Switching
Setup, data import, and training — all $0
WorkflowPros is field service software. Here's how we handle the switch from your current system.
You'll get your monthly price on a 30-minute demo.
You keep paying your current provider until you cancel with them. If they charge termination or data export fees, you pay those directly.
We don't charge to move or clean up your data, no matter how much you have.
How the switch works, step by step
01 You 1. Tell us about your current system
Tell us which software you use. We'll set up a call to go over how much data you have, what kinds of records you keep, how big your team is, and anything custom.
02 You 2. Provide access to your data
If your current system has an API — a way for systems to exchange data — we'll show you where to find the API key and ask you to share it through a secure channel. If there's no API, we can use exported files or database access instead. An API key isn't required for migration.
If you grant us access to your system, you can revoke it at any time.
03 WorkflowPros 3. We export and import your data
If there's an API, we use it to pull the data we agreed on and import the rest by hand. We get and prepare the files ourselves and contact your current provider if needed. If there's no API, we use the files or database access arranged in step 2.
04 WorkflowPros 4. We test the migration
We import the agreed data into a test system and check for missing records or data in the wrong fields. We then show you a sample, which you can review if you'd like.
05 WorkflowPros 5. We finish the switch and go live
We move the data we agreed on, set up accounts and permissions for your team, and get everything up and running.
06 WorkflowPros 6. We support you after the switch
We answer your questions, adjust the setup, and help your team get comfortable with WorkflowPros. Ongoing support is part of your subscription.
What you do and what we handle
To get started, we need two things from you: tell us about your current system, then give us secure access to the data we agree to move.
What we bring over
On the call, we'll agree on which data to move and write it into your contract.
We handle the data transfer for you
If the API doesn't provide all the data we've agreed to migrate, we obtain and prepare the necessary files, work with your current provider, and import those records manually.
Keep working during the switch
Your techs keep running calls while we move your data.
See how long each switch took and how we calculate the average.
See live statsGet your timeline after we review your data
Your migration timeline depends on how much data you have.
Our stats come from our sister companies — same owner as WorkflowPros. They use our software but aren't independent customers, and we don't count them as customers.
Switching from custom or in-house software? Also $0.
We'll move your data for free, whether you use off-the-shelf software, a custom-built system, or one built in-house. Same terms for all three.
Data import · Custom systemField mapping reviewed
Fields confirmedCustom system exportcustomer-records.csvDestinationCustomers
Source fieldField in WorkflowProsPreview
client_nameCustomer nameL. Parker
service_addressService address1420 Elm St
last_visitService historyFurnace tune-up
Not imported yet· Import fee: $0
Ongoing support included
Support is part of your subscription. No extra charge.
The AI receptionist picks up after hours and when your line is busy
Optional. It works alongside your dispatchers, not instead of them.
We set up your AI receptionist to match your services, workflow, and tone of voice. Setup and any later configuration changes are included in your subscription.
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.
Four key terms from our contract
This is a summary of the terms. The contract takes precedence.
Our pricing page lists what you can take with you when you leave, who handles the export, and when you can start it. Export is free.
Keep your number, recordings, and call log — even if you leave
Calls to your existing number can be forwarded to WorkflowPros, or we can provide a dedicated number. WorkflowPros logs each call's time, duration, and outcome. It also creates a transcript and summary.
AI receptionist and callsCallsWed · 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.
Read the full contract before you commit
Read the full contract anytime. No sign-up or phone call required.