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
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
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
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
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
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
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
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
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)
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
Every Feature, One Click Away
Browse our complete library of field service software capabilities.
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
One Price. No Surprises.
Everything included — no seat fees, no add-ons, no hidden costs.
Up to 3 trucks included
- No per-seat fees — unlimited users
- +$90 per additional truck
- Every feature included
- No setup fee · Live in 30 min
Ready to See It In Action?
Get a personalized demo and see how Workflow CRM can transform your business operations.