Call answering
It answers on the first ring, including after hours and when your line is busy.
WorkflowPros features
Field service software. Every feature, included.
Answer calls, send estimates, dispatch your techs, and get paid. All in one app.
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
AI receptionist7:42 PM
After-hours call. Job booked.
Furnace repair · Thu 10–11 AMEst. $350
No matching features. Try a different word or clear the search.
01Calls & bookings
Book the job, even when you can't pick up
You're on a job, the phone rings, and nobody in the office can pick up. Your AI receptionist answers, books the job, and texts you the details.
CallsWed · 4 calls
3 jobs booked- Furnace repairBooked7:40 PM · AI receptionist · 2:48
- Drain cleaningBooked5:52 PM · AI receptionist · 1:36
- AC tune-upBooked2:15 PM · Office · 3:05
- Water heaterCallback11:08 AM · Office · 4:21
- Your business numberForwarded · Calls recorded
Furnace repair7:40 PM · After hours · AI receptionist answered
0:00 / 2:48
SummaryFurnace stopped working. Repair booked for Thu 10–11 AM.
Hi, our furnace stopped working.
We have an opening tomorrow between 10 and 11 AM. Does that work for you?
Yes, that works.
Job booked · Furnace repair · Thu 10–11 AMEst. $350
Added to the dispatch board · assigned to Mike R.
Your plan includes 1,000 call minutes a month. Create a free account to see the rate for extra minutes.
Call details
By the end of the call, you have the caller's address, the problem, and how urgent it is.
Booking by phone
The job lands on your dispatch board before the caller hangs up.
Turn calls into jobs
The caller's details carry over to the job, so nobody types them twice.
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25 additional features
Calls & bookings
Answering calls
Your own booking page
Customers book online, on a page with your business name.
AI receptionist setup
You write the greeting, choose the questions it asks, and add your services, prices, policies, and service area.
AI call booking
Your AI receptionist greets callers with your company name, asks your questions, and books the job in an open time slot.
Phone number options
Keep your business number and forward the calls you can't take, or all of them. Or get a dedicated number from us.
Urgent call transfer
Your AI receptionist spots urgent and emergency calls and transfers them to your on-call tech right away.
Call records & booking
Call log
See every call with its time, length, and outcome.
Call transcripts and summaries
Skim a short summary of each call, or read the full transcript.
Add-ons at booking
Offer add-ons and service plans while the customer books.
Call and revenue dashboard
One dashboard shows call volume, booking rate, recovered missed calls, and revenue.
Requests & deadlines
Response deadlines
Coming soonA timer alerts you before your promised response time is up.
Request sorting
Each new request is sorted by type and goes straight to the right team.
Deadline warnings
Coming soonGet a warning before you miss a deadline, with a suggested next step.
Request status
See where every request stands: Scheduled, Dispatched, In Progress, or Completed.
Next step and recurring issues
Coming soonSee the suggested next step for each request, and whether the same problem has come up before.
Messages & assignment
Customer messages
Text and email customers right from the request. The whole conversation stays in one place.
Ready-to-send replies
Coming soonGet a draft reply ready to review and send.
Assignment rules
Set the rules once, and new requests go to the right person automatically.
Assignment rules that adapt
Your rules adjust over time, based on how past requests turned out.
Routing & performance
Bookings in one calendar
Bookings from your website, Google Business Profile, social media, and phone calls all appear in one calendar.
Booking channel comparison
Coming soonCompare booking channels based on the customers each one brings in.
Call routing
Each call goes to the right person by service area, trade, and who's free right now.
Returning caller details
When a past customer calls, see their history and the likely reason they're calling.
Call performance reports
Coming soonTrack call volume, response time, how many calls become jobs, and customer satisfaction.
Call volume forecast
Coming soonSee how many calls to expect each shift, and staff up before the rush.
Requests from every channel
Your AI receptionist turns calls into requests automatically. Emails, website forms, and portal messages become requests too. Your dispatcher can create a request while taking a call.
