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Everything Your Integration Business Needs
From the design consult to the final walkthrough, with tools built for home technology professionals.
Project Proposals That Close
Build itemized proposals for Lutron lighting and shades, Control4 or Savant automation, Ubiquiti networking, and Sonos audio. Separate equipment, programming, and labor so clients see exactly where the money goes.
Deposits Before You Order Gear
Smart home projects front-load equipment cost. Collect a deposit by card or ACH the day the proposal is signed—before processors, touchscreens, and shades hit your purchase orders.
Change Orders in Writing
When the client adds two more zones of audio mid-project, document it, price it, and get a signature on the spot. No more eating scope creep on the final invoice.
Vet Clients Before Long Projects
Check a client against verified contractor reviews and payment history before committing your crew for months. Know they pay their builder and electrician before you order fifty thousand dollars of equipment.
Run Projects From the Job Site
Quote from the design consult, invoice progress payments from the rack room, and track every project phase from your phone—prewire, trim, rack build, and final programming.
Smart Home Referral Network
Join TrustPro's exclusive Referral Network—one smart home company per state—and get connected with homeowners actively looking for an integrator.
Why Smart Home Integrators Choose TrustPro
Vet a client's payment history before a months-long project
Collect equipment deposits before gear goes on your purchase orders
Bill by phase: prewire, trim, rack build, and final programming
Signed change orders stop scope creep from eating your margin
Track builder, designer, and architect relationships on each project
Keep rack photos, network credentials notes, and job history per client
SMS follow-ups sell service plans and upgrades after handoff
CSV export for your accounting software
Real Results from Professionals
Professional proposals and signed change orders protect margin on every project, while follow-ups sell service plans after handoff.
Proposals, progress invoices, and payment reminders run from your phone so evenings go to design work, not paperwork.
Deposits at signing, progress payments at each phase, and automated reminders on the final invoice—no more floating equipment costs.
Simple, Transparent Pricing
Choose the plan that fits your business size
Frequently Asked Questions
Common questions from business owners
Can TrustPro handle phased billing on long smart home projects?
Yes. Bill the way integrators actually work: a deposit at signing, progress payments at prewire, trim, and rack build, and a final invoice at programming and handoff. Each phase gets its own invoice with automated reminders, so cash comes in as the project moves.
How does customer vetting help before I take on a big automation project?
A whole-home project means months of your crew's time and a large equipment order before you're fully paid. TrustPro lets you check the client against verified contractor reviews and payment history first—if they slow-paid their builder or stiffed their landscaper, you'll know before you order the Lutron panels.
Can I document change orders when clients add scope mid-project?
Absolutely. When the client decides they want shades in three more rooms or another zone of audio, create a change order with pricing on your phone, get a digital signature on the spot, and it's added to the project—so the final invoice never becomes an argument.
Does TrustPro work for both new-construction prewire and retrofit jobs?
Yes. Quote new-construction prewire packages coordinated with the builder's schedule, or retrofit projects where you're fishing walls in a finished home. Keep separate pricing for each, and track which builders and designers send you work so you can take care of your referral sources.
How do clients pay for smart home projects?
Credit card, ACH bank transfer, or check—all tracked per project phase. Card processing is 3.1% standard, or 4.1% with instant payouts. On high-ticket equipment invoices, most integrators steer clients to ACH to keep processing costs sensible.
How does the smart home Referral Network work?
TrustPro's Referral Network is exclusive: one smart home company per state. Homeowners looking for a vetted integrator get connected directly to you, not sold as a lead to every automation dealer in the county.
The Complete Business Management Solution
Proposal Software for Smart Home Integrators
A smart home proposal is a design document and a sales tool in one. TrustPro lets you build itemized proposals for Lutron RadioRA and Caséta lighting, motorized shades, Control4 and Savant automation, Ubiquiti networking, Sonos whole-home audio, and integrated security—with equipment, programming hours, and installation labor broken out so clients understand the value. Send the proposal from the design consult, collect a digital signature, and take the equipment deposit the same day. When the client upgrades from keypads to touchscreens, a signed change order keeps the project—and your margin—on the rails.
Vet the Client Before You Commit to a Six-Month Project
Integration projects are long relationships: you're on site for months, you've ordered tens of thousands of dollars in equipment, and the final programming payment comes last. TrustPro's customer vetting checks a client against verified reviews and payment history from other contractors before you commit. If the homeowner fought their GC over every draw or left the electrician chasing a final invoice, you'll see it before your gear is racked in their mechanical room. For work that comes through builders, vetting the builder matters just as much—know they pay their subs before you prewire their next three specs.
Progress Billing That Matches How Integrators Work
Smart home cash flow dies when equipment goes out faster than payments come in. TrustPro bills the way the project actually moves: deposit at signing, a payment at prewire when your low-voltage runs are in the walls, another at trim and rack build, and the balance at programming and client handoff. Every invoice carries automated reminders, and clients pay by card or ACH from their phone. No more floating a rack full of processors and amplifiers on your credit line while the final walkthrough slips another three weeks because the countertops are late.
Service Plans and Upgrades After the Handoff
The handoff isn't the end of a smart home client—it's the start of service calls, network hiccups, firmware updates, and upgrades. TrustPro's SMS follow-up marketing, from $0.045 a message, keeps you in front of past clients: offer an annual system checkup, a Wi-Fi refresh when their gear ages, or new shades for the rooms they skipped in phase one. Every client's equipment history and job notes stay on file, so when they text about a room that stopped responding, you know exactly what's in the rack before you roll a truck.
Grow Your Smart Home Business
From a one-person installer doing Caséta and Sonos retrofits to a full integration firm running new-construction prewires, TrustPro scales with you. Plans start at $29/month with a free 14-day trial—no credit card required. Add technicians and programmers as you grow, keep retrofit and new-construction pricing separate, and let the exclusive Referral Network—one smart home company per state—send you homeowners looking for a vetted integrator. Every proposal, change order, rack photo, and payment lives on the client record, so service calls years later start with answers. Tighter proposals, protected margins, and cash flow that matches the project schedule: that's how an integration business grows.
One Contractor CRM for Every Trade
TrustPro brings estimating, invoicing, scheduling, and payments together for service businesses of every kind.
Ready to Grow Your Smart Home Business?
Join integrators who use TrustPro to quote faster, protect margins, and get paid on schedule. Start your free 14-day trial today—no credit card required.
Have questions? Our software experts are here to help.
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