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Description
BoltWright is a comprehensive service-management platform tailored for commercial HVAC contractors. It seamlessly integrates customers, buildings, equipment, and service visits, facilitating efficient scheduling, maintenance agreements, quotes, and invoicing. Technicians in the field have the ability to document their work through voice notes, written notes, and photographs, even in locations with limited connectivity thanks to offline capabilities. The office staff can then assess the completed work and generate detailed customer service reports that include findings, images, and necessary follow-up tasks organized by specific equipment. The history of the equipment remains linked to the building, along with records of all maintenance performed. Additionally, the pricing structure is based on the number of operational trucks instead of individual user licenses, allowing owners, dispatchers, administrators, helpers, and apprentices to engage without incurring separate charges for each user seat, thus promoting a more collaborative environment. This approach not only enhances efficiency but also fosters communication among all team members involved in the service process.
Description
Workflow Pros is an innovative platform that leverages AI to provide comprehensive Field Service Management and CRM solutions tailored for trade contractors and professionals in home services, such as HVAC, plumbing, electrical, appliance repair, and roofing.
Designed by entrepreneurs from the field service industry, Workflow Pros integrates various functions like dispatching, invoicing, marketing, and communication into one cohesive platform, eliminating the hassle of using multiple separate tools.
Key features include:
A 24/7 AI Dispatcher & Answering Service that efficiently manages incoming calls, prioritizes urgent requests, and seamlessly integrates jobs into your scheduling system.
Smart Scheduling & Route Optimization tools that allow for visual management of technician calendars, enhance travel routes, and provide customers with automated live ETA updates.
A dedicated Mobile App for Technicians that enables field workers to generate multi-option estimates, handle payments, and take job-related photos on-site.
Automated Invoicing & Marketing features that facilitate post-job billing, encourage the collection of online reviews, and enable the execution of SMS marketing campaigns, ensuring that no part of the process is overlooked.
With these robust features, Workflow Pros not only enhances operational efficiency but also improves customer satisfaction and engagement.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$129 CAD/working truck/month
Free Trial
No
Free Version
No
Pricing Details
$600/month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BoltWright
Country
Canada
Website
boltwright.com
Vendor Details
Company Name
Workflow Pros
Founded
2010
Country
Canada
Website
workflowpros.io
Product Features
HVAC
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Maintenance Scheduling
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
