What is WorkflowPros?
WorkflowPros is an all-in-one AI-powered Field Service Management (FSM) platform designed for HVAC, plumbing, electrical, and appliance repair businesses to automate dispatching, scheduling, estimates, and customer communication. All modules are included in the subscription, and office users are unlimited.
An optional AI receptionist answers calls on the first ring, including after hours and when the line is busy, captures the job details and books the appointment straight onto the dispatch board. Around it sit on-site estimates with customer signatures, a drag-and-drop schedule board, an offline-capable technician app, automatic invoicing with card and bank transfer payments, two-way QuickBooks Online sync, job profitability reporting, customer and equipment history, GPS fleet tracking with mileage logs, a price book, role-based access and automation rules.
Whatever system a business is using, WorkflowPros handles the switch: setup, data import and crew training are free, including from custom-built and in-house systems. Subscriptions run month to month with no termination fee, all seven record types export free at any time, and a business can take its phone number with it. New accounts start with a 14-day free trial.
WorkflowPros is based in Toronto, Canada.
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Best For
- Small Business
- Medium Business
WorkflowPros Pricing
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WorkflowPros Features
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Artificial Intelligence (AI)
- Billing & Invoicing
- CRM
- Calendar Management
- Collaboration Tools
- Contact Database
- Customer Database
- Customizable Fields
- Customizable Reports
- Drag & Drop
- Electronic Signature
- Employee Management
- Equipment Tracking
- File Storage
- GPS
- Job Tracking
- Job Management
- Location Tracking
- Maintenance Scheduling
- Mobile Access
- Payment Collection in the Field
- Quotes/Estimates
- Real Time Data
- Real Time Monitoring
- Real Time Notifications
- Reporting & Statistics
- Scheduling
- Service History
- Time Tracking
- Work Order Management
- Workflow Management
- AI receptionist
- After-hours answering
- Call recordings
- Call transcripts
- Offline job records
- Estimate options
- QuickBooks two-way sync
- Job profitability reports
- Price book
- Bulk price updates
- Tax by region
- Verified time entries
- Geofence alerts
- Automation rules
- Free data migration
- Free crew training
- Unlimited office users
- Month-to-month contract
- No termination fee
- Free data export
- Phone number portability
WorkflowPros Integrations
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WorkflowPros Company Details
Company Name
WorkflowPros
Headquarters
Canada
Website
workflowpros.io
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