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Description
Dougal serves as a comprehensive job scheduling and field-work management tool tailored for trade and service industries. It supports coordinators and field personnel in efficiently managing customer interactions, job assignments, visit schedules, calendars, and follow-up tasks. Each job is meticulously documented with a chronological array of notes, photographs, activity logs, and billing references, enabling teams to assess past efforts and plan subsequent actions. Field personnel can effortlessly access their designated visits, contribute notes and images, track their time, and retrieve job details on-the-go. Meanwhile, office staff can oversee and organize work schedules, create timesheets, handle quotes and invoices, while also importing data from compatible accounting and contact management systems. Designed with sole traders and teams in mind, Dougal caters to sectors like plumbing, electrical, HVAC, maintenance, installation, and inspection, among others, that require workers to visit client locations. Ultimately, Dougal serves to unify field operations and streamline job documentation within a singular platform, enhancing overall efficiency and communication among team members.
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
Integrations
QuickBooks Online
No
Xero
No
Pricing Details
$7.99/user/month
New accounts receive a time-limited free-user allowance: 2 active users for 12 months, 6 for 6 months, or 12 for 3 months. After the included period, additional active users are $7.99 per user per month. Currency and displayed pricing may vary by market.
Free Trial
Yes
Free Version
Yes
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
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Dougal
Founded
2017
Country
Australia
Website
dougal.app
Vendor Details
Company Name
Workflow Pros
Founded
2010
Country
Canada
Website
workflowpros.io
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
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
