WorkflowProsVerified tool

WorkflowPros is a field service software and CRM platform for trade businesses. It is designed to help office teams and technicians manage work from the initial customer call through scheduling, on-site payment, and job reporting.

What it does

Records calls and bookings in the customer file so job details are available when a call is booked.

• Lets office teams schedule and dispatch technicians from a shared board.
• Gives technicians access to today’s jobs and routes on their phones, including when they have no signal.
• Supports estimates, price books, invoicing, and collecting card payments on site.
• Tracks customers, memberships, maintenance plans, payment reminders, and job profitability.

Key features

• Calls and bookings, including an AI receptionist and online booking.
• Scheduling and dispatch tools for managing each technician’s day.
• A technician app with job details, route access, and live GPS from technicians’ phones.
• Good-better-best estimates, customer financing, and a price book.
• Invoices and payments for on-site card collection.
• Customer and membership management for repeat work and maintenance plans.
• Reports showing what remains on jobs after parts and labor.
• Office logins and automatic follow-ups. What makes it different WorkflowPros presents one app for office staff, technicians, and business owners, connecting the workflow from the first call to payment and reporting. The company also states that it handles setup, data migration, and training when businesses switch from other software or spreadsheets, and that office users can log in at no additional charge.