Professional Services
Intake, scheduling, and billing that don't need an office manager.
US professional firms — accounting, legal, consulting, insurance, agencies — run on booked time and clean intake. When the calendar, the intake form, the engagement letter, and the invoice all connect, capacity stops leaking.
TactStack serves US Professional Services with one connected system: lead capture, follow-up, quoting, scheduling, invoicing, reviews, and reporting — configured around how this industry actually books and bills work, and maintained for you month to month.
What's costing you today
- Intake handled by email back-and-forth for a week
- Consultations booked manually and no-showed regularly
- Engagement letters chased for signatures
- Invoices sent late because billing is a Friday chore
What changes
- A calendar filled only with qualified conversations
- Faster time from inquiry to signed engagement
- Receivables that stop aging past 30 days
One job, start to finish
- 01
Inquiry arrives
Qualified with an intake form before it hits your calendar.
- 02
Consult books
Self-scheduling with reminders and prep material sent ahead.
- 03
Agreement signs
Engagement letter delivered and signed the same day.
- 04
Work tracks
Milestones, documents, and client comms on one timeline.
- 05
Billing runs
Recurring or milestone invoices that send and remind themselves.
Questions we get from professional services owners
Specialties we serve
Barber Shops & Beauty Salons
Chairs full, no-shows down, and every client rebooked before they leave.
Accounting & Bookkeeping Firms
Client documents collected on time and recurring fees that bill themselves.
Law Firms & Legal Practices
Every inquiry answered fast, consults booked, engagements signed same day.
Insurance Agencies
Quotes followed up, renewals worked early, and cross-sells that actually get offered.
Marketing & Creative Agencies
Pipeline that doesn't stall, onboarding that runs, retainers that bill on time.
Financial Advisory Practices
Prospects nurtured properly, reviews scheduled ahead, referrals asked for on time.
Real Estate Brokerages & Teams
Leads answered in seconds, long-cycle buyers nurtured, past clients who refer.
Med Spas & Aesthetic Clinics
Consults booked with deposits, treatment plans that rebook, memberships that recur.
Gyms & Fitness Studios
Trials that convert, memberships that bill, and members who don't quietly fade.
Tattoo & Piercing Studios
Consults booked with deposits, artists' calendars protected, clients who return.
Nail Salons & Day Spas
Chairs full, rebooking at checkout, and clients who come back on cycle.
Chiropractic & Physical Therapy Clinics
New patients booked fast, care plans completed, reactivation that runs itself.
Professional Services by metro
Other industries we serve
Manufacturing & Fabrication
Quotes out the same day. The floor never waits on paperwork.
Contracting & Construction
A bid pipeline that follows up for you, and change orders signed on a phone.
Home Services & Trades
Same-day dispatch, on-the-truck quoting, reviews that ask themselves.
Auto Repair & Detail
Photo and video approvals in minutes, not days.
Landscaping & Outdoor Services
Route-smart scheduling and recurring revenue that bills itself.
HVAC Contractors
Every heat-wave call answered, every maintenance agreement billed on time.
Plumbing Companies
Emergency calls booked in minutes. Flat-rate pricing signed at the door.
Electrical Contractors
Service calls and panel jobs in one pipeline, with permits and inspections tracked.
Restoration & Mitigation
First call to first truck in minutes, with the documentation the adjuster needs.
Carpet & Window Cleaning
Online booking, tight routes, and customers who rebook before they're asked.
Pool Cleaning & Service
Recurring routes that bill themselves and repairs that don't slip through.
Tree Trimming & Removal
Estimates from photos, crews routed by zone, storm work that doesn't overwhelm you.
Machine Shops
RFQ to quote the same day, and repeat POs that don't need chasing.
Sheet Metal Fabrication
Cut, form, and ship on schedule, with the quote out the same day.
Additive Manufacturing
Upload to quote to build plate, without a single manual handoff.
Structural Steel Fabrication
Bids that follow up, submittals that don't stall, erection dates that hold.
Plastic Injection Molding
Tooling quoted fast, production runs that reorder on their own cycle.
Composite Material Fabrication
Complex quotes out fast, programs that keep coming back.
Electronics & PCB Assembly
BOM in, quote out same day, and repeat builds that reorder on time.
Laser & Waterjet Cutting
Files in, priced numbers out, machine time booked without a phone call.
Heavy Industrial Equipment Manufacturing
Long sales cycles that stay warm, and service revenue that doesn't get missed.