02Estimates & proposals
Quote the job on site. Get it signed before you leave.
You're on site, and the customer wants a price. Build good-better-best options on your phone, get a signature on screen, and book the job.
EstimateL. Parker · Job #4417
ApprovedApproved option added to Job #4417
On-site estimates
Create an itemized estimate on your phone or tablet, with photos and video.
Good-better-best options
Put your options side by side, each with its price. Customers pick the one that fits.
Estimate signatures
Customers sign on your screen, or later by email if they want to think it over.
Bid documents
Coming soonBuild a bid from a template with your branding, scope, price breakdown, and terms.
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37 additional features
Estimates & proposals
Creating estimates
Customer approval
Customers open the estimate and approve it from their phone.
Estimates from your price book
Build estimates from your price book, at your prices.
Multiple estimates per job
Keep several estimates side by side for the same job.
Estimate stages
See where every estimate stands, from draft to approved.
Estimate delivery tracking
Text or email the estimate and see when it's delivered.
AI estimate pricing
AI prices the estimate from your labor rates, your materials, the job's complexity, and local market rates.
Costs & calculations
Estimates based on actual costs
Price your next estimate from what past jobs actually cost you.
Quantity calculators by trade
Coming soonGet material quantities on the spot for the type of work you're quoting.
Materials at supplier prices
Materials, quantities, and current supplier prices are filled in for you.
Estimate templates by trade
Coming soonStart with an estimate template for your trade.
Estimate drafts
Coming soonDescribe the job and get a draft estimate with the right template and standard items.
Pricing & follow-up
Estimate close rate
Coming soonSee what percentage of your estimates turn into jobs.
Estimate win probability
Coming soonSee how likely each estimate is to close, with a reminder to follow up.
Estimate add-ons
Suggest add-ons that fit the job and what the customer has bought before.
Pricing packages that adapt
Your packages adjust to the options customers pick most often.
Reminders for open estimates
Coming soonCustomers get automatic reminders about estimates they haven't responded to.
Booking & proposals
From estimate to booked job
Turn an approved estimate into a booked job. No more retyping.
Suggested time slot
Get a suggested time slot that fits the job's scope and your team's schedule.
Proposal from a template
Coming soonCreate a proposal from a template with your business name, descriptions, photos, and pricing options.
Suggested price tiers
Get suggested good-better-best options based on the job and the customer.
Options customers choose together
Coming soonSee which options customers tend to buy together, so you can bundle them.
Proposal view tracking
Coming soonSee when a customer opens your proposal and which sections they read.
Automatic booking from proposals
Coming soonApproved proposals land on your calendar as booked jobs.
Proposal follow-up priorities
Coming soonSee which proposals are likely to close and when to follow up.
Building & equipment
Manual J load calculation
Coming soonRun a Manual J load calculation on your phone, from the building envelope, insulation, windows, and occupancy.
Building detail autofill
Coming soonEnter the address, and the building details fill in, with suggested equipment sizes.
Local code flags
Coming soonYour load calculation flags anything that may conflict with local building codes.
Equipment sizing suggestions
Coming soonGet equipment recommendations based on the load calculation, including size, efficiency rating, and estimated price.
Equipment catalog matching
Coming soonSee which models in manufacturers' catalogs match your load calculation.
Building department report
Coming soonGet the report in the format your local building department asks for.
Bids & outcomes
Bids from job specifications
Coming soonGet a bid based on the job specifications, with prices set at market rates.
Price database for bids
Coming soonMaterial, equipment, and labor prices in one place, from supplier data and your own past jobs.
Bid price adjustment
Adjust bid prices manually.
Submitted bid tracking
Coming soonTrack open bids: their total value, your win rate, and how long decisions take.
Bid follow-up priorities
Coming soonSee which bids you're likely to win and which to follow up on first.
Bid outcome analysis
Coming soonCompare the bids you won and lost by job type, size, and customer.
