Field Service CRM Software for Refrigeration Contractors
Run your commercial refrigeration business at the speed perishable inventory demands. From walk-in cooler alarms at 2am to quarterly PMs across 40 supermarket locations, our AI-powered refrigeration CRM books every emergency, dispatches the closest EPA-certified tech, tracks every pound of refrigerant for compliance, and keeps maintenance contracts renewing themselves.
“No other software company runs four trade businesses on their own product. We do. That's the difference.”
Every missed temp-alarm is a freezer of inventory on someone else's invoice
If you're running a commercial refrigeration business without the right CRM, this is what every July heat wave and every multi-site PM week looks like — whether you notice it or not.
2am temp-alarm voicemail
Walk-in cooler trips at 2:14am. Restaurant manager calls — voicemail. By 6am the entire weekend prep is at 48°F, the restaurant calls the next refrigeration company on Google, and you've just lost a 12-location account over one missed ring.
Wrong refrigerant, wrong truck
Tech rolls up to a R-448A rack with a cylinder of R-404A. You eat the trip, the case temps keep climbing, and the GM is on the phone with your competitor before you make it back to the warehouse. Without on-truck refrigerant tracking, this happens every other week.
EPA 608 logs on a clipboard
Refrigerant charges scribbled on job tickets, recovery weights guessed at, cylinder logs three months behind. The day the EPA audit letter shows up, your office manager spends two weeks reconstructing a year of records — and you're still exposed.
Quarterly PMs that slip a month, then a quarter
FreshMart wants quarterly PMs across 14 stores. Q1 got done. Q2 slipped two weeks. Q3 never happened because emergency calls ate the route. Now the contract is up for renewal and procurement is shopping competitors who can actually deliver.
You
02:34 AM
John M. — walk-in cooler temp alarm
Voicemail full · 0:00
Missed call
−$840
Your competitor
02:36 AM
John M. — walk-in cooler temp alarm
Picked up on ring 2
Job booked · Tech dispatched
Ticket won
+$840
Purpose-Built Solutions
Every feature designed specifically for businesses like yours.
Never miss another temp-alarm call
The AI-powered refrigeration software that picks up every inbound call within 2 rings — 24/7, including the 3am walk-in alarm at the restaurant whose entire weekend prep just hit 48°F. The AI qualifies the call, books the emergency, captures equipment make/model, and dispatches the closest EPA-certified tech automatically.
Quote rack and walk-in replacements on-site
Built-in refrigeration estimating software lets your techs build Good-Better-Best proposals on the spot — pre-loaded with compressor tonnages, condensing unit options, walk-in panel kits, EC fan upgrades, controls retrofits, and EPA refrigerant pricing. Customers sign and put down a deposit before the truck leaves the loading dock.
Quarterly PMs that schedule themselves
Refrigeration scheduling software that auto-generates every quarterly PM across every client location, every piece of equipment, every refrigerant circuit. Route techs by geography, hold emergency slots in every route, and never miss a contracted visit again. Renewals draft themselves with last year's service history attached.
See your dispatch board fill itself
60-day free trial. You're live in 30 minutes.
Every cooler, every charge, one screen
Stop hunting through binders for the last refrigerant charge on the dairy case at Store #14. Our refrigeration job management software keeps equipment specs, refrigerant type and charge, install dates, service history, leak checks, photos, and labor warranties in one searchable place — accessible from any device, instantly.
Dispatch emergency, PM, and install crews on one board
Run service trucks, PM routes, and install crews from a single command board with drag-and-drop scheduling, GPS-based routing, on-truck refrigerant and parts inventory, and automatic ETA texts. Reroute emergencies, balance PMs against urgent calls, and keep every truck running at full capacity through summer peaks.
EPA compliance and payments that handle themselves
Every pound of R-410A, R-448A, R-454B, and recovered refrigerant logged at the job, by tech, by cylinder — generating EPA Section 608 reports on demand. On-site card payments, ACH, net-30 invoicing for commercial accounts, and recurring billing for PM contracts. Every transaction logs to your books with job-level margin in real time.
One platform. One price.
Unlimited users · No seat fees · 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
- 60-day free trial
- Financing included
- Auto review requests
- Canadian-native (HST, TSSA)
- Live in 30 minutes
- Free onboarding & support
Cancel anytime
Replace All Your Tools With One Platform
$1,847/mo of separate tools — or $299/mo for everything
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.
| Tool | Avg. monthly cost | In 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 platformUnlimited users · No setup fee · Cancel anytime | $299per month, flat |
Your monthly savings: $1,548 ($18,576 per year)
Trusted by Service Professionals
"Workflow Pros transformed how we run our business. Dispatching is faster, invoicing is easier, and our customers love the communication."
Mike R.
Owner, Premier Service Co.
"The AI features are a game-changer. It's like having an extra office manager who never sleeps."
Sarah T.
Operations Manager, All-Pro Services
"We've doubled our daily job capacity without adding staff. The route optimization alone paid for the software."
James L.
Fleet Manager, Citywide Solutions
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.
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