Precision Tube & Pipe Fabrication
Spec-heavy quotes out fast, certs and repeat runs handled on schedule.
Concrete Contractors
Bids that follow up, pours scheduled around weather, deposits collected up front.
Garage Floor Coatings
Same-day quotes from a phone, one-day installs booked back to back.
Home Builders
Buyers, selections, and draws tracked on one timeline everyone can see.
Roofing Contractors
Storm leads answered first, inspections documented, claims that don't stall.
Siding & Exterior Contractors
Measured, quoted, and signed before the homeowner calls the next company.
Window & Door Replacement
Measure to install tracked end to end, with the long wait handled for you.
Framing & Carpentry
Bids to builders answered fast, crews scheduled tight, invoices out on completion.
Masonry & Hardscape
Design-led proposals with photos, deposits up front, weather handled in one message.
Excavation & Site Work
Bids priced fast, equipment scheduled without conflicts, T&M billed accurately.
Drywall & Painting
Estimates the same day, crews routed by zone, punch lists that actually close.
Kitchen & Bath Remodeling
Selections tracked, change orders signed, homeowners updated without a phone call.
Commercial General Contracting
Bid invites answered, subs coordinated, progress billing that keeps pace with the work.
CNC Machining & Swiss Turning
Print-to-quote in hours, production runs scheduled, reorders that arrive on cycle.
Powder Coating & Industrial Finishing
Quotes by batch, work-order intake that's actually tracked, invoices out on pickup.
Appliance Repair
Calls booked into real windows, parts tracked, second trips billed.
Garage Door Repair & Installation
Emergency calls answered, spring jobs priced on site, installs sold from the truck.
Chimney & Fireplace Services
Seasonal demand booked ahead, inspections documented, sweeps that repeat every year.
Gutter Installation & Cleaning
Seasonal demand booked ahead, guard upsells presented, cleanings that repeat.
Handyman & Home Repair
Small jobs quoted fast, batched by area, and billed before the truck leaves.
Septic & Sewer Services
Pump-out cycles that book themselves and emergencies dispatched the same hour.
Lawn Care & Mowing
Weekly routes that stay full and mowing contracts that bill on autopilot.
Landscape Design & Build
Design proposals that close, deposits collected, and installs scheduled around crews.
Irrigation & Sprinkler Systems
Startups and winterizations booked in one pass, repairs quoted on the spot.
Outdoor & Landscape Lighting
Night demos that sell, designs signed on site, and service plans that renew.
Snow & Ice Management
Seasonal contracts signed early, storm dispatch that works, service verified.
Fence Installation & Repair
Linear-foot quotes on site, deposits collected, installs scheduled around material.
Artificial Turf Installation
High-ticket quotes that get followed up and installs sold with financing.
Land Clearing & Forestry Mulching
Acreage quoted from the field, equipment days scheduled, progress documented.
Holiday & Event Lighting
A short season sold out early, installs routed, takedowns already scheduled.
Pressure Washing & Exterior Cleaning
Instant square-foot quotes, jobs batched by street, payment before the trailer moves.
Lawn Fertilization & Weed Control
Application programs that bill on cycle and service notes customers actually read.
General Auto Repair Shops
Bays full, approvals in minutes, and declined work that comes back on its own.
Tire Shops & Wheel Service
Quotes answered instantly, appointments that show, rotations that rebook themselves.
Paintless Dent Repair
Photo quotes in minutes, mobile routes that stack, dealer accounts that keep sending work.
Auto Body & Collision Repair
Estimates out fast, customers updated automatically, cycle time you can see.
Transmission & Drivetrain Repair
Big-ticket approvals earned with evidence and financing offered before the no.
Diesel & Fleet Maintenance
Fleet accounts on PM schedules, downtime reported, invoices your customers can approve.
Mobile Mechanics
Booked by service and location, routed to cut drive time, paid at the curb.
Auto Detailing & Ceramic Coating
Packages booked online, deposits held, and maintenance plans that repeat.
Auto Glass Repair & Replacement
Same-day quotes by VIN, mobile jobs routed, insurance work documented.
Quick Lube & Oil Change
Cars back on interval, upsells offered every visit, memberships that bill themselves.
Motorcycle & Powersports Service
Seasonal service booked ahead, storage and winterization sold, parts orders tracked.
RV & Trailer Service
Long jobs staged and visible, parts and warranty tracked, owners kept informed.
Keep reading
You didn't get into business to be in the tech business.
Tell us what your day looks like and we'll show you the version of it that runs on one system.