Market trends for bidding
Coming soonSee market trends and which types of jobs are worth bidding on.
03Scheduling & dispatch
Keep the arrival window you promised
See who's free, who's on a job, and how moving one job changes the rest of the day's schedule.
ScheduleThu · Day view
DayWeek8 AM9101112 PM1234
MRMike R.
AC tune-up8–9:30 AMFurnace repairArrival 10–11 AMInstall estimate1–2:30 PM
ALAna L.
Water heater8–10:30 AMAvailable11 AM–2 PMDrain cleaning2–3:30 PM
DKDave K.
Panel upgrade8 AM–12 PMEV charger1–3:30 PM
JPJess P.
Leak8–9 AMFaucet9:30–10:30 AMRepipe estimate12–2 PM
Arrival window sent to L. ParkerInstall estimate moved to 1 PM
Drag-and-drop dispatch board
Drag a job to a new time.
Technician availability
See every tech's hours and days off before you book.
Technician assignment
Each job goes to the right tech, matched by skill, location, and workload.
Appointment messages
Customers get booking confirmations and reminders automatically.
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11 additional features
Scheduling & dispatch
Calendar & availability
Job map
See all your jobs on Google Maps, right in WorkflowPros.
Appointment duration
Coming soonSet how long each type of job takes.
Scheduling conflict alerts
Coming soonSee a warning the moment you double-book a tech.
Schedule on your phone
Adjust your schedule from your phone.
Changes & suggested slots
Suggested time slot
Get a suggested time slot based on the job's location, who's free, and how long that kind of work usually takes you.
Suggested fixes for scheduling conflicts
When jobs overlap, see a suggested way to adjust the schedule.
Urgent job scheduling
For an urgent job, find an available tech fast, or let AI rebuild the day's schedule.
Impact of rescheduling
Before rescheduling a job, see how each option would affect the rest of the day.
Schedules in sync
Change a booking, and the tech's schedule updates too.
No-show risk
Customers likely to miss the visit get extra reminders.
Suggested time slot and technician
When a call becomes a job, see a suggested time slot and tech.
04Tech app
The whole job on your tech's phone
Your tech is in a basement with no signal. They can still pull up the job, fill out forms, get the customer's signature, and log materials. It all syncs once they're back online.
9:52
Offline · Sync pending
Job #4417 · Checked in at 9:40 AMFurnace not heatingL. Parker · 1420 Elm St
Checklist2 of 4
- Inspect igniter
- Test flame sensor
- Replace igniter
- Customer signature
Photos · 3EstimateInvoice
Offline job records
Your techs can see the full job on their phones, even with no signal.
Required job forms
Your techs can't close a job until the required checklists and forms are done.
Customer signatures
The customer signs on your tech's phone, and the signature goes straight into the job.
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19 additional features
Tech app
Job records
Job stages
See each job's current stage, from draft to done.
Custom job statuses
Set up your own job statuses, and see the reason behind every change.
Job activity log
Every change to a job is logged, so you can see who did what and when.
Job attachments
Attach files and documents right to the job.
Custom job tags
Add custom tags to jobs, then filter jobs by tag.
Files & devices
PDF export
Export any job document as a PDF.
File storage
Store files of any type, including photos, spec sheets, and signed forms.
Site photos
Photos your techs take on site go straight into the job.
Phone, tablet, or desktop
Works on iPhone, Android, tablets, and desktop computers.
Status updates at check-in
When a tech checks in on site, the job status updates on its own.
Tech app
Your techs see only what they need: today's jobs, directions, checklists, photos, and payments.
Work on site
Jobs running late
Coming soonSee when each job should finish, with an alert if it starts running late.
Job classification
AI identifies the job type.
Job status
Each job has a status: Scheduled, Dispatched, In Progress, or Completed.
Checklist analysis
Coming soonGet suggested process changes based on your checklist results.
