Workflow Pros is an AI-assisted CRM and field service management platform that helps contractors run their entire operation from a single place. Instead of juggling separate tools for phone calls, customer records, scheduling, and billing, everything lives in one connected system โ so the office and the field always work from the same information, from the first customer call to the final paid invoice.
At the center is a 24/7 AI assistant that answers incoming calls, books appointments, and qualifies new leads automatically, capturing opportunities even when your crew is out on a job or off for the day. Around it, a full CRM keeps every customer in one profile: contact details, service addresses, and the complete history of every job you've done for them. Intelligent scheduling and a visual dispatch board let you assign and move jobs across technicians and time zones, while job tracking, estimates, and invoicing carry each job from booking through payment. A mobile app keeps field technicians in sync with their schedule, job details, and customer information on site, and built-in analytics use your own job data to forecast demand, refine pricing, and balance workloads.
Workflow Pros is built for field service and trade businesses โ HVAC, plumbing, electrical, roofing, appliance repair, handyman, and moving companies โ from solo operators to larger multi-crew teams. It's the right fit for contractors who lose too many jobs to missed calls and messy scheduling, and who want their customer records, calendar, dispatch, and billing working together in one platform rather than scattered across disconnected tools. Setup is fast, with no drawn-out rollout โ most teams are up and running quickly, capturing more calls and booking more work from day one.
AI Call Answering
a 24/7 AI assistant answers incoming calls, books appointments, and qualifies leads, so missed calls stop becoming lost jobs.
CRM & Customer Database
every customer in one profile: contact details, billing and payment info, service addresses, notes, and full job history.
Scheduling & Calendar
day, week, and month views to plan jobs across your whole team, with multi-time-zone support for crews in different regions.
Dispatch Board
assign, move, and track jobs on a live board, with a map view showing technician locations and job status in real time.
Job Management
track every job through its statuses (scheduled, dispatched, in progress, on hold, completed) from booking to close.
Estimates & Quotes
build estimates with line items, send them for approval, and convert approved work into jobs and invoices.
Invoicing & Payments
generate branded invoices, collect payments, and track paid, pending, and outstanding balances, including refunds.
Team & Customer Chat
message customers and teammates in-app, tied to specific jobs, with multiple business phone numbers to send from.
Mobile App for Technicians
field techs access their schedule, job details, service items, and customer info from their phone on site.
Technician Performance Tracking
see availability, check-in times, daily job counts, and per-technician performance at a glance.
Memberships & Service Plans
create and manage recurring membership plans and apply them to customers and jobs.
Analytics & Reporting
a dashboard with job charts and reports; use your own data to forecast demand, refine pricing, and balance workloads.
Service Location Mapping
map customer service addresses and job locations to plan routes and coverage.
Field service and trade businesses โ HVAC, plumbing, electrical, roofing, appliance repair, handyman, and pest control companies โ running truck-based crews, from solo operators to multi-crew teams. It's aimed at owners and office/dispatch staff who lose jobs to missed calls and messy scheduling and want customer records, calendar, dispatch, and billing in one platform.
Workflow Pros was built after seeing how many field service businesses lose revenue to missed calls and juggle a patchwork of disconnected tools. The goal was simple: give contractors one platform โ with an AI assistant that never misses a call โ to run customers, scheduling, and billing in one place.
Workflow Pros pairs a CRM with a 24/7 AI assistant that actually answers your phones โ it picks up calls, books appointments, and qualifies leads on its own, so opportunities aren't lost when your crew is on a job. And instead of being a standalone contact tool, the CRM is built for field service: customer records connect directly to scheduling, dispatch, estimates, and invoicing, keeping the office and the field on the same page from the first call to the final invoice.
Because it replaces a stack of disconnected tools with one system, and prices it simply. You get an AI assistant answering calls around the clock, a full CRM, scheduling, dispatch, and invoicing together โ with flat, truck-based pricing and no per-seat fees, so growing your team never inflates the bill. Setup takes minutes rather than the weeks-long rollout common with legacy field service software, so you start capturing more calls and booking more jobs right away.
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