AI-Assisted Field Service Management Software

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.
Workflow
2010
Canada
4 Industries
1 Language
Industries
  • Construction
  • Individual-family-services
  • Consumer-services
  • Environmental-services
Licensing & Deployment
Support
  • Email
  • Phone
  • Everyday
Training
  • In-person

Media

Workflow Pros
Workflow Pros
Workflow Pros
Workflow Pros
Workflow Pros

Workflow Pros Core Features

Focus of Field Service Management Feature
  • 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
Focus of CRM Feature
  • Calendar & Task
  • Collaboration Tools
  • Mobile Access
  • Reporting
  • AI Features
  • Workflow Automation
  • Contact Management
  • Lead Management
  • Sales Automation
Focus of Appointment Scheduling Feature
  • Appointment Reminders
  • Calendar Sync
  • Group Scheduling
  • Online Payments
  • AI Features
  • Multi-Location
  • Automated Scheduling
  • Client Database Management
  • Online Booking
  • Recurring Appointments
Focus of Billing and Invoicing Feature
  • Customer Database
  • Mobile Payments
  • Online Invoicing
  • Payment Processing
  • Tax Calculator
  • AI Features
  • Templates
  • Online Payments
  • Multi-Currency
  • Hourly Billing
  • Customizable Invoices
  • Contingency Billing
Focus of Call Tracking Feature
  • Call Recording
  • Caller Identification
  • Conversion Tracking
  • Intuitive Dashboard
  • AI Features
  • Call Routing
Focus of Document Management Feature
  • Collaboration Tools
  • Document Sharing
  • Electronic Signature
  • AI Features
  • Offline Access
  • Document Storage
Focus of Electrical Estimating Feature
  • Change Orders
  • Customer Management
  • Quotes/Estimates
  • Scheduling
  • AI Features
  • Billing & Invoicing
  • Cost Database
  • Reports
Focus of GPS Tracking Feature
  • Geo-fencing
  • Mobile Access
  • Real Time Tracking
  • Routing
  • AI Features
  • Vehicle Tracking
  • Alerts/Notifications
  • Distance Tracking
  • History Tracking
  • People Tracking
  • Reporting
Focus of HVAC Feature
  • 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
Focus of Lead Management Feature
  • Email Integration
  • Lead Distribution
  • Lead Scoring
  • AI Features
  • Sales Tracking
  • Contact Management
  • Lead Capture
  • Lead Segmentation
  • Reporting & Analytics
Focus of Maintenance Management Feature
  • Mobile Access
  • Reporting
  • Technician Management
  • AI Features
  • Work Order Management
  • Scheduling
  • Preventive Maintenance
  • History Tracking
  • Billing & Invoicing
Focus of Order Management Feature
  • Customer Management
  • Order Tracking
  • Order Entry
  • Back Order Management
  • Returns Management
  • AI Features
  • Order Fulfillment
  • Reports & Analysis
Focus of Payment Processing Feature
  • 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
Focus of Remodeling Estimating Feature
  • Change Orders
  • Customer Management
  • Quote Management
  • Scheduling
  • AI Features
  • Reporting
  • Cost Database
  • Billing & Invoicing
Focus of Roofing Feature
  • Dispatch Management
  • Quotes/Estimates
  • Scheduling
  • AI Features
  • Work Order Management
  • Reporting & Analytics
  • CRM
  • Billing & Invoicing
  • Lead Management
Focus of Scheduling Feature
  • Appointment Scheduling
  • Calendar Management
  • Multi-Location
  • Real-time Scheduling
  • Reports & Analytics
  • AI Features
  • Automated Scheduling
  • Online Booking
  • Reminders
Focus of Ticketing Feature
  • Mobile Ticketing
  • Payment Processing
  • Reporting & Analysis
  • Ticket Reservations
  • AI Features
  • Online Ticketing
  • Membership Management
Focus of Work Order Feature
  • Contract Management
  • Dispatch Management
  • Preventive Maintenance
  • Scheduling
  • AI Features
  • Work Order Management
  • Quotes & Estimates
  • Job Management
  • Task Management
  • Customer Database

Workflow Pros Pricing

Pricing Type
  • Usage Based
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Monthly Payment
Pricing Description
One platform, one price: $600/month covers up to 3 trucks with no per-seat fees. Add trucks anytime for $90 each, and cancel whenever you want. Simple, predictable pricing for your whole field service team.
Plans & Packages
Up to 3 trucks
$600 Per Month
One platform, one price: $600/month covers up to 3 trucks with no per-seat fees. Add trucks anytime for $90 each, and cancel whenever you want. Simple, predictable pricing for your whole field service team.
Features
  • 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

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