Enabling accounting and administrative efficiency while allowing your company to focus on those activities most important to your success.

Automated invoicing and drafts
Automated A/P with no-charge ACH payments
Payroll including deposits and all reporting
Full Financial reporting with Drill-Down

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CRM/Sales

ProBuilt SMB improves overall sales performance by engineering a structured process that exists within a multitasking framework. Enabling focused efforts and the freedom to effectively manage and concentrate efforts on multiple tasks simultaneously.

Process management from Lead to Sale
Prospect qualifying with event scheduling
Mobile enabled Proposals and payments
Full salesforce managerial control

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Operations

ProBuilt SMB enables multiple work processes to be conducted simultaneously. Multiple sale fulfillment activities, both product and service oriented, can be performed at the same time without the form closing and reopening required by all other cloud software.

One-time and reoccurring Services
Product management with full Inventory
Purchase Order reconciliations and payments
Product Reorders, Returns and Backorders

Explore Operations

And includes Advanced Features
that others don't

Internal Messaging

Email messages get lost. ProBuilt’s Internal Messaging system replaces email as the primary forum for internal communications between company personnel and incorporates all corporate data as well as form and report objects into a common messaging platform.

Direct Messaging and Group Conversations
Full Administrator based security
Permissions based form transfers
Notifications system alerts users
Available in Mobile SMB

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File Server

Your current third-party file store is yet another list of users and permissions and another opportunity for critical information to be lost or compromised. ProBuilt’s File Server secures both record attachments and loose files in any structure you wish to create.

100 GB No-Charge storage capacity
Private folders for permitted personnel
Full Administrator based security
Multi-Layered archiving on AWS
Available in Mobile SMB

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Mobile SMB

While most businesses management software provides mobile access to data on a read-only basis, Mobile SMB allows live data posting and editing in virtually all ProBuilt modules and adds specialized features for mobile personnel.

iOS and Android
Field ready proposals and payments
Replicates appropriate SMB features
Advanced document capture system
Commercial Mapping included

Explore Mobile SMB