Parts & paperwork
Photos sorted by type
Coming soonAI sorts photos by type and reads the equipment model from the photo.
Suggested parts
See the parts this type of job usually needs.
Permits and certificates
Coming soonGet job paperwork, permit forms, completion certificates, and follow-up surveys ready to go.
Prefilled forms
Coming soonForms come prefilled from the job type and the customer's service history, so your techs type less.
05Invoices & payments
Get paid on site
Your tech sends the invoice the minute the job's done and collects payment on site by card, ACH, or Tap to Pay. Job costing shows your margin on every job.
Invoice #1048Paid · Card
- Diagnostic fee
- $89
- Igniter (part)
- $240
- Labor, 1.5 hrs
- $180
- Total
- $509
Synced to QuickBooks · 9:58 AM
Job costsJob #4417
- Igniter (part)
- $96
- Labor, 1.5 hrs
- $57
- Costs
- $153
Profit · 70% margin$356
Automatic invoicing
Approved estimates and closed jobs turn into invoices automatically.
Card, ACH, and Tap to Pay
Your techs take payment on site by card, ACH, or Tap to Pay.
Two-way QuickBooks Online sync
Customers, invoices, and payments sync both ways with QuickBooks Online, so nothing gets entered twice.
Labor cost tracking
Labor costs come from your techs' time entries, including drive time and overtime.
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22 additional features
Invoices & payments
Collecting payment
Partial payments
Track partial payments on an invoice.
Aging report
Coming soonSee what customers owe and how long each balance has been unpaid.
Payment history and receipts
See every past payment and send receipts.
Live payment status
The invoice shows Paid as soon as the customer pays.
Invoice payment links
Customers pay from their phones through a link on the invoice.
On-site invoicing
Your techs send the invoice from their phone the minute the job's done.
Billing & reminders
Prices from your price book
Every line on the invoice is priced from your price book.
Suggested services and parts
Get suggested services and parts based on the job and the customer's history.
Payment reminders
Unpaid invoices get reminders automatically, so you don't have to send them yourself.
Recurring invoices
Invoices for service plans and contracts are created on schedule.
Unbilled work
Coming soonSee billable work recorded as warranty work.
Expenses & inventory
Expenses per job
Log materials, fuel, and other expenses to the job they belong to.
Transaction matching
Transactions are matched automatically, and anything that doesn't add up gets flagged.
Inventory reorder forecast
Know when to reorder parts and materials, based on the jobs on your schedule.
Expense categorization
AI categorizes expenses and flags deductible items.
Overhead allocation
Spread truck, insurance, tool, and office costs across your jobs.
Job costing & checks
Parts and material costs
Parts and materials are priced from your inventory and added to the job's costs.
Labor hours over estimate
See which jobs ran over their estimated labor hours.
Parts and supplier prices
See the parts you need and what each supplier charges for them.
Suggested overhead allocation
Get a suggested way to split overhead across jobs.
Invoice checks against job records
Coming soonGet an alert when an invoice doesn't match the job record.
Late payment risk
Coming soonInvoices likely to be paid late get flagged, and follow-up starts early.
06Reports
See what each job actually earns
A busy week isn't always a profitable one. Compare revenue, costs, and profit by job, tech, or service, and see where the money goes.
Job profitabilityThis week · 4 jobs
ExportThis weekAll techniciansBy job
Revenue$5,725
Costs$3,115
Profit · 46%$2,610
JobRevenueCostProfitMargin
Furnace not heatingMike R.$509$153+$19 vs. est.$35670%
Panel upgradeDave K.$2,850$1,610+$70 vs. est.$1,24044%
Water heaterAna L.$1,980$1,240−$50 vs. est.$74037%
No coolMike R.$386$112On estimate$27471%
Report builder
Build custom reports and choose the export format.
Revenue and profit
Compare revenue and profit by tech, service, customer group, and time period.
Estimated vs. actual costs
See which jobs cost more than you estimated, by job type, customer, and tech.
