Workflow Pros
Deployment
Overview
About Workflow Pros
Workflow Pros is a CRM built for field service businesses, designed around how contractors win and keep customers. Every inbound call, lead, and booking flows into one system — no sticky notes, no lost numbers, no jobs slipping through the cracks. At its center is a complete customer record: contact details, service addresses, and the full history of every job you've done for them, visible to your whole team. A built-in AI assistant answers calls 24/7 and logs new inquiries automatically, so leads get captured and followed up on even when your crew is in the field.
Because it's made for field service, the CRM ties customer records directly to scheduling, dispatch, job tracking, and invoicing — one shared source of truth from the first call to the final invoice. Over time, that history powers follow-ups, repeat bookings, and smarter decisions about which clients and services to focus on.
At a glance
Software information
Industries served, licensing and the support Workflow Pros provides.
Industries
- Construction
- Individual-family-services
- Consumer-services
- Environmental-services
Licensing
- Proprietary
- Monthly Payment
Support
- Phone
- Support daysMondayTuesdayWednesdayThursdayFridaySaturdaySundaySupport time07:00 to 23:00 (CNT)
Training
- In-person
Capabilities
Workflow Pros features
The full feature set, grouped by module.
Field Service Management
- Contact Management
- Dispatch Management
- Job Costing
- Mobile Access
- Reports
- Service History Tracking
- Work Order Management
- AI Features
- Contract Management
- Job Scheduling
- Quotes & Estimates
- Routing
- Time Tracking
CRM
- Calendar & Task
- Collaboration Tools
- Mobile Access
- Reporting
- AI Features
- Workflow Automation
- Contact Management
- Lead Management
- Sales Automation
Appointment Scheduling
- Appointment Reminders
- Calendar Sync
- Group Scheduling
- Online Payments
- AI Features
- Multi-Location
- Automated Scheduling
- Client Database Management
- Online Booking
- Recurring Appointments
Billing and Invoicing
- Customer Database
- Mobile Payments
- Online Invoicing
- Payment Processing
- Tax Calculator
- AI Features
- Templates
- Online Payments
- Multi-Currency
- Hourly Billing
- Customizable Invoices
- Contingency Billing
Call Tracking
- Call Recording
- Caller Identification
- Conversion Tracking
- Intuitive Dashboard
- AI Features
- Call Routing
Document Management
- Collaboration Tools
- Document Sharing
- Electronic Signature
- AI Features
- Offline Access
- Document Storage
Electrical Estimating
- Change Orders
- Customer Management
- Quotes/Estimates
- Scheduling
- AI Features
- Billing & Invoicing
- Cost Database
- Reports
GPS Tracking
- Geo-fencing
- Mobile Access
- Real Time Tracking
- Routing
- AI Features
- Vehicle Tracking
- Alerts/Notifications
- Distance Tracking
- History Tracking
- People Tracking
- Reporting
HVAC
- Billing & Invoicing
- Dispatch Management
- Job Management
- Mobile Access
- Reporting
- Scheduling
- Technician Management
- AI Features
- Work Order Management
- Service History Tracking
- Routing
- Quotes/Estimates
- Maintenance Scheduling
- Customer Database
Lead Management
- Email Integration
- Lead Distribution
- Lead Scoring
- AI Features
- Sales Tracking
- Contact Management
- Lead Capture
- Lead Segmentation
- Reporting & Analytics
Maintenance Management
- Mobile Access
- Reporting
- Technician Management
- AI Features
- Work Order Management
- Scheduling
- Preventive Maintenance
- History Tracking
- Billing & Invoicing
Order Management
- Customer Management
- Order Tracking
- Order Entry
- Back Order Management
- Returns Management
- AI Features
- Order Fulfillment
- Reports & Analysis
Payment Processing
- ACH Payment Processing
- Data Security
- Multiple Payment Options
- Payment Fraud Prevention
- Reporting & Analytics
- AI Features
- Signature Capture
- Recurring/Subscription Billing
- Payment Processing
- Online Payments
- Mobile Payments
- Debit/Credit Card Processing
Remodeling Estimating
- Change Orders
- Customer Management
- Quote Management
- Scheduling
- AI Features
- Reporting
- Cost Database
- Billing & Invoicing
Roofing
- Dispatch Management
- Quotes/Estimates
- Scheduling
- AI Features
- Work Order Management
- Reporting & Analytics
- CRM
- Billing & Invoicing
- Lead Management
Scheduling
- Appointment Scheduling
- Calendar Management
- Multi-Location
- Real-time Scheduling
- Reports & Analytics
- AI Features
- Automated Scheduling
- Online Booking
- Reminders
Plans
Workflow Pros pricing
- AI Dispatcher
- Smart Scheduler
- Memberships & Service Plans
- Customer Financing
- Automated appointment reminders
- Estimate follow-up sequences
- Command dispatch board
- Full customer CRM & history
- iOS & Android field app
- On-site payments
- Pricebook & timesheets
- AI call scoring
- Revenue intelligence
- Job costing
- GPS tracking & ETAs
Works with
Integrations
Workflow Pros connects with the tools your team already uses.
Media
Screenshots & video
