Contract
The contract sets out the month-to-month terms, any costs of leaving, and what you can take with you, including your call recordings and call log. On request, our support team transfers your business number to your new provider.
About WorkflowPros
Field service software. We handle the switch.
Schedule jobs, dispatch techs, and send invoices in one place. We move your data for you.
We don't charge a termination fee. The contract spells out what you still pay when you cancel, and you can read it before you sign.
Create a free account to see your pricing. After your demo, our team will set up your account for a 14-day trial. No credit card required.
Get startedOur software and your switch. Both handled in-house.
Our sister companies have run on WorkflowPros for three years. The software covers calls, scheduling, dispatch, invoicing, and more.
See the features page for how your office and techs run their day in WorkflowPros.
DispatchTue · 38 jobs
New call → Job #229181012246
Mike R.
AC tune-upNo coolInstall estimate
Ana L.
Water heaterDrain cleaning
Dave K.
Panel upgradeEV charger
Jess P.
LeakFaucetRepipe estimate
Luis M.
Furnace tune-upFilter change
CompleteOn siteUp next
Some providers charge you to leave.
Leaving your software provider shouldn't be costly or difficult. Here's what to look for in your current contract.
Annual contracts
Check the renewal clause and any termination fee. Find out whether the contract auto-renews for another year and what it would cost to leave.
Cancellation
Read the cancellation terms, then check how to cancel in practice. The contract may describe cancellation without explaining the steps.
Your data
Find out which data you can export when you leave and who decides what's included — you or your provider.
Your phone number
Check whether you can transfer your phone number to another provider and export your call recordings when you leave.
Hidden fees
Check for fees that aren't shown on the price list — the ones you might only discover after signing.
Here's what we can show you
Our team handles the switch: we move your data, check the results, and train your techs and office staff. You can review our process and contract before you decide.
We explain our current limitations in "What we can say today" below.
Our process and contract are in writing. See every step of the switch and read the full contract on this site.
We keep a public record of the first migration we complete for each company. You can follow the list as it grows.
Our terms, process, and results
Explore the information below. You can read the full contract anytime, with no sign-up required.
Migration process
Our free migration page explains each step of the process and who handles it.
Live stats
See how long each switch took and how we calculate the average.
Data export
Our pricing page explains when you can export your data, who handles it, and what's included. Export is free.
Settings / Data exportExport your records
$0 export fee- Customer records
- Past jobs
- Upcoming jobs
- Call recordings
- Price book
- Job photos
- Invoices
workflowpros-export.zipReady to download
Download all · $0What we can say today
Some of the limitations below will change as we make progress. Others will remain. Here's what to expect if you choose WorkflowPros today.
Today
Independent paying customers
We don't have any independent paying customers yet.
Migrations for independent businesses
We haven't completed a migration for an independent business yet. For now, our public record of switches covers only our sister companies. We'll add the first independent business once its migration is complete.
Cards on file
We work to transfer your customers' saved card details between payment accounts, but we can't guarantee that your current provider will release them. If they won't, you'll need to re-enter the card details using the process we provide.
Our four sister companies run on WorkflowPros every day.
Same owner as WorkflowPros. They aren't customers, and we don't count them as customers anywhere on this site.
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Atlas Air Comfort — HVAC
Superior Plumbing — plumbing
Sparky Electrical Services — electrical