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Description
SmartTrade can serve as a comprehensive job management system or allow you to utilize only the features you require, such as costing, quoting, invoicing, timesheets, and forms, with a pay-as-you-go model. Designed for efficiency and user-friendliness, it boasts an intuitive interface and leverages insights gained from SmartTrade's extensive experience over 20 years. You can enjoy a free trial for 30 days, during which SmartTrade manages essential front-end operations including logging customer inquiries, job costing, quoting, estimating, scheduling and dispatch, job tracking, material ordering, invoicing, and timesheets. Whether you need an office solution or a combined office and field solution, SmartTrade provides customizable options through its range of products and add-ons. It’s crucial that SmartTrade aligns with your business’s needs and meets your essential requirements without any hidden surprises. Keep in mind that, like many cost-effective off-the-shelf solutions, SmartTrade may not offer every feature you desire, so be sure to assess whether it is the right fit for your business. Ultimately, finding a tool that resonates with your company's operations can significantly enhance productivity and streamline processes.
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
No details available.
Integrations
No details available.
Pricing Details
No price information available.
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
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
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
SmartTrade
Country
Australia
Website
www.smarttrade.biz
Vendor Details
Company Name
Workflow Pros
Founded
2010
Country
Canada
Website
workflowpros.io
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
No
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
No
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
Yes
Work Order Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
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
