- Services
- Projects
- Staff
- Pricing
COMPLETE BUSINESS MANAGEMENT
Manage Your Services. Run Your Business Smarter.
A complete Business Management System designed for professional service businesses to manage clients, projects, appointments, billing, payments, expenses, staff, and finances from one powerful platform.
- Active Projects — 1.2k+
- Avg. Growth — 45%
- Client Satisfaction — 98%
- Service Firms — 1500+
- Invoices Processed — $10M+
- Expert Support — 24/7
CORE MODULES
Everything Your Service Business Needs
Primo is more than just POS; it's a command center for your entire operation.
- Client Management — Unified profiles including service history, project logs, invoices, and real-time account balances.
- Service Management — Manage catalogs for consulting, design, or IT with staff assignment and custom pricing.
- Appointments & Scheduling — Intelligent calendar with staff availability, client self-booking, and automated reminders.
- Invoicing & Billing — Seamless Quote-to-Receipt workflow including recurring billing and partial payment tracking.
- Payments & POS — Accept cash, card, and digital payments in-person or online with split-payment support.
- Accounting & Finance — Real-time Profit & Loss, Balance Sheets, and automated tax reporting for your firm.
THE PRIMO DIFFERENCE
One Connected Service Business
Protecting what matters most—your time and your profit. Primo Technology Solutions bridges the gap between client interaction and financial reporting. We ensure that every billable hour is captured and every expense is tracked, giving you a 360-degree view of your business performance.
- Accuracy — Automated accounting updates ensure zero data entry errors.
- Visibility — Know who owes you and how much with one click.
BUILT FOR YOU
Solutions for Every Industry
Specialized workflows designed for the unique needs of professional services.
- Accounting & Legal — Manage complex client retainers, billable hours, and recurring advisory fees.
- IT & Creative Agencies — Track project milestones, staff activity, and software licensing costs.
- Contractors — Provide instant estimates, track materials, and manage site-specific expenses.
THE WORKFLOW
From Client to Payment
See how Primo automates your business cycle.
- New Client Onboarding — Create a rich profile with history and preferences.
- Service & Work — Assign staff to projects and track real-time progress.
- Invoice & Pay — Generate invoices from work logs and collect payments instantly.
- Report & Grow — Auto-update accounting ledgers and view profitability reports.
INTERFACE
Know What's Happening
Sophisticated dashboards for modern business owners.
- Financial Overview Dashboard
- Project Completion Tracking
- Staff Scheduling Interface
What Leaders Are Saying
- Lead Architect
- Agency Owner
- Avg. Project Value Managed — $450k
- Higher Efficiency — 72%
- Lost Data Instances — 0
INVEST IN GROWTH
Flexible Plans for Every Firm
- Solo Pro — Perfect for freelancers and individual consultants.
- Agency — Advanced tools for growing teams and agencies.
Common Questions
Can I manage multiple office locations?
Yes, Primo offers a centralized multi-location dashboard where you can monitor revenue, staff, and projects across all offices.
How do I handle support requests?
Please submit a ticket through our official link for any POS or system issues. Note that support calls are paid services.
Does it integrate with my accounting?
Primo has built-in accounting modules for Profit & Loss, Balance Sheets, and tax reporting, eliminating the need for external software.
Deliver Great Service. Manage the Business Behind It.
From clients and projects to appointments and reporting, Primo gives you one connected system to manage the entire operation.
Contact Our Specialists
Ready to scale your professional service firm? Let's talk about how Primo can streamline your operations.
132 Coconut Way, Ocho Rios, Jamaica
Send a Message
Protecting what matters.
© 2024 Primo Technology Solutions Ltd. All rights reserved.
- Solutions
- Accounting Firms
- Law Firms
- Creative Agencies
- Support
- Submit a Ticket
- Help Articles
- Privacy Policy