Chimney sweep technician cleaning residential chimney with mobile CRM
    Industry Solution

    Field Service CRM Software for Chimney Sweep Contractors

    Run your chimney sweep business with confidence using the best chimney sweep CRM software. From fall-rush annual sweeps to Level 2 inspections, flue relines, and crown rebuilds, our AI-powered field service software for chimney sweep contractors books every call, batch-schedules peak season, and turns inspection findings into repair revenue.

    No setup fee · Live in 30 min
    24/7
    After-hours coverage
    +38%
    More jobs booked
    94%
    Membership renewal rate
    <48 hrs
    From signup to live
    “No other software company runs four trade businesses on their own product. We do. That's the difference.”
    — Industries We Serve·HVAC·Plumbing·Electrical·Appliance Repair·Ontario
    The Hidden Cost Of Chaos

    Every missed fall-sweep call is a $420 inspection on someone else's brush

    If you're running a chimney sweep business without the right CRM, this is what every fall rush and every annual-sweep season looks like — whether you notice it or not.

    Fall rush calls go to voicemail

    First cold snap in October and every fireplace owner in town remembers their chimney at once. Your phone rings off the hook while your crew is on a roof three counties away. By Tuesday, voicemail is full and 30 annual sweeps already booked with the company that picked up on ring two.

    Inspection photos lost in a text thread

    Last week's Level 2 inspection — cracked flue tiles, missing crown — is buried in a group chat between you, the tech, and the customer. The insurance adjuster wants the report. The customer wants the quote for relining. Nobody can find the photos. The $4,800 repair quietly disappears.

    Annual sweep reminders that never go out

    The Andersons' last sweep was October 2023. It's October 2025. Nobody called, nobody reminded them, the chimney's behind on maintenance and they're now booked with the sweep who texted them in August. Without automated annual reminders, half your customer base quietly migrates to the competitor every two years.

    Repair recommendations that never become invoices

    Your tech flagged a failing crown, recommended a $2,200 rebuild. The customer said "let me think about it." Nobody followed up. Three months later, they hired a masonry company off Yelp. Without automated quote follow-up, 60% of inspection findings die in a notebook.

    You

    02:34 AM

    John M. — annual sweep + Level 2 inspection

    Voicemail full · 0:00

    Missed call

    −$840

    2 min later

    Your competitor

    02:36 AM

    J.M.

    John M. — annual sweep + Level 2 inspection

    Picked up on ring 2

    Job booked · Tech dispatched

    Ticket won

    +$840

    How We Help

    Purpose-Built Solutions

    Every feature designed specifically for businesses like yours.

    24/7 AI dispatcher

    Never miss another fall-rush call

    The AI-powered chimney sweep software that picks up every inbound call within 2 rings — including the first cold-snap morning when every fireplace owner in town calls at once. The AI qualifies the lead, books the annual sweep or inspection, and texts your crew lead automatically.

    <2 hrsaverage emergency response time
    Never miss another fall-rush call
    AI route optimization

    Routes that batch by neighborhood, not by chaos

    Built-in chimney sweep scheduling software clusters annual sweeps by ZIP code, factors in roof-access time and equipment needs, and auto-generates optimized daily routes. No more crossing three counties for two sweeps. Your crew completes 40% more sweeps per day during fall rush.

    +40%more sweeps per crew during peak season
    Routes that batch by neighborhood, not by chaos
    Level 1/2/3 inspection documentation

    Every flue tile, every photo, one report

    Stop hunting for that crown photo in a text thread. Our chimney sweep CRM stores complete inspection profiles — Level 1, 2, and 3 checklists, condition photos, video scope recordings, flue measurements, and customer signatures — and generates professional PDF reports your customers, insurers, and home inspectors actually trust.

    3hsaved per crew per week on report writing
    Every flue tile, every photo, one report
    Ready when you are

    See your dispatch board fill itself

    No setup fee. You're live in 30 minutes.

    ✓ No setup fee✓ Cancel anytime
    Instant on-site quoting

    Quote relines and crown rebuilds from the roof

    Built-in chimney sweep estimating software lets your techs generate professional proposals on the spot — pre-loaded with annual sweep packages, Level 2 inspection rates, stainless-steel relines, crown rebuilds, cap replacements, and damper repairs. Customers sign and pay before your truck leaves the driveway.

    +60%repair conversion rate on inspection findings
    Quote relines and crown rebuilds from the roof
    Auto-renewal & reminders

    Annual sweeps that book themselves

    The CRM for chimney maintenance programs that turns one-time sweeps into long-term revenue. Set up annual sweep reminders, pre-season campaigns, and inspection renewal programs that auto-schedule and auto-bill. Reactivation outreach wakes up dormant customers in August — before the cold snap hits. Predictable income, even in summer.

    92%annual customer retention rate
    Annual sweeps that book themselves
    Inventory & van-stock tracking

    Right brushes, right rods, right truck

    Track poly and wire brushes, rod sets, vacuum bags, crown sealant, cap inventory, and reline kits across every van and warehouse. Reorder alerts trigger before you run out of 8-inch round brushes, and techs see exactly what each chimney needs before they roll. No more second trips for a cap that should've been on the shelf.

    98%right-equipment-on-truck rate
    Right brushes, right rods, right truck
    Everything included

    One platform. One price.

    $600/ month

    Up to 3 trucks · No seat fees · +$90 / extra truck · Cancel anytime

    Answer & Book

    Convert every lead
    • AI Dispatcher — 24/7 inbound
    • Smart Scheduler — self-serve booking
    • Two-Way SMS — automated sequences
    • Reputation & Reviews — auto-request
    • Speed-to-Lead — every source

    Fill Boards & Win Back

    Grow recurring revenue
    • Reactivation Campaigns — SMS
    • Memberships & Service Plans
    • Customer Financing — point of sale
    • Automated appointment reminders
    • Estimate follow-up sequences

    CRM & Field Ops

    Run the operation
    • Command dispatch board
    • Full customer CRM & history
    • iOS & Android field app
    • Option presenting — Good-Better-Best
    • On-site payments — card, ACH, finance
    • Pricebook & timesheets

    Intelligence & Coaching

    Know what works
    • AI call scoring — every CSR call
    • Revenue intelligence — by channel & tech
    • Job costing — real-time margin
    • Tech leaderboards
    • GPS tracking & ETAs

    All plans include

    • Unlimited users
    • No seat fees
    • No setup fee
    • Month-to-month
    • Free data migration
    • Financing included
    • Auto review requests
    • Canadian-native (HST, TSSA)
    • Live in 30 minutes
    • Free onboarding & support

    No setup fee · Live in 30 min

    Replace All Your Tools With One Platform

    Most contractors stitch together 6–8 different tools to run their business. Here's what each one costs separately versus what's included in WorkflowPros.

    ToolAvg. monthly costIn WorkflowPros
    AI receptionist & call answering$399 / mo
    Field service CRM & dispatch$398 / mo
    Estimating & quoting software$129 / mo
    SMS & customer communication$289 / mo
    Review management$119 / mo
    Payment processing & invoicing$89 / mo
    Customer financing platform$149 / mo
    Membership & service plan tool$179 / mo
    GPS tracking & routing$96 / mo
    Total cost of separate tools$1,847 / mo
    WorkflowPros — all features, one platformUp to 3 trucks · No seat fees · +$90 / extra truck$600per month
    Take the First Step

    Get Started Today — We Handle the Setup

    Tell us about your business and we'll do the rest. AI training and dispatch board configuration — all done for you in under 48 hours.

    No commitment required. We'll reach out within 1 business day.

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