Basic
For small teams building their first bundles
Pricing announced soon
- Up to 3 team members
- Lead & estimate management
- Basic bundle proposals
- Customer portal access
- Email support
Pricing
Simple packages for turning visits into bigger projects.
All plans include a 14-day free trial. No credit card required. Final pricing will be announced before public launch, but every plan starts with cleaner add-on offers and homeowner follow-up.
Essentials
For growing teams using add-ons and financing
Pricing announced soon
- Up to 15 team members
- Everything in Basic
- Cross-sell playbooks
- Financing option workflows
- Customer portal access
- Team opportunity reporting
MAX
For multi-service, multi-location growth
Pricing announced soon
- Unlimited team members
- Everything in Essentials
- Advanced permissions
- Multi-location support
- Priority support + dedicated CSM
- Custom reporting & API access
Ready to offer the next project before you leave the home?
Start a PORTREX trial, or use the right login path if your company or contractor already invited you.