Report export
Export any report to open in another app.
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18 additional features
Reports
Reports & dashboards
Job performance report
See how your jobs are performing in one report.
Technician performance report
Coming soonSee how each tech is performing.
Report filters
Filter reports by date range, business unit, or status.
Live charts
Coming soonCharts that update as the numbers change.
Forecasts & trends
Cash flow forecast
Coming soonSee the money coming in and going out, based on how your customers usually pay.
Live job dashboard
Track first-time fix rate, average ticket value, technician utilization, and revenue on one live dashboard.
Profitability trends
Coming soonSpot profit trends and numbers that look off.
Dashboards by role
Owners, dispatchers, and techs each see the numbers that matter for their job.
Relevant metrics
Coming soonWherever you are in the app, see the numbers that matter there, and which ones need attention.
Revenue & costs
First-time fix analysis
Coming soonFind out why jobs need a second visit, and get suggested training or process changes.
Revenue forecasts
Coming soonSee where revenue is headed.
Written report summaries
Get a plain-English summary of any report.
Revenue, costs, and margin
See revenue, costs, and margin broken down by service, tech, and customer.
Unusual expense alerts
Get an alert when an expense or a number looks off.
P&L and tax summaries
Generate profit-and-loss and tax summaries with one click.
Planning & outcomes
Growth scenarios
Coming soonSee what a new hire, new equipment, or a bigger revenue target would do to your numbers.
Projections based on your history
Coming soonEach scenario is projected from your own past numbers.
Jobs that lose money
See what your money-losing jobs have in common.
07Customers
Be the company they call next time
A happy customer can still call someone else next time. Keep every call, email, and text in one customer record. Follow-ups go out on time, and customers get a review request after the job.
LP
L. Parker1420 Elm St
Source: Google Ads1 job · $509 paid
- Equipment
- Gas furnace
- Prefers
- Text messages
Furnace repair booked by the AI receptionistCall · Wed 7:40 PM
Arrival window confirmedText · Thu 10–11 AM
Job #4417 · Furnace not heatingJob · Complete · Mike R.
Invoice #1048 · $509Email · Paid · Card
Review request sentText · 2 hours after the job
Furnace tune-up reminderScheduled · in 6 months
Follow-upCustomer record
Contact details, address, equipment, and every call, email, and text, in one record.
Customer sources
See where each customer found you.
Scheduled follow-ups
Customers hear from you after the job, automatically.
Review requests
Customers get an automatic review request after you close the job.
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20 additional features
Customers
Contacts & communication
Billing and service addresses
Bill one address and send the tech to another, like a landlord and their rental.
Email, phone, and text
Keep each customer's email and phone number in one place, and reach them the way they prefer.
Customer communication history
See each customer’s messages and calls in one timeline.
Customer portal
Customers sign in to their own portal.
Customer search and filters
Search and filter across all your customer information.
Service & retention
Maintenance reminders
Customers get reminders when scheduled maintenance is due.
Equipment and service history
For each unit, see its service history, remaining warranty coverage, and when it's due for replacement.
Property data on file
See property details in each customer's record, with likely service needs flagged.
Service due dates and reminders
The next service date is calculated for each unit, with a reminder set automatically.
Customers who may not return
Coming soonSee which customers you might lose, and what to send them.
Segments & outreach
Customer segments
Group customers by value, location, job type, or your own criteria.
Value by customer group
See how much each group of customers is worth to you.
Email sequences
Set up maintenance reminders, seasonal offers, and emails to bring past customers back. They go out automatically.
Review routing
Satisfied customers are directed to Google and Yelp, while dissatisfied customers are directed to a private feedback form.
Review request timing
Review requests go out on their own, at a time picked for each customer.
Results by marketing channel
Coming soonSee what each marketing channel brings in, even when a customer found you through more than one.
Message timing and content
Coming soonEach customer gets messages written and timed for them.
