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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

An intuitive, online event management platform that facilitates the assignment of tasks to field technicians, enables real-time status updates and tracking, and supports the creation of invoices alongside cash and payment processing, all while ensuring comprehensive data management for everyday business operations. Dispatch empowers organizations to oversee their complete dispatch workflow through both web and mobile applications. The web interface allows users to log and manage calls, allocate technicians and vehicles to relevant tasks, maintain customer information, and handle invoicing and payment processing seamlessly. Complementing this, the free mobile app, compatible with both Android and iOS, provides users the ability to receive job assignments, update statuses, capture images, communicate with customers, and much more. The Dispatch system not only enhances vehicle and technician efficiency but also offers a broad spectrum of tools, including tailored industry-specific reporting options to meet diverse operational needs. This all-in-one solution streamlines processes, making it easier for businesses to succeed in a competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$600/month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Workflow Pros

Founded

2010

Country

Canada

Website

workflowpros.io

Vendor Details

Company Name

Sure Ecosystem

Founded

1997

Country

United States

Website

dispatch.sureecosystem.com

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

Towing

Billing & Invoicing Yes 
Client Management Yes 
Commission Management Yes 
Fleet Management No 
Fuel Management No 
Lot Management Yes 
Maintenance Management No 
Routing Yes 

Trucking

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Driver Management Yes 
Driver Settlements No 
Fuel Card Management No 
Fuel Management No 
Load Optimization No 
Maintenance Management No 
Mileage Tracking No 
Quote Management No 
Quotes/Estimates Yes 
Recruiting Management No 
Routing Yes 
Scheduling Yes 
Trip Logs No 
Vehicle Management Yes 
Vehicle Tracking Yes 

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