Features

    Complete Business Operations Platform

    Everything you need to run your service business from initial customer contact through job completion and payment collection — all in one place.

    Smart Job Management

    Full job lifecycle tracking from draft to completion with complete visibility.

    • Full job lifecycle tracking (Draft → Booked → In Progress → Completed)
    • Customizable job status workflows with reasons
    • Multi-service job support with business unit categorization
    • Automated activity logging for complete audit trail
    • File attachments and documentation per job
    • Custom tags for organization and filtering
    • Location-based job viewing with Google Maps integration
    Complete visibilityReduce errorsBetter organization

    Intelligent Scheduling

    Dual-view calendar system with drag-and-drop appointment management.

    • Dual-view calendar (Calendar & Schedule views)
    • Drag-and-drop appointment management
    • Technician-specific scheduling with availability tracking
    • Appointment types and duration management
    • Real-time conflict detection
    • Mobile-friendly scheduling interface
    • Automated appointment reminders
    Eliminate double-bookingOptimize routesSave time

    Professional Estimates

    Dynamic estimate builder with real-time status tracking and easy approval.

    • Dynamic estimate builder with service catalog integration
    • Multiple estimates per job capability
    • Real-time estimate status tracking (Draft → Sent → Approved → Rejected)
    • Client-friendly estimate viewing and approval
    • Email and SMS delivery with tracking
    • PDF generation for professional presentation
    • Convert estimates to jobs seamlessly
    Higher close ratesFaster approvalsProfessional image

    Streamlined Invoicing & Payments

    Get paid faster with automated invoicing and integrated payment processing.

    • Automated invoice generation from approved estimates
    • Multiple payment methods (Credit Card, Cash, Check, E-transfer)
    • Integrated Stripe payment processing
    • Partial payment tracking
    • Outstanding balance monitoring
    • Payment history and receipt generation
    • Real-time payment status updates
    Get paid 2x fasterReduce admin workBetter cash flow

    Customer Relationship Management

    Comprehensive customer profiles with full contact history and communication tools.

    • Comprehensive customer profiles with full contact history
    • Separate billing and service addresses
    • Multiple contact methods (email, phone, SMS)
    • Customer communication history
    • Lead source tracking
    • Customer portal access
    • Search and filter across all customer data
    Know your customersTrack leadsBetter service

    Team Collaboration Tools

    Internal chat, real-time messaging, and role-based access control for your team.

    • Internal chat system with file sharing
    • Client-specific conversation threads
    • Real-time messaging
    • Activity feed for all team actions
    • Role-based access control (Admin, Technician, Staff)
    • Team member scheduling and workload management
    Better communicationStay alignedWork efficiently

    Advanced Reporting & Analytics

    Customizable reports with financial metrics, job performance, and productivity tracking.

    • Customizable report builder with multiple report types
    • Financial reports (Accounting, Revenue, Payments)
    • Job performance metrics
    • Technician productivity tracking
    • Filter by date ranges, business units, status
    • Export to CSV for external analysis
    • Real-time data visualization
    Data-driven decisionsTrack performanceIdentify trends

    Price Book & Service Catalog

    Centralized service pricing management with business unit-specific pricing.

    • Centralized service pricing management
    • Business unit-specific pricing
    • Material cost tracking and pricing
    • Quick service addition to estimates
    • Bulk pricing updates
    • Service descriptions and specifications
    Consistent pricingAccurate estimatesEasy updates

    Document Management

    Centralized file storage with support for photos, PDFs, and professional templates.

    • Centralized file storage per job
    • Support for multiple file types (images, PDFs, documents)
    • Photo upload for job documentation
    • PDF generation for estimates and invoices
    • Document templates for professional output
    • Additional company information templates (warranties, policies, terms)
    Stay organizedProfessional docsEasy access

    Comprehensive Configuration

    Full control over business units, employees, branding, and system settings.

    • Business unit management for multi-service operations
    • Employee/technician profiles with skills tracking
    • Brand and appliance type management
    • Tax rate configuration by province/state
    • Lead source tracking
    • Company branding (logo, colors, contact info)
    • Timezone management
    Full controlCustomizableYour way

    Built for Modern Service Businesses

    Modern technology stack with features designed for real-world field service operations.

    Mobile Ready

    Works on any device, anywhere

    GPS Integration

    Google Maps built right in

    Real-time Alerts

    Never miss an update

    Fully Customizable

    Configure it your way

    Ready to See It In Action?

    Get a personalized demo and see how Workflow CRM can transform your business operations.