Plans & updates
Membership plans and loyalty programs
Keep customers coming back with membership plans and loyalty perks.
ETA and completion notices
Customers get an on-my-way text with your tech's ETA, and a note when the job's done.
Service plan candidates
See which customers are a good fit for a service plan.
08Fleet & routes
See your trucks. Track your miles.
Time on the road costs you in fuel and labor. Live GPS shows every truck on the map and logs every mile.
FleetThu · 5 vans
LiveHistoryMRMike R.ALAna L.JPJess P.DKDave K.LMLuis M.
Mike R. arrived at 1420 Elm StGeofence · 9:40 AM
Mileage today
- Mike R.38.4 mi
- Ana L.52.1 mi
- Dave K.27.9 mi
- Luis M.44.6 mi
Total163.0 mi
Ana L. · next job2.4 mi · 9 min
Live fleet map
See where your trucks and techs are, how fast they're moving, and which jobs they're on.
Geofence alerts
Get an alert when a truck arrives at or leaves a job site, your warehouse, or a service area.
Mileage records
Log mileage automatically for reimbursement, tax, and fleet cost reports.
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7 additional features
Fleet & routes
Routes & territories
Drive time predictions
See the expected drive time, based on past trips and today's traffic.
Your service area
Set your service areas and assign techs to each one.
Territory adjustments
Coming soonTerritories shift to match where the work is coming from.
Route optimization
See which routes add drive time and get a suggested order for the stops.
Traffic-based routing
Before the truck leaves, the route is planned using traffic, road conditions, and data from past trips.
Time & mileage
Arrival and time tracking
When the truck pulls up to the job, arrival is confirmed, the timer stops, and the customer gets a heads-up.
Cost per mile
See what each mile really costs you, with personal trips left out.
09Price book & setup
Set your prices once
Add your price book, tax rates, and logo once. Every estimate and invoice picks them up from there.
Price book6 services
ServicesMaterials2 selectedRaise prices by 5%Update prices
Diagnostic feeEach$89
Igniter (part)Each$240
LaborPer hour$120
Furnace tune-upEach$120$126
AC tune-upEach$120$126
Drain cleaningEach$189
Sales taxBy job location
Invoices and estimatesYour logo and colors
Price book
Your techs use the prices in your price book when quoting on site.
Bulk price updates
Update multiple prices at once when your costs rise.
Tax by region
Sales tax follows the job's location.
Company branding
Your logo, colors, and phone number go on every estimate and invoice.
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8 additional features
Price book & setup
Business & pricing
Separate business units
Run each trade or service line as its own unit, in one account.
Pricing by business unit
Set separate prices for each business unit.
Material costs
See what each material costs you next to what you charge for it.
Service descriptions
Each service in your price book says what the work is and what's included.
Documents & defaults
Document templates
Set up a template once, and every document you send uses it.
Warranty and terms text
Save your warranty, policies, and terms once. They're added to every document you send.
Equipment brands and types
Choose from a saved list of the equipment brands and types you work on.
Your time zone
Set the time zone your team works in.
10Team & access
Add your whole team. Office users are free.
Your dispatcher, bookkeeper, and techs work in one account. You pay one platform fee and one rate per active technician. Create a free account to see your price.
Team5 technicians · 3 office users
Invite- MR
Mike R.Technician · HVAC
HVACClocked in 7:52 AMGPS verified
- AL
Ana L.Technician · Plumbing
PlumbingClocked in 7:58 AMGPS verified
- DK
Dave K.Technician · Electrical
ElectricalClocked in 7:45 AMGPS verified
- JP
Jess P.Technician · Plumbing
PlumbingClocked in 8:03 AMGPS verified
Office usersAdminDispatcherBookkeeper$0
D
DispatchMike R., L. Parker is home from 9:30. You can go early.
Access by role
Decide what each role can see and do.
Staff profiles and skills
Keep a profile for everyone on your team, with each tech's skills.
