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About

Our software is configured for family-owned field service businesses to automate operations, communication & jobs. Gain insights of your biggest income drivers with dashboard and reports. Identify best performers in your office and field staff. Track jobs, tickets, memberships sold, revenue generated & missed. Eliminate double entry & manual work with Quickbooks auto-sync. track all technicians, job hours, payroll. See every customer’s history with call integration. With the digitized process techs can upload notes, images & checklists for any job. Instant customer information & invoices on the field. Collect payments on job completion. With our field service management software, schedule in seconds, categorize jobs, and know each technician’s availability. Save time and dollars with a real-time dispatch screen while maintaining clear communication between techs and the back-office.

About

Workflow Pros is an AI-powered Field Service Management and CRM platform built specifically for trade contractors and home service professionals (HVAC, plumbing, electrical, appliance repair, and roofing). Built by field service business owners, Workflow Pros eliminates the need for multiple disconnected tools by consolidating dispatching, invoicing, marketing, and phone systems into a single platform. Features: 24/7 AI Dispatcher & Answering Service: Automatically handles incoming calls, filters emergency requests, and logs jobs straight into your schedule. Smart Scheduling & Route Optimization: Visually manage technician calendars, optimize travel routes, and send automated live ETA notifications to customers. Mobile App for Technicians: Empowers field technicians to create multi-option estimates, process payments, and capture job photos on site. Automated Invoicing & Marketing: Streamlines post-job billing, automatically collects online reviews, and runs SMS campaigns.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Field service businesses seeking a solution to facilitate their work

Audience

Local Services

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$600/month
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • NONE, they were great at selling us on a dream. They were great at making promises that they could not provide. We kept getting the excuses... "We are beta testing it!"

Cons

  • They demanded that we pay 3 years in advance to use their software. We have a contract releasing funds if we decided to not go with their software. We canceled and now they will not return our phone calls or emails!!!

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SmartServ
Founded: 2017
United States
www.smartserv.io

Company Information

Workflow Pros
Founded: 2010
Canada
workflowpros.io

Alternatives

Alternatives

FieldEdge

FieldEdge

Xplor
FieldEdge

FieldEdge

Xplor
MO.S.T.

MO.S.T.

Mobile Software Technology
Kickstart

Kickstart

Kickstart, Inc.

Categories

Categories

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Integrations

No info available.

Integrations

No info available.
Claim SmartServ and update features and information
Claim SmartServ and update features and information
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Claim Workflow Pros and update features and information