Team chat
Message your techs and share files in the app, instead of group texts.
Verified time entries
GPS confirms where each tech clocks in and out.
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9 additional features
Team & access
Communication & staffing
A thread per customer
Keep your team's conversation about each customer in its own thread.
Activity feed
See your team's activity in one feed.
Team schedules and workload
Plan each person's schedule and workload.
Seasonal staffing forecast
See how busy next season could be and how many techs you may need.
Time & workload
Unusual time entries
Coming soonTime entries that look off get flagged for you to check.
Labor costs from hours
Job labor costs come straight from tracked hours, split by activity. No manual entry.
Drive and site time
Drive time is tracked separately from time on site.
Performance against a target
Set a target and see who's hitting it.
Workload and parts planning
Plan equipment, parts, and assignments weeks or months ahead, with work spread evenly across your techs.
11Automation
Set it once, and it runs every time
A deadline is coming up. A customer is waiting on a callback. Set up a rule once, and nobody has to remember.
Automations3 active
Review request · OnWhenJob marked complete
Wait2 hours
ThenSend a review request
Next: L. Parker · Job #4417· Today 11:58 AM
Callback waitingWater heater · 12 min
Suggested ruleMissed call → text back in 1 minute
Live alerts
Know the moment something needs you, like a callback that's been waiting too long.
Build your own rules
Coming soonChoose a trigger and an action. No coding required.
Suggested automation rules
When your team keeps doing a task by hand, you get a suggested rule for it.
Urgent issue alerts
Coming soonYour manager hears about urgent problems and slipping deadlines right away.
Notification timing
Coming soonLet WorkflowPros pick when each notification goes out, instead of a fixed send time.
12Brands & locations
Run every brand and location from one account
You've outgrown one shop. Maybe you bought a competitor and kept the name, added electrical to your HVAC business, or opened a second location across town. Each brand still answers its own phone, each company keeps its own books, and you see every location side by side.
P&L by locationLast month · 3 locations
LocationsTradesOHBPRE3 brands· 2 companiesIncludes allocated overhead
LocationRevenueCostsProfitMargin
San Jose, CAHVAC · Plumbing · Electrical$684,200$513,104$82,104 overhead$171,09625%
Sacramento, CAHVAC · Plumbing$512,600$420,412$61,512 overhead$92,18818%
Reno, NVHVAC · Electrical$301,400$267,868$36,168 overhead$33,53211%
All locations$1,498,200$1,201,384$179,784 overhead$296,81620%
2 companies · each synced to QuickBooks Online
Lead from Ana L. · PlumbingPanel upgrade sold · $2,850 · $75 spiff
License renewal due in 30 daysDave K. · Electrical · CA
All your brands in one account
Each brand keeps its own logo, phone number, booking page, estimates, and invoices. Your AI receptionist answers with the right company name.
Separate companies, separate books
Each company syncs to its own books in QuickBooks Online. See them together in one report when you need the full picture.
P&L by location and trade
See profit and loss by location and trade, including shared overhead. Know where margins need attention.
Tech-generated leads
Your techs are already in your customers' homes. When a plumber spots an outdated electrical panel on a service call, they flag it for your electricians. Track the lead to the sale and the spiff for the tech who brought it in.
Licenses and certifications
Track licenses and certifications by person, trade, and state or province. Get a reminder before each renewal is due.
13Your data
Take your data with you
No lock-in. Your records and files are yours. Export them yourself anytime, for free. Leaving? Ask, and we'll move your business number to your new provider.
See the pricing page for details on data exports and phone number transfers.
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 · $0Switching from another app? We move your data while your team keeps running jobs. The free migration page explains who does what, how long it takes, and what it costs.
Running a custom-built or in-house system? The migration page covers that too.
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Your subscription includes the features listed above. Features marked Coming soon are still in development. Your plan includes 1,000 AI call minutes a month. Extra minutes are billed separately. Create a free account to see the platform fee and rate per active technician.
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